Our firm belief is that data is the backbone to all firms.
Data impacts every aspect of your business, which is why we help financial advisory firms regain control of their database.
We start with our simple database assessment, which will give you a quick, cost-effective snapshot of your firm’s data. For a longer-term data management solution, we can then help you identify and extract data that is vital to your business, and clean up your database so it is easier to handle.
We can help you achieve a lasting, high-quality data standard by:
- Filtering out inactive data
- Segmenting active client data
- Identifying data gaps
- Enabling straightforward monitoring
- Providing tools for continued iO automation
If you are looking to sell, to acquire, to have faith in all of the data being shared with your clients or to scenario plan, then look no further. Our range of services and training allows firms to outsource this key requirement if there are no internal resources and skills available or to save significant time and energy in delivering.
For example, we can put you in touch with trusted data cleansing providers for both bulk and real-time projects. Additionally, our UDMI reporting can make valuation planning simple by highlighting problems and providing practical solutions in the event of failure.
A key area that has had tremendous success is our best practise process -on Intelligent Office. We have been able to provide 100% visibility on all client valuations not just automated and scheduled. With several firms, we have implemented a tried and tested process both internally and outsourced so that business owners know their client’s plan valuation data is maintained and correct.
Consultants working with firms to prepare them for sale have seen differences of up to 15% in the valuation based on data and evidence. The quality of data within your technology and processes plays a fundamental part in evidencing this.
