While software seems like an obvious solution to help teams work and collaborate more effectively (especially in this new era of hybrid work), it can also create challenges that jeopardize the client experience. This happens when firms rely on multiple technologies throughout the client lifecycle that don’t integrate. Employees and clients are forced to switch between solutions to complete tasks, ask
questions or sign documents. Technology can help streamline client engagements, but only if it’s introduced thoughtfully. This often requires using a client-first lens to evaluate whether a tool’s features will be beneficial.
Included in this Contents
- Leverage automation to avoid getting bogged down in time‑consuming, low-value tasks
- Enhance internal and external collaboration to shorten the engagement lifecycle
- mprove the overall experience to strengthen client relationships and deliver more long-term value
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