Reduce complexity. Mitigate risk. Deliver a more dynamic client data driven customer experience.

Sep 28, 2022

At Risk Dashboard we recommend the orchestration of risk across the customer journey, to improve client efficiency and effectiveness.

The ability to identify, understand, mitigate and ultimately transfer risk lies at the heart of protecting your clients business.

Data is a critical source of intelligence, data shapes marketing plans, financial plans, innovates products and determines your clients customer experiences.

How advisory manages, collects and interprets client non-financial data will ultimately determine your clients revenue and success.

The developing risk landscape

With changing regulations and ever-present new risks emerging, keeping up with business risks and compliance is business critical for your clients.

Risk Dashboard equips advisory with the tools that you need to keep your clients ahead of the vulnerabilities and threats.

Advisory risk leaders should look to implement real-time capabilities to reduce complexity, mitigate risk, and increase efficiency, whilst also delivering a more dynamic client user experience.”

Anyone who has ever made a business-critical decision will relate to the adage “Forewarned is forearmed”. When you’re aware of the risks you could face, you can ensure the right plans are in place to mitigate  negative impacts.

Non-financial business advisory is becoming an essential tool in the kit-bag for accountants and business advisors, who are looking for new revenue streams to compliment the traditional heavy lifting services of compliance work, which represents 80% of the revenue of most advisory firms.

Unlocking data, to avert the energy crisis, providing vital support

Did you know that data-driven organizations are x2 more profitable and achieve x8 the growth over their peers?

Unlocking revenue using data from existing clients is always a faster, easier way to boost income rather than chasing new business.

Your clients will be looking to advisory to avert the risk of insolvency if energy costs continue to rise into next year, despite the Governments ‘short and temporary’ support. Are you using client data to manage their expectations whilst playing a vital role in mitigating the energy crisis for clients?

Why Risk Dashboard?

As a specialist provider of analytical solutions to the accounting / advisory sector, Risk Dashboard delivers real-time evidence based continuous analysis for improved reporting and decision making for accountants, business advisors and their clients.

Risk Dashboard supports the advisor transition from risk management as a stand alone activity to a quantitative tool built into key decisions and processes of an organisation.

No matter the magnitude of the challenge, the big win for advisory leaders of the future will be the ways in which uncertainty can be lowered by reducing the number and impact of unexpected client risk events – using data as the source.

If you would like to know more about how Risk Dashboard can help in creating a wider ‘advisory risk’ based solution please contact Neil Campbell, Commercial Director at Risk Dashboard on info@riskdashboard.co.uk

 

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