> For the complete documentation index, see [llms.txt](https://finlistics.gitbook.io/finlistics-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://finlistics.gitbook.io/finlistics-docs/webinars/developing-customer-financial-insights.md).

# Developing Customer Financial Insights

Recorded July 15, 2021

Learn how to assess a customer's financial performance - in this webinar we explore 1) how to assess the 2-3 areas of financial performance that matter most; 2) how to discover what executives are saying; and 3) how to identify areas to explore further.