OBJECTIVES

This is an interactive product update webinar focused on 20:20 Innovation's file review service.

The session will show how file reviews can help firms improve compliance, identify training needs, reduce repeat issues and support better client service.

KEY TOPICS

A clearer understanding of how file reviews work and what they are designed to achieve
Ideas for using review findings to improve quality and consistency
Practical ways to turn review points into training, process and supervision improvements
Opportunities to share feedback on how the service could better support your firm
Key Points –

Using file reviews as a quality improvement tool

What a good file review should tell the firm
How to distinguish isolated issues from recurring risks
How review findings can support better supervision, process and training decisions

Turning findings into action

Using file review reports to prioritise improvements
Linking review findings to training plans and team development
Tracking progress so improvements are not lost after the report is issued

Live demonstration

See how the file review service can help you:

Understand the review process and expected outputs
Identify common themes and priority actions from review findings
Use review results to support training, supervision and quality control
Plan follow-up actions that reduce repeat issues

File reviews with 20:20 Innovation - Your questions answered

Bring your questions, ideas and examples of review issues or quality challenges you want to address.
We'll reserve dedicated time for discussion and capture feedback that may help shape future consultancy service improvements.

WHO SHOULD ATTEND

Partners and Directors responsible for quality, risk and compliance
Managers responsible for reviewing work and supervising teams
Training leads who want to link review findings to development plans
Anyone considering, using or responding to a file review service

Training

Resources

Consultancy

Marketing

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