Systemizing your client onboarding process is crucial in streamlining your firm's internal workflows while ensuring the efforts you put forth are paid. Effective communication using technology is key in optimizing the client experience and reducing roadblocks that may cause frustration and churn.
Along with Jennie Moore (Moore Details Inc.), we’ll unpack:
Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning and helping people accept change.