Highlights: “I really like their interface,” Ribeira said.
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The training covered examples of less-than-perfect client data, and how to fix it.” “The data has to be configured well and put in correctly. But if it’s garbage in, it’s garbage out,” Riberia said, referring to client data. “Once the data is in, it’s as intuitive as an iPhone. The most difficult part of using Mindbridge Ai is data ingestion, Ribeira said, which is a theme common to all the data analytics software in these case studies. But last year, HBK flew someone from Mindbridge to its Princeton, N.J., office to host a four-hour training.
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Implementation: In HBK’s early years with Mindbridge, the firm attended webinars on how to use the software. Now, the firm is using the software to a fuller potential. He developed a guide and templates for staff to follow - where filters should be applied, for instance, to generate certain reports. He then went through the firm’s audit process - HBK uses Thomson Reuters’ PPC methodology - and figured out where Mindbridge Ai’s analytics could be applied. “We were not using the software to its full potential.” He connected with other firms at the conference and put together an implementation process made up of what worked best for several of them. “We were spending this money and only using Mindbridge for journal entry testing,” he said. This helped convince HBK that Mindbridge Ai would be a good partner going forward, and the firm expanded their relationship.īut it was only after Mindbridge’s user conference in 2019 that senior manager Antonio Ribeira had his “Aha!” moment. Even though this made HBK a very small customer to Mindbridge, the firm was assigned a customer success manager who has always been extremely responsive. Selection: In 2018, Top 100 Firm HBK began an initial relationship with Mindbridge Ai by buying five “uploads.” Uploads refer to one instance of uploading a client’s general ledger into the software essentially, one audit engagement. On the record: Senior manager Antonio Ribeira and principal Christopher Marrie