Firms that focus on existing client relationships are growing faster, and more profitably, than their peers. In fact, those leveraging relationship intelligence see a 30% increase in internal referrals and cross-sell revenue, and cross-selling alone can drive up to a 20% lift in sales.
This guide reveals how today's top accounting firms are using relationship intelligence to uncover cross-selling opportunities, by identifying whitespace and enabling warm intros, and how they're building stronger client data foundations to power firm-wide marketing and business development efforts.
You'll learn:
- How relationship intelligence helps deepen client value and improve retention
- How leading firms use technology to uncover whitespace and foster internal collaboration around advisory growth
- What a modern data foundation looks like, and why it's essential before CRM adoption, M&A, or private equity discussions
- How to deliver insights directly into fee earners' daily workflows to drive action and results