As a profession, we have been digitizing for years; the events of 2020 revealed where we had a need, and an opportunity, to create the next digital client experience. We will continue to evolve the “next normal” in client interaction and service delivery, as the way we work shifts and becomes more decentralized.
In this session, hear from innovative practitioners about the strategies that are establishing the next level of a digital experience for their firms. We will explore what you can do to foster opportunities given the shift in mindset for both staff and clients, while innovating new services that exceed client expectations.
Discover the new characteristics of advising in a remote environment
Recognize what the “next normal” looks like, and how we continue to shape it
Identify new training requirements for clients and teams to support the transition
Design strategies to maintain connectedness and have boundaries with clients in a flex environment