Our Work

Alpha Advisors helped Crescent Bay Advisors (now Evoke) replace manual finance workflows with secure automation—cutting 30 hours of weekly work to 30 minutes, reducing ops headcount, and unlocking real-time, data-driven decision-making.

We helped Co-op Solutions design a churn-prediction ML product and roadmap, giving credit unions data-driven tools to spot at-risk members and strengthen loyalty.

A custom automation tool from Alpha Advisors streamlined EMR reporting, removed manual errors, saved hours daily, and helped Sagebrush Health recover major revenue.

Alpha Advisors helped Assured Partners solve a major data gap, creating custom workflows and SOPs that improved efficiency, ensured accurate commissions, and boosted confidence in data-driven decisions.