PFP2209. Low Cost/No Cost Automated Tracking and Insights to Better Serve Clients

To submit a question or participate in polling, click the link above. In this session, we'll show you powerful tools to automate tedious back-office tasks and free up your time. No technical expertise needed! We'll help you: reimagine and optimize how your practice operates, automate client tracking and insights so you can deliver an exceptional client experience at scale, and free up your time to focus on building meaningful relationships with your clients. We will incorporate a live demonstration of our automations to show you how easy it is to start building!

Learning Objectives:

• Use no- or low- code tools to create DIY automations.
• Apply automated client tracking and insights to help you deliver an exceptional client experience at scale.