Data, AI & Predictive Modeling Advisory
Turning Business Intelligence Into Business Advantage
IN
RAISED
BUSINESS PLANS
INDUSTRIES
Unlock Smarter Growth with AI-Powered Insights
The future of business isn’t just about collecting data — it’s about understanding it, predicting outcomes, and making confident decisions.
At Wise Business Plans®, we help companies transform raw data into actionable intelligence through our Data, AI & Predictive Modeling Advisory Services.
We combine business strategy, data science, and artificial intelligence to help you forecast performance, optimize operations, and identify growth opportunities before they happen.
Whether you’re managing marketing campaigns, cash flow, or customer retention, our predictive analytics solutions give you the clarity and precision needed to scale faster and smarter.
What It Is?
Our Data, AI & Predictive Modeling Advisory is a specialized service designed to help organizations leverage advanced analytics and machine learning for strategic advantage.
We go beyond dashboards and reports — delivering AI-enhanced forecasting, predictive modeling, and performance optimization tools that align with your real-world goals.
Each solution is custom-built by U.S.-based analysts and developers, ensuring accuracy, security, and seamless integration with your existing systems.
Core Deliverables
Our advisory offering delivers fully customized insights and automation tailored to your business model and industry:
- Predictive Financial Modeling - Use AI-driven forecasting to anticipate revenue, cash flow, and expense trends — helping you make faster, data-backed decisions.
- Customer Behavior Analysis - Understand your audience like never before. Machine learning models help you segment, target, and predict customer behavior, churn, and conversions.
- Scenario & Risk Modeling - Run “what-if” simulations to test different business strategies — from pricing changes to capital allocation — before committing real resources.
- Operational Dashboards - Visualize KPIs in real time using tools like Tableau, Power BI, or Wise’s own Custom Dashboard Systems.
- AI-Driven Market Research - Automate competitor tracking, sentiment analysis, and market trend forecasting using AI-driven tools and real-time web data.
- Automation & API Integration - Connect your CRM, marketing, accounting, and analytics tools into a unified ecosystem — enabling continuous, actionable insight flow.
Why It Matters
Businesses that use predictive analytics grow 2.5x faster than those relying on traditional reporting alone.
The global AI & Data Advisory market now exceeds $45 billion, expanding at 20%+ annual growth, proving that data-driven decision-making is now a competitive necessity.
Wise Business Plans® empowers companies to:
- Make smarter, faster decisions with real-time intelligence.
- Eliminate guesswork through AI forecasting and scenario modeling.
- Improve ROI by identifying strategies that truly drive growth.
- Build sustainable competitive advantage through automation and analytics.
With Wise, your business doesn’t just plan for the future — it predicts it.
Ideal Clients
Our Data, AI & Predictive Modeling Advisory is designed for organizations that need deeper insights, smarter forecasting, and actionable data strategy to improve performance and efficiency.
We serve a wide range of clients, including:
- Growth-stage companies scaling operations and managing complex performance data.
- E-commerce, SaaS, and fintech firms using predictive analytics for customer behavior and revenue optimization.
- Manufacturing and logistics providers leveraging AI for demand forecasting, supply chain efficiency, and resource management.
- Municipalities and public-sector agencies applying predictive modeling for community planning, budgeting, and infrastructure optimization.
- Healthcare organizations and clinics using AI to track patient outcomes, streamline operations, and forecast resource needs.
- Consulting firms and marketing agencies embedding live analytics and automation into client dashboards.
- Any data-rich business or institution that wants to make intelligence a daily advantage.
Integration with Wise Dashboards & Retainer Consulting
This service integrates seamlessly with Wise Custom Dashboards and Strategic Retainer Consulting to create a complete ecosystem for data-driven business management:
Plan • Build • Analyze • Optimize
From strategy development to KPI visualization and predictive insights, Wise provides the tools and expertise to keep your business ahead of the curve.
Proof of Expertise
For over 15 years, Wise has helped thousands of businesses in 400+ industries plan, fund, and grow successfully.
Now, through the Wise Advisory Division, we bring that expertise into AI, data, and predictive strategy — giving clients access to the same analytical power used by enterprise leaders.
Our advantages include:
U.S.-based data and AI experts
Custom-built analytics for every business model
Transparent pricing and timelines
Secure, GDPR-compliant integrations
Backed by a trusted brand featured in Forbes, TechRadar, and Sovereign Magazine
Pricing & Packages
Turning Business Intelligence Into Business Advantage
Data Essentials Package — Starting at $4,995 (One-Time Setup)
Perfect for startups and small businesses taking their first step into data analytics.
Includes:
- Initial data audit and performance benchmark report
- 3 custom KPI dashboards (Power BI, Tableau, or Google Data Studio)
- 1 predictive financial model (sales or revenue forecast)
- Monthly reporting templates and training
- One 90-minute strategy session with a Wise data advisor
Timeline: 4–6 weeks
Best For: Early-stage businesses seeking clarity and forecasting insight.
Predictive Growth Package — Starting at $9,995 (or $2,995/month x 4)
Ideal for companies scaling operations and ready to integrate AI-based forecasting and automation into daily decision-making.
Includes:
- Advanced predictive models (sales, demand, or cash flow)
- Customer behavior and churn analysis using machine learning
- CRM and marketing platform integrations
- Interactive AI dashboard with automated data pulls
- Quarterly performance reviews and optimization sessions
- 60-day post-launch support
Timeline: 6–10 weeks
Best For: Mid-market e-commerce, SaaS, logistics, or healthcare providers with established data systems.
Enterprise AI Intelligence Suite — Custom Quote (Starting at $25,000)
For large organizations, municipalities, and enterprise-level operations requiring full-scale AI integration, automation, and predictive intelligence.
Includes:
- End-to-end data architecture design and implementation
- Multiple predictive models (revenue, workforce, risk, demand)
- AI-driven scenario modeling and real-time decision dashboards
- Integration with CRMs, ERPs, and APIs (Salesforce, QuickBooks, HubSpot, etc.)
- Dedicated data scientist and analytics project manager
- Team training, documentation, and ongoing support (3–6 months)
- Optional integration with Wise Retainer Consulting for continued optimization
Timeline: 12–16 weeks
Best For: Municipalities, healthcare systems, and enterprise brands managing complex, high-volume data environments.
Optional Add-Ons
Custom Dashboard Expansion — Starting at $1,500 per additional module
AI-Powered Market Research Report — Starting at $2,000
Integration with Wise Retainer Program — Starting at $995/month
Why Clients Trust Wise Business Plans®
4.9/5
4.7/5
5/5
Our Partners
Frequently Asked Questions (FAQs)
AI and predictive modeling advisory helps you use data and machine learning to forecast trends, improve performance, and make smarter business decisions.
At Wise Business Plans®, we build customized models that predict sales, revenue, customer behavior, and market shifts — helping you plan strategically, reduce risk, and stay ahead of competitors.
Our AI and data advisory services are ideal for growth-focused companies across industries like e-commerce, SaaS, logistics, healthcare, finance, and manufacturing.
Any organization that collects operational or customer data can benefit from predictive insights that improve efficiency, ROI, and strategic decision-making.
Our developers use secure API-based integrations to connect CRMs, marketing platforms, and accounting tools such as HubSpot, QuickBooks, Shopify, or Salesforce with AI dashboards.
This enables real-time analytics without disrupting existing workflows.
Yes. Wise Business Plans® follows strict data security, encryption, and GDPR compliance standards.
All work is performed in-house by our U.S.-based team — ensuring your proprietary data remains private, accurate, and protected.
Typical implementation takes 6–10 weeks, depending on data complexity and integrations.
After launch, Wise provides training, documentation, and ongoing support through our Retainer Consulting Program to ensure lasting success.
Ready to Make Data Work for You?
Your data holds the answers to your next phase of growth — we’ll help you uncover them.
Schedule a Confidential Consultation Today
