Having actionable data is essential to successfully marketing your firm and driving growth, but we have too much data, limited skillsets, and not enough or not the right systems to produce the data that partners can grasp easily. Interpreting marketing KPIs for firm leaders is critical for providing valuable evidence to inform decision making, but it also elevates and empowers marketing teams to become influential in co-creating a culture of growth. 

So how can your marketing department – regardless of the size of your department or firm – use existing tools and resources to deliver insights that translate to business strategy? Do you have the right KPIs demonstrating the results that matter?

In this discussion, our panelists explored:

• Which performance metrics firm leaders use to gauge segment and service performance, and why it’s important for marketing to be in that loop (actionable data is a two-way street)
• How to align marketing KPIs with business growth goals as a unified, holistic approach to strategy – what is profitable and what works
• Why it’s important to have a defined vocabulary (you need to speak the same language), consistent communication, and team commitment
• How do you get started with what you have, what are some tools you and your firm leaders should be looking at, and steps you can take now to take your data analytics to the next level