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 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.
