Decision Intelligence Stack

Audience IQ turns your firm’s public footprint into activated Ideal Client Profiles that improve targeting before a single campaign runs.
 

What it replaces

• Static personas

• List buying and generic audiences

• Assumption-based targeting

• Manual ICP definition exercises
   

What it does

• Analyzes your firm’s website, Form ADV, search presence, and LinkedIn profile to extract service, positioning, and geographic intelligence

• Generates three Ideal Client Profiles based on how your firm actually shows up in the market

• Layers in large-scale market, demographic, psychographic, geographic, and behavioral research from trusted public sources

• Builds and activates custom client segments across Google, Meta, LinkedIn, and programmatic platforms
   

Outcome

Every campaign starts with precision, not guesswork — and targeting improves as intelligence moves through the system.

Campaign IQ turns every campaign into a live experiment that feeds the next decision.
 

What it replaces

• One-and-done campaigns

• Manual A/B testing

• Shallow attribution

• “What worked last quarter?” debates
   

What it does

• Connects messaging, channels, and timing to real outcomes

• Detects underperformance early

• Feeds results directly back into the model
   

Outcome
Campaigns improve while they’re running — not after they fail.

Compliance IQ isn’t a review step.

It’s a constraint baked into the system.
 

What it replaces

• Manual reviews

• Post-hoc approvals

• “Did we already run this by compliance?”
   

What it does

• Applies firm-specific rules before content is deployed

• Logs every decision for auditability

• Prevents non-compliant actions from occurring at all
   

Outcome
Compliance stops slowing growth — and starts protecting it.

Lead IQ turns inbound activity into real-time conviction, so teams know which opportunities matter — and why.
 

What it replaces

• Static lead scores

• Manual qualification

• Gut-feel prioritization

• Lagging CRM reports
   

What it does

• Tracks every lead from impression through client, capturing engagement across channels, content, and touchpoints

• Scores leads dynamically using behavioral signals, historical conversion patterns, and deal context

• Surfaces pipeline intelligence including probability to close, velocity, potential AUM, and estimated revenue

• Recommends clear next-best actions based on what actually drives conversion for similar profiles
   

Outcome

Teams focus on momentum and value, not noise — and act with confidence while deals are still in motion.

​

Firm IQ turns growth activity into operating clarity, so leadership knows what’s working, what’s leaking, and where to intervene.
 

What it replaces

• Vanity metrics

• Channel-level reporting

• Disconnected dashboards

• Lagging performance reviews
   

What it does

• Connects revenue, leads, conversion, cost, and pipeline into a single firm-wide intelligence layer

• Tracks funnel health from impression to client, exposing where momentum accelerates or breaks down

• Surfaces real ROI by campaign, channel, and audience — not just clicks and impressions

• Benchmarks performance against targets so growth is measured as progress, not anecdotes
   

Outcome

Leaders stop managing in hindsight — and start steering growth with precision, accountability, and confidence.

VastAdvisor IQ turns AI behavior into measurable, governed intelligence, so your growth system stays accurate, compliant, and continuously improving.
 

What it replaces

• Black-box AI outputs

• Blind trust in generic models

• Manual model reviews

• Static “set it and forget it” AI
   

What it does

• Monitors model health across accuracy, drift, latency, cost, and hallucination risk in real time

• Tracks how fine-tuned models perform against peer benchmarks and historical baselines

• Detects data drift, prediction drift, and performance degradation before they impact campaigns or compliance

• Manages controlled fine-tuning, versioning, and deployment so models improve without introducing risk
   

Outcome

Your AI doesn’t just run — it learns safely, predictably, and measurably, becoming a durable institutional asset instead of a liability.