Talvio for advisory firms

Give clients a workforce-AI roadmap grounded in published benchmarks, not consultant intuition.

Talvio gives advisory teams a white-label workforce AI training analysis, checked against outside research. Your brand goes on the report. Every number has a published basis. The methodology pack is ready when the client's own analysts start asking questions.

Multi-client workspaces White-label PPT decks $99 per client analysis
Client_AI_Readiness_Findings.pdf
Your FirmPrepared for a Fortune 500 client
White-label
Where AI training pays off
Training Priority score by role · 9,200 employees · 1,460 titles matched
Financial & market analysts8.8
Operations & planning7.4
Customer & account teams6.1
Field & manual operations3.3
Checked against human ratings of how much of the work AI can help with (ρ=0.86, n=894) and against the Anthropic Economic Index. Methodology pack included.
Why advisory teams use Talvio

In a Fortune 500 room, your reputation is on the report. Not the tool's.

Boutique firm, part of a larger practice, or an internal transformation lead presenting to your own executives: you get the same hard questions. Talvio is built to make you the best-prepared voice in that room.

"How do you know this is right?"

The Training Priority score has been checked against outside research, and the methodology travels with the report. You answer with published numbers, not "trust our experience."

For boutique & independent firms
"Will this survive partner review?"

Every number traces back to a published occupation record, so the analysis holds up in your own review before it ever reaches the client.

For larger practice teams
"Why should leadership believe you?"

Walk into the executive session with a map you can defend and a costed first group to train, instead of a plan built on a hunch.

For internal transformation leads
Your shield when the client pushes back

The same honest validation you see on the home page, doing its work in the room.

When a client's own analysts, or a rival strategy firm, try to poke holes in your report, you are not defending an opinion. You point to independent studies, and to the fact that you reported the weaker result honestly.

0.86
Spearman ρ · Human ratings of where AI can help
Strong agreement in ranking with independent expert ratings of where AI can help with the work (Eloundou et al.), across all 894 scored occupations. This is the number for your validation slide.
0.46
Spearman ρ · Anthropic Economic Index
A moderate check against the AI task use this index actually observes (n=479). Real-world usage agrees with our ranking at least as closely as it agrees with the expert ratings. We call it moderate on purpose. A number you have already reported honestly cannot be used against you.

Being honest about the numbers is the difference. Most tools in this space suggest a precision they cannot support, and that is exactly what a sharp client analyst finds. Talvio ships with the methodology pack, Match Review, and one-click overrides, so the consultant, not the algorithm, makes the final call. You are not selling the tool's judgment. You are selling yours, with a solid instrument behind it.

What it costs inside a project

$99 of tool cost inside a five-figure advisory phase.

Talvio is not priced per seat, and not priced against the value it creates for your client. It is a small cost inside the work it supports. The analysis you would otherwise spend days putting together by hand becomes the fast, solid backbone of a billable workforce AI phase.

What it costs you
$99
per additional client analysis, on the $299/mo membership with two analyses included.
What it replaces
Days
of matching titles by hand, researching occupations, and building slides for each client.
What it supports
A phase
of a workforce AI project you scope and bill at your standard rate.

An example of how the cost sits inside a project, not a quote or an earnings claim. You set your own scope and rates.

What's yours, and what's the independent tool

The report you present is yours. The tool behind it is independent.

Two things reach the client, and it matters which is which. The exports you present carry your firm's brand. The live tool, if you choose to share it, carries Talvio's. That independence helps you; it is not a leak.

White-label exports

Your brand on the executive PPT.

The decks you present carry your firm's identity, not Talvio's. This is the file your client takes into their leadership meeting.

The live viewer · Talvio-branded

An independent tool the client can inspect.

If you share a client viewer link, the live app shows Talvio's branding, and that helps you. A Fortune 500 buyer is wary of a consultant marking their own homework. Seeing that the analysis sits on an outside, independently checked tool is exactly the reassurance they want.

Methodology pack & workspaces

Your work, kept separate.

Attach the methodology pack to proposals and SOWs, and keep every client in its own workspace with its own saved history. The method stays the same, and clients never mix.

How it fits a client delivery

From the client's roster to a deck you present, fast.

No integration, no IT project on the client side. Titles and departments only.

01

Get the roster

The client sends an Excel or CSV file of job titles and departments. No names, IDs, or sensitive employee data needed.

02

Score & review

Every title is matched to a U.S. O*NET occupation and given a Training Priority score. You fix any uncertain title matches in Match Review.

03

Shape the findings

Who to Train, What to Train, and the tool-gap split give you the backbone of the recommendation, set in the client's own situation.

04

Deliver as your own

Export the white-label executive PPT, the branded file you present, and attach the methodology pack. Share a live viewer link too if you want the client to look inside the independent tool behind it.

Consultant membership

Clear pricing, set per client.

No per-seat licensing and no vague "contact us." You see exactly what a client analysis costs.

For advisory firms
Consultant membership
$299 / month
Two client analyses included each month. Additional analyses are $99 each. Built for teams that do this client work again and again.
  • Multi-client workspaces
  • Two client analyses / month
  • White-label PPT exports
  • Client viewer links
  • Reusable methodology pack for proposals
  • AI Assistant for client match review
  • Saved client libraries & history
  • Client reports ready for the executive session
Start the membership →
One client project covers the year.

The membership is meant to be a small cost next to a single workforce AI phase you scope and bill at your standard rate.

Want to see it first?

Run the full sample report free before you bring a client's roster. See the demo →

Early-access pricing during beta. Secure checkout via Stripe.

What advisory firms ask

The questions before you bring a client.

Does the client ever see Talvio's branding?
It depends which thing they see. The executive PPT exports you present are white-label. They carry your firm's identity, not Talvio's. The live web app, including any client viewer link you share, shows Talvio's branding. That is on purpose. A client logging into an independent, checked tool is good evidence that you did not build the analysis to suit yourself. You control which of these the client sees.
How do I defend the score if a client analyst challenges it?
The Training Priority score (v2.2) is checked against independent expert ratings of how much of the work AI can help with (Spearman ρ=0.86, all 894 scored occupations) and against the AI task use the Anthropic Economic Index observes (ρ=0.46, n=479). Agreement with Felten AIOE is 0.97. We report that as consistency of method, not independent proof, because AIOE is also built on O*NET. The full methodology pack travels with the report, and the moderate AEI result is reported honestly. A number you have already disclosed cannot be used against you in the room.
What's included for $299/month?
Multi-client workspaces, two client analyses per month, white-label PPT exports, client viewer links, the reusable methodology pack, AI Assistant for match review, and retained client libraries. Additional analyses are $99 each.
What happens to my clients' data?
Each analysis stays in your account workspace until you delete it; nothing is sold. You upload titles and departments only — no names, IDs, or sensitive employee information. Talvio can optionally use an external LLM integration to assist with matching if you choose that support; otherwise matching runs through Talvio's proprietary algorithms.
Can I keep each client's work separate?
Yes. Each client lives in its own workspace with its own saved history, so client work stays separate and never mixes.
Can I show a client the live analysis, not just the export?
Yes. Client viewer links give a read-only live view while you keep control over exports, edits, and the workspace. The live app is Talvio-branded, so it is not white-label. That is the point: it is visible proof the recommendation sits on an independent, externally checked tool. Lead with the branded export, and offer the viewer link when a client wants to look at the basis themselves.

Make your firm the best-prepared voice in the room.

Start a client analysis on the consultant membership, or run the full sample report free to see exactly what your clients would get.

Questions about partner terms? Talk to the team →