An honest assessment of the current situation can be a key component of prioritising and targeting change. We created a Dashboard Analysis Program (see below) to provide a scoring mechanism on the key aspects of your business. This will allow you and us to build a strategic plan with priorities and action.
These dashboards are unique to the types of business we worked with which is why we created different dashboards. Although there are similarities we felt it important to have two:
- Financial Institutions Dashboard
- Financial Adviser Dashboard