YOUR TEAM'S GO-TO RESOURCE

Get tangible results from your marketing efforts with Industry Intelligence.

ACCOMPLISH MORE

Industry Intelligence enables your team to work more efficiently, saving time and effort.

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TARGET YOUR MARKETING

Create focused campaigns that speak directly to your clients' and prospects' pain points.

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GROW REVENUE

Meet your firm's revenue and growth goals by attracting new clients and expending existing relationships.

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ACCOMPLISH MORE DURING YOUR DAY

Save your team valuable time.

A small staff can achieve big results when they have the right tools at their disposal. With Industry Intelligence, you can create both efficiencies and effective marketing content. We’ve done the legwork for you!

  • Our easy-to-digest Industry Intelligence covers more that 90% of the businesses that comprise the economy, saving time and effort. 
  • Help key team members prepare for meetings in just minutes by reviewing the Industry Profile or Call Prep Sheet.
  • Shareable, personalized content makes client or prospect follow-ups a snap for the accountant.
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TARGETED MARKETING

Speak their language.

Effective marketing requires you to meet the client or prospect where they are. Industry Intelligence enables your team to “talk the talk,” whether in person or via your marketing collateral.

  • Incorporate Industry Intelligence into your content development processes to create tailored presentations and marketing pieces that resonate.
  • Gain an understanding of common industry risks and trends, as well as factors impacting the local economy.
  • Ask the right questions and have industry-focused conversations about the issues that matter most to the client or prospect.
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GROW REVENUE

Make a positive impact on the firm's bottom line.

Marketing is often seen as revenue-spender. Prove your team’s value and generate tangible bottom line results by bringing in new business and growing existing relationships. Industry Intelligence allows you to:

  • Share industry articles and updates, as well as economic data, to build the firm's reputation as a value-added advisor.
  • Set your firm apart from the competitors by utilizing Industry Intelligence to pursue prospects in niche industries.
  • Identify cross-sell opportunities for succession planning, wealth management, and more with insights on industry-specific trends and valuation data.
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INDUSTRY INTELLIGENCE FOR THE WIN

A tool you and your firm can count on.

Effective marketing helps a company stand out from the crowd. Industry Intelligence ensures your team has the insights needed to develop the tailored marketing collateral your accounting firm needs to win more new business while also solidifying your trusted advisor role with existing clients.

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