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The pros and cons of automating client relationships, and what a hybrid approach looks like for your accounting firm.
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Webinar
Automating and improving customer service with Karbon
Discover how to automate customer service, be more efficient and provide higher value to your clients in Karbon.
Watch the RecordingAbout this webinar
Successful client relationships are built on trust, transparency, responsiveness and confidence in ensuring nothing falls through the cracks. All things that Karbon can help your accounting firm excel at. In this webinar, Richard will outline some of the key ways customers are using Karbon to automate aspects of their customer service to drive more efficiency, and how they are providing more value to the relationship with the time saved. Register to learn:
How to use email visibility to understand a client’s situation in detail
How to automate the client chase while still providing a human experience
How to hand-off client jobs that involve multiple team members
Metrics that impact client satisfaction that can be measured in Karbon
If you cannot attend at this time, register to receive a recording.
Meet the Speaker
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