driving client value & trust for …...from your member firms, alumni, and service providers,...
TRANSCRIPT
DRIVING CLIENT VALUE & TRUST FOR ACCOUNTANCY FIRMS WITH RELATIONSHIP DATADevelop new business, improve client
experience, manage knowledge, and build
service line and sector brand presence in
key and emerging markets.
ADAPTING FOR AGILITY WITH RELATIONSHIP INTELLIGENCERegulation, technology, trust, independence,
and quality of services are creating challenges and
opportunities for Accountancy firms, as they strive to
increase standards to boost customer and investor
confidence. These drivers are forcing firms to design
integrated and innovative services using technology to
provide leading customer experiences. Relationship
intelligence based on accurate, relevant and timely
executive data can help Accountancy firms to sustain
C-suite relationships, open and maintain key
buyer relationships while raising awareness of their
services in key and emerging markets.
BoardEx is a global technology solution that connects
Accountancy firms to global business leaders and
decision makers from an ecosystem of public, private
and not-for-profit organizations to identify new
relationships, manage knowledge, and build
service line and sector presence.
Our proprietary relationship mapping algorithm
refined over 20 years powers the relationship
intelligence and executive insight in BoardEx. We help
Accountancy firms identify, monitor, and evaluate
their strategic relationships to drive long-term value
for their clients.
THE STRENGTH OF BOARDEX DATA
The difference is in our data. Our team of 350+ skilled
analysts conducts primary research, verifies, and
meticulously maintains 1.4M manually curated profiles. All
BoardEx data undergo a rigorous quality assurance
process. Validation checks include the accuracy, timeliness
and relevance of the data obtained from public sources
across the world. The team uses public filings, annual
reports, company websites, press and regulatory news wires
to build profiles. Discover how you can connect to 1.9M+
public, private and non-profit global organizations and the
1.4M individuals who lead them.
AMPLIFY THE VALUE OF YOUR NETWORK
Amplify the value of your network by combining your firm’s
professional relationships with BoardEx. Create a network
effect that helps you discover more, and the most, actionable
connections. Promote greater internal collaboration among
teams and extend your network’s reach into the marketplace.
CONNECTIONS
BOARDMEMBERS
LEADERSHIP TEAM MEMBERS & SENIOR MANAGEMENT ROLES*
10B+ 421,000 742,000
*Includes C-suite, management team and executive committee members
54,500 1,500,000 1,450
PUBLIC COMPANIES
PRIVATE COMPANIES
PRIVATE EQUITY FIRMS WITH TRACKED INVESTMENTS
Thought leaders of business use
the expansive dataset for the latest
insights and knowledge of sectors,
services, clients, and competitors
to inform firm strategy and
decision-making to increase
client and investor confidence.
Benchmark market position, conduct
peer analysis, and track people
movements to review, refine and
reposition audit, client relationship
management, and bid and pitch
strategies for growth and innovation
to exceed client expectations.
Invest in and focus on the client
relationships that matter and are
meaningful to your firm. Map
relationships from the individual to
your network to the market to find
the people behind deals, transactions,
and portfolio companies to quickly
identify the connections most likely
to drive successful conversations with
positive outcomes.
Go beyond your customer relationship management system
(CRM) to launch business
development, sales and marketing
initiatives to build a robust sales
funnel by targeting the most
actionable audience.
Integrate BoardEx into your CRM
system for a consolidated and always
current view of clients, prospects and
progress against opportunities and to
manage risk and knowledge across
account teams and the firm.
Source and profile speakers and
ambassadors for strategic relationship
programmes and other marketing
activities.
Recommend associations and
affiliations to Not-for Profit and other
organizations for Partners to join to
deepen account relationships.
OUR ACCOUNTANCY FIRM CLIENTS USE BOARDEX TO:
DEEPEN RELATIONSHIPS AND PROVIDE LEADING CLIENT EXPERIENCES
BUILD BRAND AND REPUTATION, MANAGE KNOWLEDGE AND RISK
Enable Partners to connect with
Chairpersons, board executives,
committee members, C-suite, and
other decision-makers to identify
synergies for mutual growth.
Identify new opportunities with
warm introductions and referrals
from your member firms, alumni, and
service providers, and M&A advisors
e.g. investment banks, law firms and
consultants to offer integrated client
services and solutions.
Help your clients identify current
and future talent from a globally
expanding database designed for
searching by unique talent search
criteria including diversity
and inclusion.
DEVELOP AND EXTEND FOOTPRINT IN MARKETS, ACROSS SERVICE LINES, AND SECTORS
50,000+Non-executives, C-suite, Leadership teammembers and Senior Managers in BoardEx are Accountancy Firm* Alumni
*Accountancy firms classified as those firms identified through the analysis of
annual reports for over 25,000 leading Public and Private companies
FOLLOW US ON SOCIAL MEDIA
@BoardEx /BoardEx
NEW YORKHippodrome Building 1120 Avenue of the AmericasNew York, NY 10036USA: [email protected]
LONDON1st Floor29 Ludgate HillLondon, EC4M 7NXUK: +44 (0) 20 7160 [email protected]
For more information, visit corp.boardex.com or contact us at [email protected] for a product demonstration.
TO LEARN MORE SCAN ME:
BoardEx amplifies networks, unlocks
connections and highlights relationships to
enable Accountancy firms to adapt for agility
in a fast-evolving business environment.