Industries we work in.
Every field runs on different work. Choose yours to see what slows firms like yours down, the numbers behind it, and where we would start.
Every field runs on different work. Choose yours to see what slows firms like yours down, the numbers behind it, and where we would start.
Wealth managers, family offices, private equity and investment banks.
More than a third of advisers plan to retire within ten years
35 in 100 US financial advisers plan to retire within ten years. They look after 40% of the industry’s assets.
Source: Cerulli Associates, 2026
A clear weekly view of sales, stock and returns.
What happens to $100 of sales
Each square is $1 of $100, rounded to whole squares.
About $17 of every $100 of US retail sales was expected to come back as returns in 2024 (16.9%).
Source: NRF and Happy Returns, 2024
Keep production running, and keep your people’s know-how on record.
Hours lost a month at a large plant
Down from 39 hours in 2019, still about 27 a month.
Survey data from April 2019 to March 2023, published in 2024.
27 hours a month lost to unplanned downtime at a large plant, down from 39 in 2019.
Help crews find the right drawings and information faster.
Contractors with projects delayed by worker shortages
Down from 66% in 2022, still nearly half in 2025.
45% of US contractors surveyed had projects delayed by worker shortages in 2025, down from 66% in 2022.
Source: AGC and NCCER, 2025
Grow without losing what your company knows.
A developer’s 40-hour week
69% of developers say they lose 8 hours or more a week to inefficiencies.
More of the day on client work.
Billable time is falling
The scale starts at 60%.
68.9% billable utilization at professional services firms in 2024, down from 73.2% in 2021.
Source: SPI Research, 2025
Many firms cross more than one field: a family office that owns a manufacturer, or a retailer with a wholesale arm. Tell us how yours works, and we will start there.
Start a conversationEach figure is from the named public source and year shown with it.
The same idea in every industry
A store, a plant and a family office run very differently. In each, the firm should own and control where and how its work gets done: its know-how, its memory, its approvals, its record, its data and its choice of AI. That is its sovereignty, and it stays with the firm when the AI changes.
How we buildInsights
Next step
Tell us what slows your team down, whatever your field. Our team will get back to you. Please leave out client and account details.
Start a conversation