Following the release of the Dividends Filter last month we have seen increasing demand to help drive our customers' referral conversations. With this in mind, our product team have been working hard to develop the ability for users to search for businesses by accountant to enable warm introductions.
Accountants can act as key introducers for salespeople and relationship managers across many different industries, including insurance and financial services. By enabling our clients to search by names of accountant not only are we assisting in referrals but we are also providing accountants themselves with a solid understanding of the competitive landscape
Check out the Accountants Filter in action below!