Harnessing the Power of Client Data: Moving Beyond the Traditional Risk Paradigm
For too long, professional services firms’ data has lived and died in departmental silos, creating blind spots and inefficiencies, and often introducing risk. As the risk paradigm evolves, the most innovative firms recognize the strategic role risk teams and client onboarding data can play across the firm.
In this session, you’ll learn how client data produced from due diligence and conflicts clearance presents significant opportunity — in marketing and client business development, firm management, operations, or overall growth strategy — and understand how leading firms are mobilizing to put this mission-critical data to work.
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