About this event
Automating data extraction streamlines your clients’ experiences too, helping you build stronger relationships with them and strengthening your role as their trusted advisor. There are lots of reasons they should welcome automation, but it’s important to acknowledge any changes they’ll need to make or which may spark some resistance.
For the 3rd step in our automation masterclass, we will discuss how to get your clients engaged and onboard from the start.
Panelists:
Katie Hawking - Head of Practice Solutions & Sales Enablement, Dext
David Oliver - Solutions, Your Valued
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Dext makes accountants and the businesses you advise more productive, profitable and powerful with better data and insights.