ENGPS23SS. Elevate and Modernize your Client Experience Presented by ShareFile

Today's accounting client wants more than just their expected service from their firm– they also want an exceptional client experience to partner with that service too.

Big and boutique firms alike find themselves asking, "How do I transition to a more elevated and modern client experience as clientele and competitors are becoming more digital-first?"

Join us to learn how to elevate your client experience that will differentiate you from competitors and drive long-term engagements. Hear from our panelists as they share their experiences transforming the client experience, important lessons learned, and best practices.

Session Sponsored & Presented by: 

Learning Objectives:

• Assess how to select the best tools to increase client satisfaction
• Build new processes to improve and amplify your clients' experiences
• Identify breakdowns in your client lifecycle
• Anticipate the needs and expectations of today's clientele