Best practice and quick wins: how to make the data journey work for your firm’s MBD strategy

Professional services firms are data rich businesses – but this isn’t always leveraged when it comes to using data to inform marketing and BD strategies.

From front line adviser activities, matter/job information, financial information and digital marketing data – professional services firms of all shapes and sizes have either a little – or and more likely a lot – of raw client and contact data that can be invaluable when conceiving the next marketing or BD campaign, service line launch or new market entry – particularly when combined with external market data.

Ensuring data travels seamlessly from the point of collection to the point of analysis and usage is what’s called the ‘data journey’, and it may be one of the most important journeys a firm can embark on when it comes to optimising MBD strategies.

In this webinar, we will speak to two experts on the data journey in professional services firms, to identify:

1. Quick wins: for firms starting out on their own data journeys looking for quick and easy ways to make the most of the data they have (or could have)!

2. Best practice: for those firms with more advanced data systems that want to know how to consolidate their data journey and extract the highest quality insights

No matter how small or large a firm’s data pool currently is, we’ll explore how to harness it to the fullest potential to deliver more data-led decision making.

We hope you can join us.