Analytics and Reporting for Financial Advisers

• Engagement quality rather than just quantity metrics
• Lead generation and conversion tracking from social platforms
• Compliance monitoring for all social media interactions
• Brand sentiment analysis and reputation management# Analytics and Reporting for Financial Advisers: The Complete Guide to Data-Driven Growth

Introduction

Financial advisory firms across Britain are experiencing unprecedented competition, with over 26,000 authorised advisers competing for clients according to recent Financial Conduct Authority data. In this challenging landscape, analytics and reporting have become essential tools for sustainable growth, client acquisition, and regulatory compliance.