Shape
Choose an Analyst template or create your own; set the audience, decision and depth.
Tailored reports
Intelligence that reads like it knows the business.
Deep Intelligence keeps building as the business changes, giving the advisor and client a continuing view of what matters. Turn it into a report shaped for this business, this audience and this decision, then clear and share it under your firm's brand.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWhat does this client need to understand now, and who needs the answer?
What goes in
- Client evidence, analysis and source figures
- Business size, sophistication and decision
- Owner, leadership or director goals and report template
What comes out
- A concise brief, detailed analysis or other tailored report
- A checked, advisor-cleared version in the firm's brand
- Questions, revisions and next actions tied to the report
Illustrative workflow · Advisor judgement stays in the loop
The workflow
From question to next move.
Derive
Deep Intelligence assembles the evidence and lays out the branded draft around the content, without manual pagination or Word rework.
Check and clear
Internal audits check and verify the draft. A human advisor reviews the figures, reasoning and wording, then clears the version for release.
Share
Give the cleared version to permitted owners, leaders, directors or other decision makers.
Follow through
Keep questions, revisions and actions connected to the client's evolving intelligence and the issued report.
Client fit
The report fits the business, not the other way around.
An advisor prepares and clears the material; the people making the decision use the finished version. Depth and emphasis follow the client's size, sophistication and goals rather than a fixed report length.
- Owner-led business: a focused decision brief with choices and next steps.
- Growing business: deeper operating, financial and scenario analysis.
- Complex group: an integrated view across entities; a board paper is one available format.
The difference
A report is a moment in an ongoing conversation.
Fresh evidence and progress update Deep Intelligence. The next report can revisit the same strategy, expose what changed and give the advisor a stronger basis for the next discussion.
- Use the firm's own template or an Analyst template without squeezing content into fixed pages.
- Trace material findings and figures to the supporting client evidence.
- Keep the draft, cleared version and follow-up in the same client context.