Use What You Have: Discovering Client Insights in Your Existing Data

It can be intimidating to think about building an outcomes management system. But chances are, you already have more than enough data to begin understanding how your products and services are affecting the lives of your clients. Use what you have and build from there! This webinar will discuss how to use your existing client data to reveal actionable client insights. The webinar aims to discover: 

• How to use financial transaction and demographic data to understand which clients are using your products, with what frequency, and how successfully. 
• What client data can reveal about the quality of your staff, the effectiveness of your marketing, and how well your products fit your clients’ needs. 
• What else you can do to improve your outcomes management systems.  

SPTF is pleased to welcome speakers Jacobo Menjovsky, Data Analyst, and Mariano Frontera, Director Ejecutivo of Fundación Dominicana de Desarrollo.

About this Series:

SPM Essentials is a new webinar series that highlights practical strategies for today’s management challenges. The series will run throughout 2021 and will cover topics from all seven dimensions of the Universal Standards for SPM, including client protection, human resource development, environmental management, responsible returns, and more. Learn more>>