Join S&P Global Market Intelligence for an exclusive, in-person peer discussion exploring how leading professional services firms are leveraging data, market intelligence, and AI to strengthen business development and drive more strategic decision-making.
Led by Joseph Toomey, Director of Data & Research, this interactive session will examine how firms are connecting client, company, relationship, and market intelligence to create a more unified view of opportunities across the organization. Discussion topics include:
- Connecting workflows across teams through shared data and intelligence
- Leveraging CRM and conflicts integrations to create a unified view of clients and prospects
- Combining internal firm data with external market intelligence for benchmarking and strategic planning
- Using AI to surface insights while remaining grounded in trusted data sources
Designed for senior professionals, this intimate gathering will provide opportunities for candid peer discussions, practical idea sharing, and meaningful networking.
Following the discussion, attendees are invited to stay for a networking happy hour featuring beer, wine, and light appetizers.
Tuesday, September 15 | 1:00 PM - 4:00 PM
S&P Global Office New York | Corltand St Meeting Room, 37th Floor
55 Water St, New York, NY 10041
Joseph Toomey
- Days20
- Hours13
- Minutes4