Solution Center Webinar | Winning New Business and Higher Credibility with Industry-Specific Insight

Client Accounting Services (CAS) is rapidly becoming a core growth driver for firms—but as competition increases and technology automates traditional work, differentiation is essential. Today’s business owners want more than transactional support; they’re looking for strategic partners who understand their industry and deliver insights that improve performance.

In this webinar, hosted by Nicolle Bouffard DeLiso and Susan Bell, you’ll learn how to build industry-specific credibility by using benchmarks, sector trends, and market intelligence in your marketing, business development, and client conversations. We’ll also share practical consultative selling techniques—scripts, frameworks, and role-plays—to help you shift from pitching services to solving real business problems.

Walk away with tools to strengthen your positioning, earn trust faster, and win more business.

What Vertical IQ will cover:

• Understand why industry-specific credibility is now essential for CAS growth and differentiation.
• How using benchmarks and industry insights can help strengthen positioning in marketing and business development.
• Lead more effective prospect and client conversations by speaking to industry challenges, risks, and opportunities.
• Apply consultative selling techniques to move from pitching services to diagnosing problems and delivering value.
• Build trust faster and win more business by demonstrating expertise that feels tailored and strategic.