Klipfolio for Financial Services

As a financial services firm, you monitor current performance, learn from past trends, and plan for future growth. Up-and-coming financial teams are adding self-serve, dynamic analytics to their current processes to deliver action-oriented insights to the organization faster.

Streamline your client's financial data for better insights

Regardless of how and where your clients’ financial data is stored and organized, you can combine it all into a single, complete view to ensure both your team and your client’s get a full picture view of current financial performance and where they need to be.

Easily scale your analytics processes

You are busy. Which means you likely don’t have time to revamp your current processes or refresh your calculations.

All you need to do is find faster, more efficient way to execute your current analysis. Once you have unified your data using visual analytics, this becomes easy.

React in real-time to irregularities in your client’s financials

Visualizations turn static client data into real-time, interactive reports. Connecting live data sources means you can get real-time insights and ask the necessary questions when outliers are detected in your clients’ data.

By allowing your team and clients to interact with their data, you encourage communication and collaboration. This, combined with the ability to dive deeper into your data can give you an even clearer picture of performance.

Enhance organizational communication, keeping everyone in the loop

Easily report on your clients’ financial performance and share it with their team and yours. By being transparent and communicating results, you can make better and more informed decisions that help to improve your clients’ financial position. Using data visualizations fosters a common language that everyone can understand.

Trusted by thousands of game changers in over 80 countries.

“Right now, my favorite Klipfolio visualization is our Financial Statements Dashboard. It’s interactive for the end user and they can take in a variety of data sources and packages to drill down and analyze the data in real-time.”

Jake Grimm, Director of Technology/Virtual CFO, Summit CPA

Why Klipfolio

Klipfolio allows you to pull in data from all of the different marketing services you use to track your performance—and display precisely what you need in a single interactive dashboard. What does this mean for you? No more piecemeal reports or spreadsheets with multiple versions. Take control of the way you analyze your data.

Check in before you decide

It’s easy to see trends and figure out how your business is performing. At the airport, in the back of an Uber, at the office or in front of a TV wallboard, it’s designed for wherever you are.

Use more evidence and less gut.

Work with everything

Your data may be scattered in different places, so how do those puzzle pieces fit together? Use out-of-the-box, hassle-free connectors for hundreds of data sources, including spreadsheets, files, databases, and web services applications.

Email Marketing Dashboard

Count on Expert Support

No matter what you’re trying to do, we’ve got your back. If you’ve read any reviews, you’ll hear our support team is second to none.

Klipfolio Team - Pilar

We are here to help! Book your free 1-on-1 call with Pilar.

Client management

Still sending spreadsheets to your clients? You’ll improve your service offerings and their business performance by instead giving them direct access to beautifully visualized live data tracking the progress of your engagement.

Client 1

Executive Reporting Dashboard

Web Metrics Dashboard

Sales Performance Dashboard

Accounts Health Dashboard

Social Media Status Dashboard

Your clients deserve the best

Start automating your client reporting today