New Approaches for Client Insight, Account Development and Market Positioning

Client insight and account development functions in management consulting, professional services and legal practices are adapting to new pressures. Clients expect deeper understanding of their businesses and more precise advice on their specific challenges. At the same time, teams are dealing with higher workloads, distributed information sources and increasing competition for key accounts.

AI is changing how client-facing teams research accounts, identify opportunities and prepare for engagements. The organisations that move earliest are building repeatable processes that deliver faster, more defensible insight without adding to team capacity. In this 30-minute webinar, we will explore how account intelligence work is evolving for 2026 and what it means for teams responsible for client development, account planning and business growth.

What we’ll cover:

• The forces shaping client intelligence and account development in 2026, from AI maturity and workflow automation to changing client expectations
• How professional services and legal teams are using AI to surface client strategy signals, competitive threats and growth opportunities earlier
• Ways to reduce the manual effort required to research accounts, track client developments and prepare for meetings
• How earlier insight is supporting account planning, pitch preparation and relationship development
• The impact of RAG quality, context management and validation processes on the reliability of account intelligence

What you’ll take away

• A clear view of how account intelligence functions are evolving for 2026
• Practical ideas for improving the speed and consistency of client research and account planning
• Approaches for integrating AI into research workflows while maintaining quality and oversight
• Insight to help your team spot opportunities earlier, prepare more effectively and strengthen client relationships

Who should attend

This session is designed for senior leaders and client-facing teams in professional services and legal practices, including:

• Business Development and Client Development Directors
• Heads of Account Planning and Key Account Management
• Strategy, Growth and Market Intelligence Leaders
• Partners and Senior Consultants responsible for client relationships
• Marketing and Insight Teams supporting client engagement
• Knowledge Management and Research Functions

Register now to secure your spot

Can’t attend live? Sign up anyway – we’ll send you the recording.