Product

Solutions

Company

Product

Solutions

Company

Workspace

Transform signals into revenue.

Revenue opportunities hide in client emails, documents, receipts, and transaction data. Ravical’s AI infrastructure surfaces them and prepares the work, so your team handles more without adding headcount.

Transform how experts operate

Transform how experts operate

Transform how experts operate

Make every client feel like your most important client. Service offerings that used to require partner intuition, now happen systematically across your entire firm.

Define what triggers action

Multi-source trigger engine

Define what matters to your firm. Build custom triggers that pull from inbox conversations, client milestones, regulatory changes, and third-party data sources to surface opportunities aligned with your specific expertise.

Tailored to your services

Configure triggers based on your firm's service portfolio, expertise areas, and strategic priorities.

Proactive opportunity detection

Spot advisory moments before clients ask, using lifecycle events, regulatory deadlines, and behavioral patterns as early-warning signals.

Automated at scale

Run dozens of custom triggers simultaneously across your entire client base, with minimal manual monitoring required.

Tailored to your services

Configure triggers based on your firm's service portfolio, expertise areas, and strategic priorities.

Proactive opportunity detection

Spot advisory moments before clients ask, using lifecycle events, regulatory deadlines, and behavioral patterns as early-warning signals.

Automated at scale

Run dozens of custom triggers simultaneously across your entire client base, with minimal manual monitoring required.

Tailored to your services

Configure triggers based on your firm's service portfolio, expertise areas, and strategic priorities.

Proactive opportunity detection

Spot advisory moments before clients ask, using lifecycle events, regulatory deadlines, and behavioral patterns as early-warning signals.

Automated at scale

Run dozens of custom triggers simultaneously across your entire client base, with minimal manual monitoring required.

Manage, prioritise, and act

Lead intelligence

Surface what others miss. Our AI analyses all client touchpoints, lifecycle events, external datasets and behavioral signals to identify advisory opportunities at exactly the right moment.

Complete portfolio visibility

Track signals across every client relationship simultaneously, with AI-flagged service offerings surfaced in a single unified view.

Revenue-weighted prioritisation

Automatically rank opportunities by potential value, so your team focuses energy where it drives the most growth.

Zero missed opportunities

Capture signals that would otherwise disappear in daily email volume or get lost in the noise, ensuring nothing slips through the cracks.

Complete portfolio visibility

Track signals across every client relationship simultaneously, with AI-flagged service offerings surfaced in a single unified view.

Revenue-weighted prioritisation

Automatically rank opportunities by potential value, so your team focuses energy where it drives the most growth.

Zero missed opportunities

Capture signals that would otherwise disappear in daily email volume or get lost in the noise, ensuring nothing slips through the cracks.

Complete portfolio visibility

Track signals across every client relationship simultaneously, with AI-flagged service offerings surfaced in a single unified view.

Revenue-weighted prioritisation

Automatically rank opportunities by potential value, so your team focuses energy where it drives the most growth.

Zero missed opportunities

Capture signals that would otherwise disappear in daily email volume or get lost in the noise, ensuring nothing slips through the cracks.

Know what to do next

Next best actions

Stop guessing what to do next. AI-powered recommendations guide your team to the highest-value actions for every client relationship, with clear context on why each opportunity matters.

Data-driven guidance

Every recommendation is backed by specific client signals, service fit analysis, and revenue potential and thereby removes guesswork from service offering planning.

Consistent follow-through

Ensure opportunities are acted on systematically across teams, eliminating the gap between spotting a lead and actually engaging the client.

Strategic resource allocation

Direct your team's time toward the opportunities with the highest likelihood of conversion and long-term value.

Data-driven guidance

Every recommendation is backed by specific client signals, service fit analysis, and revenue potential and thereby removes guesswork from service offering planning.

Consistent follow-through

Ensure opportunities are acted on systematically across teams, eliminating the gap between spotting a lead and actually engaging the client.

Strategic resource allocation

Direct your team's time toward the opportunities with the highest likelihood of conversion and long-term value.

Data-driven guidance

Every recommendation is backed by specific client signals, service fit analysis, and revenue potential and thereby removes guesswork from service offering planning.

Consistent follow-through

Ensure opportunities are acted on systematically across teams, eliminating the gap between spotting a lead and actually engaging the client.

Strategic resource allocation

Direct your team's time toward the opportunities with the highest likelihood of conversion and long-term value.

See your growth strategy

Client-service matrix

See the full picture. Visual mapping shows exactly which clients need which services, turning relationship intuition into structured growth strategy.

Instant gap identification

Identify untapped service opportunities across your client portfolio at a glance, with clear visibility into penetration gaps.

Service portfolio tracking

Understand which offerings are underutilised and where cross-sell potential is highest, enabling targeted campaign planning.

Strategic cross-sell planning

Move from ad-hoc opportunistic selling to deliberate, data-informed growth strategies with measurable targets.

Instant gap identification

Identify untapped service opportunities across your client portfolio at a glance, with clear visibility into penetration gaps.

Service portfolio tracking

Understand which offerings are underutilised and where cross-sell potential is highest, enabling targeted campaign planning.

Strategic cross-sell planning

Move from ad-hoc opportunistic selling to deliberate, data-informed growth strategies with measurable targets.

Instant gap identification

Identify untapped service opportunities across your client portfolio at a glance, with clear visibility into penetration gaps.

Service portfolio tracking

Understand which offerings are underutilised and where cross-sell potential is highest, enabling targeted campaign planning.

Strategic cross-sell planning

Move from ad-hoc opportunistic selling to deliberate, data-informed growth strategies with measurable targets.

How advisory scales

AI-powered client-service mapping makes every role in your firm stronger

For partners

Your advisory expertise becomes scalable. Every relationship insight surfaces automatically, prioritised by revenue potential.

For managers

Your team operates from a single source of truth. No more scattered spreadsheets or missed opportunities.

For advisers

You focus on relationships, not administration. The platform shows you exactly where to add value next.