Turn Client Data into Prioritised Conversations
See how accounting firms can review an entire client portfolio, identify the risks and opportunities that deserve attention, and move from financial data to focused conversations and agreed actions.
CORE Insights in practice
The demonstration follows the complete journey from reviewing a client portfolio to preparing a focused client meeting and recording the actions that follow.
What does CORE Insights do?
CORE Insights helps accounting firms assess clients consistently at portfolio level. It uses structured financial data to identify emerging risks, commercial opportunities and clients who may benefit from a conversation. Advisors can then examine the financial impact, prepare a relevant meeting agenda and record the actions agreed with the client.
What you will learn
Know who needs attention
Review multiple clients through one consistent process instead of depending on someone to spot an issue during individual client work.
Focus limited capacity
Use configurable suitability, opportunity and readiness criteria to create a practical list of clients to approach first.
Make the numbers meaningful
Translate movements in KPIs such as margin, retention and customer value into an estimated impact the business owner can understand.
Move from insight to action
Prepare communications and meeting agendas, then link agreed actions to the KPIs they are intended to improve.
From portfolio review to client action
CORE Insights provides a connected process. It helps the firm decide where to start, understand what is happening and prepare a commercially relevant conversation.
Configure the assessment
Choose the data-suitability, commercial-opportunity and client-readiness criteria that reflect your portfolio and the services you provide.
Prioritise the portfolio
Identify clients with advisory potential and review possible R&D, utilities, inheritance tax and tax-planning opportunities.
Understand the client
Review the opportunity cards, financial performance, working capital and the business drivers most likely to be affecting the result.
Prepare the conversation
Use the VFD Agent to summarise the financial highlights, rank the important KPIs, draft a client message and create a focused meeting agenda.
Record and review actions
Connect each agreed action to the relevant KPIs, creating a clearer reference point for accountability and the next client review.
Go directly to the section you need
Why CORE Insights exists
The challenge of turning large volumes of client data into timely and prioritised insight.
AI, capacity and advisory opportunity
Why time saved through technology only becomes valuable when firms know where to invest it.
The portfolio view and Opportunity Cards
How the platform identifies advisory potential and possible R&D, utilities, inheritance tax and tax-planning conversations.
Configuring suitability, opportunity and readiness
How firms can adapt the assessment methodology to their data, clients and available capacity.
Prioritising clients and reviewing the detail
Using thresholds, filters and the client view to move from a portfolio shortlist to a specific opportunity.
Using the VFD Agent
Generating key financial highlights and identifying the ratios and business drivers with the greatest estimated impact.
Building a focused meeting agenda
Selecting the most relevant risks or opportunities and creating discussion prompts for the client meeting.
Supporting reports and action tracking
Linking relevant VFD reports to the discussion and recording actions against the KPIs they should influence.
How CORE Insights differs from generic AI
Why structured financial data, a defined review method and prioritisation matter to the quality and consistency of the output.
Support and next steps
The Business Overview Report, learning resources and how to explore CORE Insights with your own client portfolio.
How is CORE Insights different from a generic AI tool?
The difference is not simply the use of AI. CORE Insights starts with financial data that has already been structured consistently and applies a defined review methodology before surfacing the information that deserves attention.
| Area | Generic AI tool | CORE Insights |
|---|---|---|
| Starting point | A prompt and the information supplied by the user | Structured financial data from the connected client records |
| Method | The result can depend heavily on how the question is phrased | A defined and repeatable financial review methodology |
| Consistency | Users may ask different questions of different clients | The same assessment can be applied across the portfolio |
| Primary output | Information generated in response to a request | Prioritised risks, opportunities and conversation prompts |
| Professional role | The user must still decide what matters and what to do next | The platform supports professional judgement; it does not replace it |
For firms that want a more proactive client process
The session is relevant whether your immediate aim is to strengthen compliance relationships or build a more scalable advisory service.
- Practice owners and partners deciding how to use newly available team capacity.
- Client and portfolio managers who need a consistent way to identify and prepare valuable conversations.
- Advisory-led accounting firms looking to make opportunity identification more repeatable and scalable.
- Compliance-led firms seeking to make annual or periodic client reviews more proactive.
- Fractional FDs, CFOs and outsourced finance teams supporting multiple businesses.
CORE Insights webinar questions
What is a portfolio-level client review?
It is a consistent assessment applied across multiple clients to identify which businesses need attention, where risks may be emerging and where there may be an opportunity for a useful conversation. It helps the firm decide where to begin before reviewing an individual client in more detail.
Does CORE Insights replace professional judgement?
No. It helps prioritise clients and surface evidence for review. The accountant or advisor still applies their knowledge of the client, validates the insight and decides how the conversation should be handled.
Which risks and opportunities can CORE Insights identify?
The webinar demonstrates advisory potential alongside possible R&D, utilities, inheritance tax and tax-planning opportunities. At client level, it also reviews financial performance, working capital and the KPIs driving the result.
Can firms change the assessment criteria?
Yes. Firms can configure suitability, opportunity and readiness criteria and set thresholds that reflect their data, services and available capacity. Different configurations can be assigned to different groups of clients where appropriate.
How does the VFD Agent help prepare a client meeting?
It can summarise the financial highlights, identify and rank important business drivers, draft an objective client communication and create an agenda with relevant discussion prompts. The advisor can then review, edit and use the output in the way that suits the client relationship.
Can CORE Insights support compliance-led firms?
Yes. The process can be used to add a focused, forward-looking discussion to an existing year-end or periodic review. Firms do not need to begin by launching a separate, full advisory service.
Explore CORE Insights with your own clients
Start a 28-day VFD Pro trial to connect appropriate client data, review the risks and opportunities across your portfolio, and see where your team’s attention could have the greatest impact.
