Elevating senior living care with data-driven, AI-enabled, and resident-focused technology

Unify finance, operations, sales, and resident engagement with secure, scalable solutions driven by modern data infrastructure and AI innovation.

Managing multiple communities is complex. At ekSource, we connect data, platforms, and teams across finance, sales, and resident engagement. From Snowflake-based data lakes and CRM tools like Sherpa and Salesforce to AI-powered reporting, our solutions help operators make faster decisions, streamline operations, and stay focused on what matters most: resident care and growth.

$135B

by 2030— projected growth of the U.S. senior living market from $91.8B in 2024.

[Source: Grand View Research]

70%

of operators cite “technology integration” as a top challenge.

[Source: NIC MAP Vision Survey]

33%

of staff time is spent on manual reporting and data reconciliation.

[Source: Senior Housing News]

50%+

operators say predictive analytics is their next tech investment focus.

[Source: Argentum]

2–5%

margin gains—reported by operators who implemented integrated reporting and AI insights.

[Source: McKinsey Senior Living Report]

Solving real challenges in senior living operations

We help senior living operators remove friction, reduce overhead, and unlock strategic visibility—by solving the foundational challenges that slow teams down.

ekSource solutions built for the senior living communities

We design and deliver data-first, AI-augmented systems for multi-location operators across finance, sales, and operations.

Data Lakes and Warehouses on Azure, AWS, Snowflake, and Databricks

Unify structured and unstructured data across CRM, ERP, and community tools—building scalable platforms for analytics, compliance, and automation.

CRM Integration (Sherpa, Salesforce, HubSpot)

Integrate sales and prospecting tools like Sherpa with Salesforce, finance systems, and internal databases—creating a 360° view of leads, tours, move-ins, and follow-ups.

AI-Driven Sales and Occupancy Models

Predict lead conversion likelihood, move-in timelines, occupancy gaps, and retention risk—enabling proactive strategies with machine learning models.

Operational Dashboards and Forecasting

Build intuitive dashboards for occupancy by community, staffing ratios, and budget variance, resident lifecycle metrics and sales performance across markets.

Financial System Integration and Reporting (Alteryx + BI)

Connect ERP, GL, and payment systems with Alteryx workflows and BI dashboards—automating community-level reporting, margin analysis, and reconciliation.

AI-Powered Assistants for Sales and Ops

Build AI bots to summarize pipeline data, suggest follow-up strategies, and provide insight into resident trends—delivered directly within CRM or dashboard environments.

Data Governance and User Role Control

Secure access management ensures that corporate, regional, and community-level users see only the data relevant to their roles—HIPAA and SOC-2 aligned.