The Advisory Exchange: From Opportunity to Client Delivery
A practical session exploring how professional services firms can connect opportunities, client relationships and client delivery in one place.
Date and time
Details
The Advisory Exchange brings together professional services leaders to explore how firms can create a more connected journey from initial opportunity through to ongoing client delivery.
The session will look at how business development, client relationships, engagements and internal teams can work from the same source of information, giving firms clearer visibility across the entire client lifecycle.
Attendees will hear practical examples of how connected systems can help reduce handover gaps, improve collaboration between teams, strengthen key client relationships and identify new opportunities for growth.
The event will also include time for discussion and networking with peers across the professional services sector.
Speakers
Managing Director at North & Co Advisory, with more than 15 years of experience in client strategy, business transformation and professional services growth.
Testimonials
The level of visibility we now have across client relationships and delivery has completely changed how our teams work together. We can see opportunities earlier, collaborate more effectively and give clients a far more connected experience.