Account health management for financial services & insurance firms
Built for relationship managers and client coverage teams at banks, asset managers, insurers, and advisory firms. Score client health from relationship signals, not just AUM or fee income.
Health signals for financial services relationships
EvaluationsHub tracks the signals that predict relationship retention in financial services — not just fee income, but relationship depth, executive engagement, product breadth, and risk indicators.
The four account management challenges in financial services
Relationship managers hold knowledge in their heads
When an RM leaves, the client relationship leaves with them. There is no structured record of stakeholder maps, relationship quality, or historical context — only what is in the RM’s email and memory.
No early warning before a client reviews relationships
Annual reviews catch problems after the decision has been made. Structured health monitoring surfaces signals that predict relationship deterioration 60–90 days before a formal review.
QBRs and annual reviews are inconsistent
Different relationship managers run reviews differently. There is no structured agenda, no pre-populated data, no tracked action items. Quality varies by person, not by process.
Expansion is reactive, not systematic
Cross-sell and upsell conversations happen when a product team pushes a campaign, not when the client is in the right health to receive them. High-health clients are identified too late.
How EvaluationsHub works for financial services teams
EvaluationsHub connects to your CRM, portfolio management system, and manual data inputs to generate a composite health score for each client relationship. When a score drops below your defined threshold, a corrective action plan is triggered with a named owner and structured recovery process.
The structured QBR workflow replaces ad-hoc relationship review meetings with a consistent process: pre-populated relationship data, structured agenda, tracked action items, and a live client-facing portal accessible to both parties between reviews. Every review is documented, every action is tracked, and every trend is visible at the portfolio level.
30-day pilot, 10 client relationships
30-day money-back. No annual contract. Includes white-glove setup support and a pre-configured account health scorecard template.