What will it take to thrive in a changing environment?

2018 Macquarie Accounting and Financial Services
Benchmarking Report

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Our perspective

The role of the adviser is changing

The role of the adviser is changing, and the future is focused on the client. Advisers and accountants have the opportunity to build stronger relationships by offering personalised experiences at every client touchpoint. To do that, you need a highly skilled and motivated team, and you need to empower that team with the technology and systems optimised for automation, efficiency, and productivity.

How can firms thrive?

Clients

It's no surprise that focusing on clients is a key driver of success.

Skilled advisers will build a deep understanding of a client’s goals and aspirations, and proactively identify areas where those needs aren’t being met.

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How can firms thrive?

Systems

Top industry performers are confident technology users.

Two of the top three drivers for improving profitability are improved efficiencies through better use of technology and optimised processes and office efficiency.

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How can firms thrive?

People

Working with a great team will drive better business performance.

Half of firms who participated in the survey nominated the capability, expertise and diligence of their employees as the things clients valued most about their firms.

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