12-13 November 2019
Melbourne Convention & Exhibition Centre

12-13 November 2019
Melbourne Convention & Exhibition Centre

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How to build a model for data-driven advice in your firm

Blue Room
Apps Live
Advisory & Analytics

Everyone is talking about selling data-driven business advice – but how exactly do firms do it at scale? Only by analysing financial and non-financial data together can you find commercially valuable insights for your clients. Join this walkthrough of how to use a business intelligence tool to analyse mixed data and create a custom report for an example client.

Key Takeaways: 

  1. Find out how BI tools can help you access the data you need to provide business advice
  2. Discover how you can track the progress of lodgements with the help of a BI tool
  3. Learn how to automate data collection and scale it across clients