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Thu, Dec 07

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Virtual Discussion - Teams Webinar

CLEVER CHAT - How to Automate Client Onboarding and Data Collection

Isaac Perdomo with Opzer, an automation firm exclusively focused on automation in accounting firms will join us for an overview of the impact on automating your client onboarding and data collection process and how it can be done WITHOUT appearing impersonal and robotic.

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CLEVER CHAT - How to Automate Client Onboarding and Data Collection
CLEVER CHAT - How to Automate Client Onboarding and Data Collection

Time & Location

Dec 07, 2023, 12:30 p.m. – 2:00 p.m. EST

Virtual Discussion - Teams Webinar

About the event

It is a GOOD thing if you are frequently onboarding new clients. To onboard new clients seamlessly and with minimal "administrative" noise is a GREAT thing. To onboard new clients seamlessly using automation AND making these new clients feel like you are polished AND personal (because you are!) at the same time is an AMAZING thing. 

Isaac will provide us with some insight into how automation can be used to achieve AMAZING with every client and free up much needed time in every practice. What is even more incredible is that Opzer helps its clients do this without having to change software in most cases.

A great chat for those who manage their own firms and / or are the "technology officers" in their practice or for those working in cross-border practices within a larger firm and are looking for new ways to automate your specialized processes without needing the entire firm to approve or change software.

THIS IS A GREAT CHAT for tax advisors AND financial advisors alike.

Tickets

  • Clever Chat - Automation

    Join us for a Clever discussion regarding automating the client onboarding process

    $0.00

Total

$0.00

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