How to Automate Your Client Journey

Whether you're flying solo or part of a bustling multi-advisory team, technology is your secret weapon for scaling your firm. If the thought of automating your client experience seems overwhelming, fear not! This session is designed to demystify the process, breaking down automation into manageable, bite-sized steps that can transform and elevate your service delivery. Together, attendees will explore their current workflows to identify golden opportunities for automation, guiding them through setup, implementation, and quality monitoring to ensure both you and your clients reap the maximum benefits.

Learning Objectives: 

1. Understand why and how to integrate automation into your client experience and operational workflows
2. Learn practical steps to audit your current processes and tech stack, identifying key areas ripe for automation
3. Gain strategies to engage your team and foster a culture that embraces efficiency and innovation.