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Lunchtime session: Fast data, fast funding:—helping clients maximise opportunities & insights

19th Apr 2024
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Sage is the market leader for integrated accounting.

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Have you found this content useful? Use the button above to save it to your profile.

Learn how to not only get funding for clients, but do so ultra-quickly by ensuring you've a fast flow of data—the complete end-to-end process that makes applications a piece of cake

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Sage

Being able to help clients get funding—and to do so quickly—is one of the most useful and also impressive value-add services an accountant can offer. 

For the client it not only materially improves their business and prospects. It also takes away what they rightly consider to be a painful experience. To them, it can seem like magic, and as such it significantly strengthens the accountant/client relationship.

But if you've tried offering help to clients to get funding, you'll know that it can be equally painful for you, too. Applications can be hard to find, can take a long time to complete, and then take a long time for a decision to arrive. 

Featuring the CEO and founder of funding finding service Swoop, and an expert from data entry automation tool AutoEntry, this lunchtime webinar session is designed to take away that pain. 

Book your place

Tuesday, 30 April 2024 at 1pm (30 mins)

We look at the end-to-end process that can make applying for funding a matter of just a few clicks. You'll need high-quality, rich data in the first place, coming in from the client on a 24/7 basis. We explain how to put this in place, and then how to use that flow of data to uncover uncover financial insights, unlock business savings, and access financial tools such as cash flow forecasting—as well as making that all-important quick-and-easy funding application.

In short, this webinar is a one-stop-shop if you've ever wanted to master the art of effective client funding applications. 

Book your place

Amongst other things, in this webinar you'll learn:

  • Best practice techniques for ensuring there's a 24/7 fast flow of quality client data to empower client servicing of all kinds.
  • The client touch points to target in order to ensure you have the insights and data required.
  • Where to apply reporting and dashboards to provide vital understandings.
  • A crash course in how to easily and quickly find funding, grants and other financing, and tricks and techniques that can be used to apply—turn days of work into as little as an hour or two.
  • A practice management plan to implement all of the above and provide a solid and consistent offering to clients.