Friday, November 5, 2021 - 09:00 - 10:00

How to take clients on your firm’s digital journey

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How to take clients on your firm’s digital journey

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About this episode

Using the right apps and software might save time and effort for you - but how do you convince your clients that it’s good for them too! Our tech stack experts share their experiences and what they’ve done to persuade tricky clients to come on the digital transformation journey with them. We’ll also deep dive into the data implications for your clients as you move details over to your new tech stack, ensuring your teams have the right messaging to ensure your clients feel safe and supported.

We’ll be covering:

  • How to persuade clients to come on the digital transformation journey 
  • How to deal with clients who are resistant to new technology
  • How to manage client data while transitioning to new apps and tools 

Looking to go on a digital journey but not sure how you’ll bring your clients with you? This session is full of practical advice for you and your team on how to reassure even the most nervous of clients.

CPD

You will earn 1 CPD point by attending this free 45-60 minute session in full. 

LIVE: If you are watching this webinar live, you will be redirected to a survey where you can submit the details you require on your CPD certificate.
ON DEMAND: If you are watching this on demand or just want to claim your CPD later, email us at [email protected] and we'll send you the link.
Note: In both cases, please use the same name and email address you used when registering for this episode.

Once we have verified that you watched the episode in full the certificate will be sent to you within 30 days of submitting your details.

You will earn 1 CPD point by attending this free 45-60 minute session in full

You must be registered and logged in to an AccountingWeb account to claim CPD points.

Please ensure details used to claim CPD points match those used when registering for this episode. Your certificate will be sent to you within 30 days of submitting your details.

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