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Collectiv

Automation & Workflow · LLM Agents & RAG · MLOps & InfrastructureChicago, USAFounded 2016

Collectiv is a Microsoft Solutions Partner offering consulting and strategic services to design, implement, and optimize Microsoft Fabric, Databricks, and Power BI-based AI-ready data architectures for enterprise decision impact.

4.9
Average rating
17
Mapped reviews
100%
Profile coverage

Company & commercials

Primary category
Automation & Workflow
Team size
25-50 employees
Typical budget
$50K - $150K
Primary industry
Financial Services & Insurance
Provider overview

A clear view of what Collectiv does best.

Structured from supplied company information and mapped to RankGlobal's controlled AI and industry taxonomy.

Company profile
Automation & Workflow provider for Financial Services & Insurance

Collectiv is a Microsoft Solutions Partner offering consulting and strategic services to design, implement, and optimize Microsoft Fabric, Databricks, and Power BI-based AI-ready data architectures for enterprise decision impact. RankGlobal maps its primary capability to AI Integration within Automation & Workflow, with supporting relevance to AI Copilots, CRM Automation. Its strongest supplied industry signals align with FinTech Platforms, General Retail.

See how this profile was mapped →
Primary AI category
Automation & Workflow
Strongest industry signal
Financial Services & Insurance
Engagement profile·$50K - $150K·25-50 employees·Service
Mapped capabilities · 5 categories
Technology

Platforms, methods and technical signals

Microsoft FabricPower BICopilot

Tools and platforms named in Collectiv's supplied company profile.

Expertise

Named expertise on file

  • Data Strategy

    Expert data strategy services that align enterprise data initiatives with business goals and execution roadmaps

    data strategybusiness alignmentexecution planninganalytics readinessoutcome focus
  • Data Architecture

    Designs and builds scalable, unified data architectures integrating CRM, ERP, analytics, and BI tools into a single source of truth

    data architecturedata integrationcloud & lakehouse designanalytics foundationscalable infrastructure
RankGlobal provider intelligence
Analyst brief

Mapped Evidence Report

A decision-support view of Collectiv, built from mapped taxonomy signals, evidence confidence, commercial profile and reviews.

Primary feed set
Automation & Workflow
Compared with
1,603 providers
Evidence signals used
3 signals
Publication status
Published
Structured evidence signal
100/100
Strong evidence
57th percentile of 1,603 peers · peer median 100
Profile coverage100
Taxonomy density100
Review signal100
Peer benchmark
How the profile compares

Automation & Workflow among 1,603 published providers

Average rating4.87 · median 4.83
Mapped reviews17 · median 10
Profile completeness100% · median 100%
Taxonomy breadth20 · median 19
Signal radar
Multi-dimensional evidence
RatingReviewsCoverageBreadth
This profile (percentile) Peer median
Capability mix
Mapped category signal
Automation & Workflow100%
LLM Agents & RAG96%
MLOps & Infrastructure76%
Natural Language Processing76%

Imported mapping confidence for each category — not a share of work, revenue, or delivery volume.

Mapped industries
3 industries on the map
3
Financial Services & Insurance33%
Retail, Wholesale & Consumer Goods33%
Nonprofit, Associations & Social Impact33%

Share of mapped industry rows on the taxonomy map — not share of work or revenue.

Evidence mix
Mapping grades
Direct20% · 4
Supported75% · 15
Adjacent5% · 1

Imported mapping grades across 20 taxonomy mappings — not a search ranking.

RankGlobal analyst interpretation

What the mapped signals say

Collectiv presents as a strong evidence profile for Automation & Workflow. It ranks in the 57th percentile of 1,603 published providers in Automation & Workflow, and 17 reviews back the commercial profile.

Current positioning: P57 evidence quality · P56 industry breadth
Strongest signals
Evidence-backed strength in Automation & Workflow is the profile's clearest signal in the mapped taxonomy.
Best user fit
Financial Services & Insurance buyers evaluating Automation & Workflow at a $50K - $150K engagement size.
Confirm before engagement
Confirm current delivery capacity directly — mapped signals reflect profile evidence, not live availability.
Client feedback signals
17
Reviews
4.9
Average rating
0
Publicly reshared
Published
Listing status
How this report is calculated →
Capabilities

Evidence-led AI expertise.

Capabilities are listed with their mapping grade (Direct, Supported, Related, or Adjacent).

Industry experience

Where this expertise is most relevant.

Industry mappings are organized by evidence strength so buyers can distinguish demonstrated alignment from broader search relevance.

3 mapped subindustries
Client feedback

What clients say.

Reviews and ratings published for this provider.

With Collectiv, you've got a partner that's truly vested in your efforts. Not only is the Collectiv team able to speak the language of finance and Power BI, but it's also like we're finishing each other's sentences.

Grant Lewis, Consultant

Collectiv resolved our problems within hours, not within days or weeks.

Alicia Battershell, Director of Financial Planning and Analysis

Collectiv quickly understood what we were trying to do and their suggestions were always dead on.

Brian Lewis, President and Chief Financial Officer

Collectiv brought a wealth of real-world experience and made an implementation impact from day one.

Dave Sawdey, Global Leader of Portfolio Analytics and Business Intelligence

Collectiv's expertise in our transition to a modern cloud data architecture has been invaluable.

Matt Ambuehl, Director, Business Intelligence

Collectiv was always focused on the right stuff. Their main priority was enabling and empowering our team.

Danny Bharat, VP Planning Analytics

Collectiv's training focused on applied learning, so we got great experience in actually using the product.

Kyle Patterson, Director of Innovation and Performance
5
Unifying Business Planning through Microsoft Fabric AI Integration

Their Integrated Business Planning (IBP) framework eliminated our Excel silos. We now plan exactly where our data lives in Microsoft Fabric.

VP of Finance
5
Optimizing Semantic Model Performance by 40% with Specialized AI Partners

Collectiv is the only partner we found that truly understands Fabric IQ. They optimized our semantic models to run 40% faster.

Director of Analytics

10 mapped reviews · 17 published quotes

Showing 9 of 17, ranked by display order then recency.

Rating distribution
5
10
4
0
3
0
2
0
1
0

Ratings aggregate 17 reviews at the average shown above.

Transparent profile intelligence

How RankGlobal maps this profile.

RankGlobal maps this profile against a controlled taxonomy. Mapping grades on capability and industry cards describe how the profile is classified. Source strength for ranking decisions follows the hierarchy published on Research— a mapping grade is not a claim of discoverability weight.

Tier 1 · Authoritative
Regulators, registries, certifications, signed client evidence.
Highest evidentiary weight
Tier 2 · Independent
Credible media, industry bodies, partner directories, third-party datasets.
Strong with attribution and recency
Tier 3 · Provider-controlled
Company site, case studies, press releases, structured submissions.
Accepted as a claim; verification raises weight
Tier 4 · Discovery-only
Directory listings, aggregations, and early discovery signals.
Used for discovery; weighted accordingly in ranking

Direct, Supported, Related and Adjacent appear on mapped cards as classification grades. They do not rank how discoverable a provider should be.

RankGlobal trust center →
Ready to evaluate this provider

Move from discovery to a focused conversation.

Your enquiry goes to the RankGlobal research team, not the provider's sales inbox. Sending it does not affect their ranking.

Before you reach out

What RankGlobal holds on file for Collectiv, and the three things worth confirming directly once you're in touch.

Primary category
Automation & Workflow
Primary industry
Financial Services & Insurance
Typical budget
$50K - $150K
Team size
25-50 employees
  1. 1
    Name the use case

    Say which Automation & Workflow problem you are evaluating, so the research team can route your message accurately.

  2. 2
    Pressure-test the budget band

    The $50K - $150K band on file is a profile-level figure. Ask what a scope like yours actually lands at.

  3. 3
    Ask for a reference

    Request a client reference in Financial Services & Insurance — the strongest industry signal on this profile.

Enquire about Collectiv

Three fields. Anything longer belongs on the full contact page, linked below.