Join Pat Morrell, Chief Revenue Officer with Aiwyn, Bob Lewis, President of The Visionary Group and Kate Krupey, VP of Accounting with Netgain for this webinar as they discuss how the modern firm can create capacity through automation, outsourcing, and applying value pricing which ultimately leads to exceptional client experiences for the firm’s clients.
You will learn how to create and improve capacity by:
- Developing automation with billing and collections through RPA software
- Best practices and pitfalls to avoid when outsourcing
- How outsourcing technology and leveraging secure, performance environments for near/offshore providers creates efficiencies and can improve data security
- Adopting a “value pricing” strategy to attract better clients and realize better profitability
- Creating an exceptional client experience to drive revenue