| Sponsor Content from Wolters Kluwer | |
Sponsor Content from Wolters Kluwer |
Hello Voornaam, Today's on-demand culture has raised consumer expectations, even for accounting firms. To meet those expectations, many firms have adopted client-facing technology that may or may not integrate with the rest of their tech stack, resulting in siloed systems or convoluted processes, reducing the time you have available to spend on client interaction. It's time for firms to change the bedrock they build the client experience upon. Client experience is more than a website. It's the tech stack that your staff uses every day, and how that technology integrates with your client-facing technologies. It's how your particular mix of people, processes, and technologies supports your firm's strategic goals and your staff as they prioritize customer service without overloading them. And it's how understanding what type of firm you want to be – and what type of customer you want to attract. During this webinar, Wolters Kluwer's Erin Leckie and Mark McAndrew will discuss:
- Why the client experience is linked to your firm's strategic goals and growth tactics.
- How to identify what may be keeping you from achieving your firm's goals, and what it means for your client experience.
- How to align your growth tactics to your strategic goals, including identifying what mix of people, processes, and technologies will best support your firm goals.
- What steps you can take today to improve and prioritize customer service without overburdening staff.
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| Mark McAndrew | Director of Product Management Wolters Kluwer | (Speaker) |
| | Erin Leckie | Director, Technology Product Management Wolters Kluwer | (Speaker) |
| | Danielle Lee | Managing Editor Accounting Today | (Host) |
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| Mark McAndrew | Director of Product Management Wolters Kluwer | (Speaker) |
| | Erin Leckie | Director, Technology Product Management Wolters Kluwer | (Speaker) |
| | Danielle Lee | Managing Editor Accounting Today | (Host) |
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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. |
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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. |
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** 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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