Our servicesData Management
Insight and Control of your Data
Our firm belief is data is the backbone to all firms.
The goal is to turn data into information, and information into insight.
Having knowledge of your data and faith in your data impacts every aspect of a business. With our simple to understand and comprehensive database assessment any firm can have a quick cost-effective snapshot of their data.
Looking on a longer term, we work with financial advisory firms to establish the data that is important to them, methods to analyse and extract the data. We then assist with processes to clean data and procedures to keep data clean moving forwards.
If you are looking to sell, to acquire, to have faith in all of the data being shared with your clients, 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 internally as a programme for internal control.
A key area that has had tremendous success is our method on Intelligent Office. We have been able to deliver/produce 100% visibility on all client valuations not just automated and scheduled. We have implemented with several firms 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 stated seeing 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