Can you identify the right clients, act on that at scale, and track whether the support is working?
OPAL Targeted Support is our answer to that problem.
[ BETA ] Early access. Limited pilot places available.
What OPAL Targeted Support does
OPAL Targeted Support is a decision-making framework built by Ortec Finance to help firms move from compliant to effective under Targeted Support. It works at scale, it generates actionable outputs, and it tells you whether those outputs are likely to move clients to a better position.
Three things it does that others do not
01. Identifies targeted support-ready clients
OPAL Targeted Support connects to your existing data environment and identifies which clients could best suit Targeted Support, without manual triage. The analysis runs at scale across your client book.
02. Segment-based, actionable suggestions at scale
Rather than generating individual case-by-case recommendations, OPAL Targeted Support produces segment-based suggestions that advice teams can act on systematically. Designed for operational reality.
03. Outcome tracking with goal feasibility MI
OPAL Targeted Support tracks whether the support is likely to move client to a better position.
Why BETA?
We are releasing OPAL Targeted Support as a BETA deliberately. Not because it is unfinished, but because the firms that join now will shape what it becomes. The first pilot clients get direct access to our development team, early influence over the product roadmap, and the advantage of being ahead of the market as Targeted Support implementation matures.
Beta is not a disclaimer. It is an invitation.
What a pilot engagement includes
- API integration with your existing data environment to identify targeted support-ready clients
- Understanding your existing data to identify targeted support-ready clients
- Initial group segmentation and actionable suggestion framework
- Direct access to the Ortec Finance product team throughout the pilot
Request pilot access
We are onboarding a small number of pilot firms now. If you are responsible for Targeted Support delivery in your firm, we would welcome a conversation.