Benchmarking for Accountants & Financial Planners
You are already dealing with the financial affairs of your business clients – so why not supply more?
Benchmarking Solutions can offer accountants & financial planning organisations the opportunity to improve services to their clients and build lifelong business relationships.
KEY BENEFITS for Accountants & Financial Planning include:
- A platform – to turn existing financial information into benchmarks your clients can use as a performance management tool.
- Client profiling - to allow your organisation the ability to connect a mixture of business clients into clearly definable groups to allow them to benchmark to other similar businesses.
- Online portal – allowing your clients confidential access to integrated benchmark solutions at their convenience on a 24/7 basis.
- Full business solution - enhance your traditional financial services by offering benchmarking to deliver a more comprehensive business package.
Key Benchmarking Options – deliver a fully customised benchmarking service or take advantage of our templated surveys which include Profit and Loss Surveys, KPI tracking, Business Growth Survey or any other benchmaking combination that you require.