In this webinar taster, we explored the pivotal role of data in shaping marketing and business development (MBD) strategies for professional services firms. The discussion focused on harnessing the wealth of data from various sources—such as adviser activities, matter/job information, financial details, and digital marketing metrics—to drive impactful campaigns and strategic decisions.
Key insights include:
- Quick Wins: Practical tips for firms embarking on their data journey, offering straightforward methods to maximise the value of existing or potential data.
- Best Practice: Advice for firms with advanced data systems on refining their data processes and extracting high-quality insights.
The session highlighted the importance of ensuring a seamless ‘data journey’—from collection through to analysis and application—to optimise data-driven decision-making, regardless of the firm’s current data size.
Members can view the full webinar by clicking on the button below –
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