ENG24SS101. Accelerating Efficiency: Transform Your Firm's Workflows - presented by Sharefile (PRA, TCH)

Meeting client expectations today is no easy feat. But the benefits of delivering an exceptional client experience are clear: higher client retention and more engaged clients, which lead to faster client lifecycles. During this session, we will look at how your firm can transform its internal workflows to give staff productivity and client satisfaction a boost. You'll learn about the benefits streamlining workflows and improving efficiency can have for client engagement, discuss the impact, and review common roadblocks and tips to overcome them to deliver a more efficient and effective client experience. Join us to hear from our panelists as they share their experiences and expertise around trends, lessons learned, and best practices.

Learning Objectives:

• Review common processes that affect firm speed and efficiency
• Identify your challenges from the perspectives of your business and your clients
• Recognize where your clients experience friction and how that relates to your existing workflows
• Discover which workflows you can transform for the biggest impact - for both your firm and clients