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4 Ways Financial Service Businesses can Attract and Service Clients—100% Digitally

4.6 (66)

Hayley Sonntag

Podium

Wednesday, August 19, 2020 | 12:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

In recent months, many businesses have been making the decision whether or not to close their doors temporarily, when to reopen, and how to adapt to meet client demands. This pandemic has opened the doors of attracting and service customers digitally & for sure it won't go away once the pandemic has passed, it's a trend that will continue to accelerate in the future.

The digital transformation journey can be challenging. While some organizations have digital transformation in their DNA, the majority will need considerable foresight and planning. They will need to shed old habits, update cultural norms, upskill their employees, and adjust their way of thinking to become a digital business. Learning to connect the dots between digital initiatives, strategy, and business enablement will be critical. Middle market financial services companies, especially, have a unique challenge: They must learn to navigate the journey without the more robust resources of their larger peers, nor the same level of flexibility and agility as their smaller ones. They must start the journey today or risk being outranked by the competition or losing industry relevancy.

Join this webinar to learn how your business can manage its client journeys digitally–from initial search to final sale. You'll learn about:

  • Optimizing to increase online lead flow
  • Communicating with customers in their preferred channels
  • Nurturing leads through messaging
  • Collecting payments via text

Learning Objectives

  • To recognize why optimization has become a necessity to increase online lead flow.
  • To identify different ways of communicating with customers in their preferred channels
  • To identify ways of Nurturing leads through messaging
  • To identify ways Collecting payments via text

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Accounting Practice Owners
  • Bank Managers
  • Bookkeeper
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • IT Managers
  • VP Finance
  • Young CPA

Testimonial

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4.6

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