Do you understand the economic impact of implementing AI?

If not, spend one day learning how to build a platform that can answer that question with your own business data.

Learn More

The Exchange Day

A facilitated, hands-on workshop with your EOS Integrator, built around your Scorecard, your business questions, and the information behind them.

30 Min

Discovery

We discuss your Scorecard, business goals, and current systems, agree on an initial scope, and confirm what needs to be ready for Exchange Day.

A Hands-On Workshop at Your Office

Exchange Day

  1. 1

    Connect 3–5 apps to a database

    Bring the relevant business data together through approved connections or exports.

  2. 2

    Document business rules

    Define how clients, products, and transactions relate, and how your Scorecard measures are calculated.

  3. 3

    Create a Scorecard app

    Build an initial working view of the agreed measures, with the baseline and calculation rules visible.

What could your Scorecard app look like?

Wealth Management

Profit per Household

Profit per Household

Baseline

$11,540

Modeled

$11,540

Move a lever
AUM per Household$1.80M
Revenue Yield74 bps
Planning Revenue$1,800
Service Cost$3,580
Household Retention94.0%
Referral Rate18.0%
Households per Advisor65
Advisor Capacity83.0%

As a Result of Exchange Day

You leave with a working AI foundation for your business.

One database

Relevant data from your core systems is brought together in one place.

Documented business rules

The rules behind your clients, products, transactions, and Scorecard measures are made explicit.

MCP access

The database can be accessed through MCP so approved AI tools can work with the model.