Product — Base IQ
Know who to talk to, and what the conversation is about.
Base IQ takes the client data you already hold and turns it into an ordered list of review conversations worth having this month.
Demo
From four messy sources to one call list.
Switch between the tabs to see a merge, the clean base it produces, and the conversation list that comes out of it.
baseiq.riverhorse.io / client base
Sources brought together
Adviser CRM export
3,142 records
Old spreadsheet (2019–2022)
1,880 records
Insurance book handover
742 records
Website enquiries
615 records
6,379 raw records in → one merged base
What Base IQ does
Structure, triggers, and a call list.
- Organises adviser contact and client data in one place
- Cleans and structures records brought in from spreadsheets and CRMs
- Identifies factual review and opportunity triggers
- Creates structured conversation lists for follow-up
- Prioritises who to contact and why, in plain language
- Feeds calculator-led campaigns run through CalcStudio Growth
Works well with
Base IQ identifies the conversation. CalcStudio gives the client something useful to look at. Together they turn a quiet database into a steady flow of review meetings.
Triggers are factual prompts for an adviser conversation. They are not advice and not a recommendation.
Discuss your needs