Leveraging Technology for Improved Client Services
Presenters : Lornelle Jonas
Overview
Clients today expect more than just professional expertise, they want responsiveness, convenience, and solutions that match the pace of a digital world. By adopting the right technologies, firms can not only meet these expectations but also deliver services that are more efficient, accessible, and personalised.
Join Lornelle Jonas as she demonstrates how professionals can strategically use technology to improve client experiences, strengthen relationships, and position themselves for sustainable growth in an increasingly competitive environment.
Learning objectives
Attending this webinar will equip you with the following skills:
• Understanding how digital tools can enhance client communication and engagement
• Applying technology to streamline workflows and improve efficiency
• Identifying best practices for integrating new systems into existing processes
• Exploring data-driven insights to anticipate and meet client needs
• Leveraging automation to reduce administrative burdens and focus on value-added services
Content
The webinar will cover the following topics:
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Harnessing Technology for Client Engagement
o Using client portals and secure platforms for improved collaboration
o Building stronger client relationships through digital communication channels
o Enhancing transparency and trust with real-time access to information
o Personalising services with technology-driven insights -
Operational Efficiency Through Digital Tools
o Workflow automation and process optimisation
o Cloud-based solutions for seamless collaboration and data access -
Transforming Professional Services with Data and AI
o Using analytics to identify trends and client opportunities
o Exploring artificial intelligence and automation for smarter decision-making
