TOP 20 PUBLIC ACCOUNTING FIRM
How Orgaimi helped a large accounting firm identify $72M in revenue opportunity
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6
15%
AVERAGE CLIENT GROWTH OPPORTUNITY
$72M
CUSTOMER
PROBLEM
A public accounting firm had declining revenue from client accounts across its Tax, Assurance, and Consulting service lines.
ORGAIMI
APPROACH
Orgaimi’s proprietary AI model analyzed millions of records across multiple systems and segmented clients with similar indicators of growth & decline.
Orgaimi produced a holistic Client Health Score that allowed for ongoing monitoring of specific high-growth accounts with the ability to take targeted action.
BUSINESS
IMPACT
Identified six primary indicators of client growth and delivered targeted recommendations to improve both client relationships and internal team dynamics.
Projected annual growth opportunity over $72M.
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