Free Webinar

Client advisory services (CAS) practices have a competitive edge that’s too often overlooked: unparalleled access to a rich stream of client data. But having data isn’t the same as activating it. This webinar explores how forward-looking CAS firms are transforming raw information into strategic advisory fuel.

Thanks to modern tools, CAS leaders now have real-time visibility across clients, enabling trend analysis, sharper forecasting, and deeper insights. While firms have historically leaned heavily on financial data, the current technology landscape allows them to incorporate operational and non-financial data into the advisory conversation—redefining the value they deliver.

Join us to uncover how to structure, visualize, and act on this new era of data to elevate your firm’s advisory impact.

Learning objectives:

• Identify key operational data sets within CAS platforms that go beyond traditional financial reporting.
• Explore methods to structure and visualize multi-source client data for actionable insights.
• Evaluate trends across client data to inform more accurate forecasting and strategic planning.
• Identify data-driven approaches to move from transactional services to higher-level advisory engagements.
• Leverage operational and spend management data to guide clients in making smarter, non-financial business decisions.