How to Streamline and Automate Your Client Onboarding and Engagement Workflow
Join practitioners Lorraine Ellison and Tom Jamison as they share their best practices and insights from setting up their own automated onboarding workflows.
Format
Event
Location
Virtual
Product Number
UKEVENT_9623
Lorraine Ellison and Tom Jamison will be going under the hood of their firms to share the tech and tools they use, and more importantly, how you can implement these successfully to take control of your client engagement and onboarding workflows.
What can you take away from this webinar?
- Discover the specific apps and tools Lorraine and Tom use to automate and streamline their client engagement and onboarding workflows
- Discover what a "best in class" onboarding workflow looks like and the various steps involved
- Learn first-hand how to set up and implement these workflows in your firm to avoid common mistakes and pitfalls
Speakers
Lorraine Ellison, Chartered Management Accountant /Founder at Simply Additions Ltd
Tom Jamison, Managing Director at Abbeygate Accountancy Ltd
Sponsor
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2 to 5 registrants
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