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ENG21LL22
ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE)
Date
July 28, 2021
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from AICPA & CIMA ENGAGE 2021:
This includes sessions from the conference: Corporate Finance (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: CPAFMA National Practice Management (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Diversity, Equity and Inclusion (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: EDGE Career Development (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2021)
Client experience is your clients’ perception of every interaction they have with your firm… whether it’s seeing an ad, the experience of inputting their financial data, meeting with their advisor, reviewing reports, and the list goes on. Leverage this seamless framework to ensure your client experience is buttoned up for the entire advisor-client journey - from prospecting to billing to everything in between.
Speaker
VP, Business Development, Orion Advisor Technolgoy
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