DRIVING CLIENT VALUE & TRUST FOR ACCOUNTANCY FIRMS WITH RELATIONSHIP DATADevelop new business, improve client

experience, manage knowledge, and build

service line and sector brand presence in

key and emerging markets.

ADAPTING FOR AGILITY WITH RELATIONSHIP INTELLIGENCERegulation, technology, trust, independence,

and quality of services are creating challenges and

opportunities for Accountancy firms, as they strive to

increase standards to boost customer and investor

confidence. These drivers are forcing firms to design

integrated and innovative services using technology to

provide leading customer experiences. Relationship

intelligence based on accurate, relevant and timely

executive data can help Accountancy firms to sustain

C-suite relationships, open and maintain key

buyer relationships while raising awareness of their

services in key and emerging markets.

BoardEx is a global technology solution that connects

Accountancy firms to global business leaders and

decision makers from an ecosystem of public, private

and not-for-profit organizations to identify new

relationships, manage knowledge, and build

service line and sector presence.

Our proprietary relationship mapping algorithm

refined over 20 years powers the relationship

intelligence and executive insight in BoardEx. We help

Accountancy firms identify, monitor, and evaluate

their strategic relationships to drive long-term value

for their clients.

THE STRENGTH OF BOARDEX DATA

The difference is in our data. Our team of 350+ skilled

analysts conducts primary research, verifies, and

meticulously maintains 1.4M manually curated profiles. All

BoardEx data undergo a rigorous quality assurance

process. Validation checks include the accuracy, timeliness

and relevance of the data obtained from public sources

across the world. The team uses public filings, annual

reports, company websites, press and regulatory news wires

to build profiles. Discover how you can connect to 1.9M+

public, private and non-profit global organizations and the

1.4M individuals who lead them.

AMPLIFY THE VALUE OF YOUR NETWORK

Amplify the value of your network by combining your firm’s

professional relationships with BoardEx. Create a network

effect that helps you discover more, and the most, actionable

connections. Promote greater internal collaboration among

teams and extend your network’s reach into the marketplace.

CONNECTIONS

BOARDMEMBERS

LEADERSHIP TEAM MEMBERS & SENIOR MANAGEMENT ROLES*

10B+ 421,000 742,000

*Includes C-suite, management team and executive committee members

54,500 1,500,000 1,450

PUBLIC COMPANIES

PRIVATE COMPANIES

PRIVATE EQUITY FIRMS WITH TRACKED INVESTMENTS

Thought leaders of business use

the expansive dataset for the latest

insights and knowledge of sectors,

services, clients, and competitors

to inform firm strategy and

decision-making to increase

client and investor confidence.

Benchmark market position, conduct

peer analysis, and track people

movements to review, refine and

reposition audit, client relationship

management, and bid and pitch

strategies for growth and innovation

to exceed client expectations.

Invest in and focus on the client

relationships that matter and are

meaningful to your firm. Map

relationships from the individual to

your network to the market to find

the people behind deals, transactions,

and portfolio companies to quickly

identify the connections most likely

to drive successful conversations with

positive outcomes.

Go beyond your customer relationship management system

(CRM) to launch business

development, sales and marketing

initiatives to build a robust sales

funnel by targeting the most

actionable audience.

Integrate BoardEx into your CRM

system for a consolidated and always

current view of clients, prospects and

progress against opportunities and to

manage risk and knowledge across

account teams and the firm.

Source and profile speakers and

ambassadors for strategic relationship

programmes and other marketing

activities.

Recommend associations and

affiliations to Not-for Profit and other

organizations for Partners to join to

deepen account relationships.

OUR ACCOUNTANCY FIRM CLIENTS USE BOARDEX TO:

DEEPEN RELATIONSHIPS AND PROVIDE LEADING CLIENT EXPERIENCES

BUILD BRAND AND REPUTATION, MANAGE KNOWLEDGE AND RISK

Enable Partners to connect with

Chairpersons, board executives,

committee members, C-suite, and

other decision-makers to identify

synergies for mutual growth.

Identify new opportunities with

warm introductions and referrals

from your member firms, alumni, and

service providers, and M&A advisors

e.g. investment banks, law firms and

consultants to offer integrated client

services and solutions.

Help your clients identify current

and future talent from a globally

expanding database designed for

searching by unique talent search

criteria including diversity

and inclusion.

DEVELOP AND EXTEND FOOTPRINT IN MARKETS, ACROSS SERVICE LINES, AND SECTORS

50,000+Non-executives, C-suite, Leadership teammembers and Senior Managers in BoardEx are Accountancy Firm* Alumni

*Accountancy firms classified as those firms identified through the analysis of

annual reports for over 25,000 leading Public and Private companies

FOLLOW US ON SOCIAL MEDIA

@BoardEx /BoardEx

NEW YORKHippodrome Building 1120 Avenue of the AmericasNew York, NY 10036USA: 1-888-667-3325info@boardex.com

LONDON1st Floor29 Ludgate HillLondon, EC4M 7NXUK: +44 (0) 20 7160 9600info@boardex.com

For more information, visit corp.boardex.com or contact us at info@boardex.com for a product demonstration.

TO LEARN MORE SCAN ME:

BoardEx amplifies networks, unlocks

connections and highlights relationships to

enable Accountancy firms to adapt for agility

in a fast-evolving business environment.