Every professional services firm faces the same challenge: how to stay deeply informed across industries while delivering timely, relevant insights to clients. As expectations rise and industries evolve faster than ever, access to trusted, up-to-date intelligence has become essential.
That was the focus of a recent IBISWorld conversation featuring Matt Murphy, SVP of Client Advocacy at IBISWorld, and Carla Gubernick, Associate Director of Brand & Marketing Strategy at Rehmann. The discussion explored how Rehmann uses IBISWorld’s platform, including its newest AI capabilities, to support advisors, deepen client relationships, and deliver a more consistent “One Rehmann” experience.
Watch the full conversation below to hear Carla explain how Rehmann uses IBISWorld to build industry expertise, empower advisors, and deliver client-ready insights.
Expanding access to industry intelligence
One of the biggest shifts at Rehmann came when IBISWorld access was expanded across the entire organization. With an enterprise license in place, professionals at every level can access industry reports whenever they need them; whether they’re researching a new sector or preparing for a client meeting.
To ensure the data is used effectively, Rehmann partnered closely with IBISWorld on training. Each service line, from valuations and tax to HR solutions and cybersecurity, receives tailored guidance on how to use the platform based on its specific needs.
This approach ensures IBISWorld data supports real workflows, rather than existing as a standalone research tool.
Supporting valuations, benchmarking, and geographic insights
Rehmann’s valuation teams rely heavily on IBISWorld’s historical depth. With industry reports spanning up to 20 years, advisors can analyze how an industry has evolved and where it’s headed, providing valuable context for valuation and forecasting work.
The ability to drill down by state and market has also been critical. Advisors can tailor insights based on where a client operates, making conversations more relevant and actionable.
Reports can be saved, exported, and shared in multiple formats including PDF, Excel, and PowerPoint — making it easy to integrate IBISWorld insights into both internal analysis and client-ready deliverables.
Impressing clients with industry knowledge
For many advisors, IBISWorld plays a key role in preparation. In one instance, a Rehmann advisor preparing to meet a prospect in the funeral home industry and used IBISWorld to quickly understand industry dynamics, benchmarks, and key issues.
Armed with that knowledge, the advisor entered the meeting confident and credible, demonstrating immediate industry fluency. That kind of preparation helps position Rehmann advisors as true partners who understand their clients’ businesses, not just their financials.
Leveraging AI to work faster and smarter
One of the most talked-about tools in the conversation was IBISWorld’s Ask Phil AI feature. Rehmann teams use Ask Phil to quickly generate summaries, bullet points, and key takeaways directly from industry reports.
Those insights can then be fed into Rehmann’s internal AI tools to create client-ready materials, such as emails written in the Rehmann brand voice and tailored to specific industries or prospects.
This combination of trusted data and AI efficiency allows advisors to spend less time synthesizing information and more time building relationships and delivering value.
A partnership beyond the platform
Rehmann emphasized that the value of IBISWorld extends beyond the product itself. Ongoing support, regular training sessions, and a strong relationship with their Client Relationship Manager ensure continued adoption and innovation.
New users automatically gained access to IBISWorld and joined quarterly training sessions, helping embed industry intelligence into everyday workflows across the firm.
Final Word
For Rehmann, IBISWorld is more than a research database. It’s a foundational tool that supports industry expertise, strengthens advisor confidence, and enhances client relationships.
By combining broad access, deep historical data, AI-powered tools, and ongoing partnership, Rehmann empowers its advisors to stay informed, adaptable, and aligned around a single goal: delivering meaningful value to clients across every service line.
Watch the full conversation to learn how Rehmann implemented IBISWorld into their organization and how you can do the same.
