Has your firm recently thought about how to improve the client experience? Many times, firms are focused on internal processes and procedures, without consideration for where the client fits in. Today's clients want ease of use, empowerment, information, transparency and excellent communication.
In this session we discuss some tools, tips and technologies that can help improve your relationships with your clients, reduce administrative burden, and resolve friction in the working relationship.
We also discuss the steps of design thinking so that your firm can continue to develop and iterate on the client experience.
SPEAKERS
- Catherine Sanders Reach, North Carolina Bar Association, Cary
PRODUCED
Session from 22nd Annual North Carolina/South Carolina Tax Section Workshops, May 26–28, 2023
APPROVED CREDIT
North Carolina: 1.00 MCLE Hour
Includes
1.00 Technology Training
PROGRAM PRICING
See pricing below.
Access to the program and content expires ninety (90) days from the date of purchase.
