Accounting Industry Webinar
2021 AAM Summit Encore Presentation: Client Experience Perspectives from CX Pros
Join Eric Gregg and his fellow professional services CX pros for an encore of their AAM Summit 2021 presentation and learn how to use the voice of the client as a continual improvement process while creating a client strategy that maximizes both client loyalty and firm profitability.
In this encore presentation, Steven Keith (Founder and Experience Advisor at CX Pilots) and Mitch Reno (Principal, Client Experience at Rehmann) join ClearlyRated’s CEO and Founder, Eric Gregg to talk share their unique perspectives on client experience.
What you’ll learn:
- What a successful client experience strategy looks like;
- How to differentiate your firm through client experience;
- How to use client insights in specific, tangible ways that can be implemented in firms of all sizes;
- What action/outcome-oriented client journey mapping is and how to do it successfully;
- How to use client journey mapping output to make your firm more successful.
Want a copy of the slides? Click here.