Nexl

In the recent webinar, we explored the essential differences between a **Business Case, a Value Case, and an Investment Case**—and why firms increasingly need all three to make smart, aligned decisions. In this follow-up “deminar,” we go even deeper and show you **exactly how a Value Case gets built inside a real firm** using the data and workflows already living in Nexl.

This session centers around a practical, high-impact question many firms face:

**“Should we build a Key Client Program?”**

Using **Nexl Workspaces**, firm-wide relationship data, and the principles of **CARD** and the **Four Rs**, we’ll walk step-by-step through how a firm can:

*   Identify strategic alignment and stakeholder priorities
*   Map and measure client relationships
*   Surface cross-serving potential and whitespace opportunities
*   Evaluate operational readiness and resource implications
*   Build a data-supported narrative that leadership can actually say yes to

We’ll also demonstrate how stakeholder interviews and qualitative inputs combine with Nexl’s quantitative insights to create a **true Value Case**—one that goes beyond financial projections and articulates the **real organizational value** the initiative provides.

Whether your firm is considering a Key Client Program or evaluating another strategic initiative, you’ll walk away with a replicable framework for turning Nexl data into a compelling, decision-ready Value Case.
