Monday, July 21 | 10:40 a.m. - 11:30 a.m. | Concurrent Session
Balancing Automation with Personal Client Service
1 CPE for CPA
In an era of rapid technological advancement, it’s essential to integrate tools that enhance efficiency without losing the personal connection that defines excellent client service. This course explores how to effectively combine technology and human interaction to improve client experiences. Learn to personalize automated processes, maintain meaningful relationships in a digital environment and develop a balanced approach to tech implementation that enhances efficiency and client satisfaction.
Objectives
Upon completion of this session, you will be able to:
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Understand the role of technology in enhancing client service
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Implement strategies for maintaining human connection in a digital environment
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Personalize automated processes for individual client needs
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Evaluate the benefits of combining technology with traditional client communication
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Develop a balanced approach to implementing technology in your firm
CPE information
Duration: 50 minutes
Course level: Intermediate
Prerequisite: General experience with technology and client intake in a professional office setting
Advanced preparation: None
Delivery method: Group Live
