How firms can capitalise on client data & insight opportunities

EPISODE · Aug 31, 2022 · 22 MIN

How firms can capitalise on client data & insight opportunities

from The Authentic Advisor · host Mindshop

With the right systems and processes accounting firms have an opportunity to deliver rich, data-driven insights to clients, a foundation for other business advisory revenue opportunities such as problem-solving discussions, strategy & implementation. But firms face a myriad of disparate data sources combined with a lack of capacity and technical knowledge. Amanda Kenafake CEO of Power Tynan addressed these challenges in her own firm five years ago and is now helping other firms on the same journey. Listen in as Amanda shares her tips on how firms can harness data and analytics to go beyond the numbers with clients and drive greater advisory revenue.

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How firms can capitalise on client data & insight opportunities

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