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

Join Nick for TechPulse live at the AccountingWEB Live Expo, find out more here. Claim your seat now, limited walk in spaces will be available.

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.

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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