Discover automation strategies for improved client relationships.
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SPONSOR CONTENT FROM SAFESEND

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WEB SEMINAR

Enhancing client communication through automation

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Clear, effective communication with clients is critical. In this webinar, we will show you how automation can transform the way you engage with your clients. Led by Joe Wroblewski, Senior Sales Engineer, this session will walk you through practical ways to use automation tools to streamline and elevate your communication process.

 

Uncover how automation can transform routine communications into seamless, timely, and personalized touch points. We will discuss practical strategies for integrating automation into your communication workflows, including automated follow-ups, personalized updates, and data-driven insights. Learn how to use these tools to not only increase efficiency but also enhance the quality of your client relationships, leading to greater satisfaction and loyalty. By the end of the webinar, you'll have actionable strategies to elevate your client communication practices and drive better results for your business.

 

Learning Objectives:

  • Explore the Benefits of Automation in Client Communication: Understand how automation can enhance the efficiency and effectiveness of client interactions, leading to improved communication outcomes.
  • Identify Key Automation Tools and Techniques: Learn about various automation tools and techniques that can streamline and personalize client communications, such as automated follow-ups and personalized updates.
  • Implement Strategies for Seamless Integration: Gain practical knowledge on how to integrate automation into existing communication workflows to ensure smooth and effective interactions with clients.
  • Measure the Impact on Client Satisfaction and Business Results: Discover methods to assess the impact of automation on client satisfaction and business performance, including tracking engagement metrics and client feedback.
 
SPEAKERS

Joe Wroblewski

Senior Product Enthusiast
SafeSend
(Speaker)

Dan Hood

Editor-in-Chief
Accounting Today
(Moderator)

 
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NASBA CPE Credit is being offered for this webinar.*

SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit.

 

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