Transforming your Firm with Better Client Information Management

Customer Experience

06-24-2021

Transforming your Firm with Better Client Information Management

Customer Experience

06-24-2021


Professional services firms are dealing with large volumes of client documents and data, which is often highly sensitive. The way that it is stored, managed, and collaborated on—both internally and with clients—can significantly impact the quality of the client experience your firm is able to provide. During this exclusive fireside chat, industry experts will discuss three key ways in which better client information management can ultimately help your firm increase utilization, reduce risk, and enhance your reputation through Productivity, Collaboration and Information Governance.

Join us to explore: 

  • Productivity - Streamlining client document management, connecting information across repositories, and automating repetitious workflows will deliver a differentiated client experience.
  • Collaboration - Many firms are still reliant on sending email attachments or turning to consumer file sync and share apps. Does this ensure their sensitive data remains secure and your brand reputation intact?
  • Information Governance - Client documents and data are often highly sensitive and information getting into the wrong hands can be costly—the average cost of a data breach is more than $7M—and damaging to your firm's reputation.

One Click Access to

CXOstories

Scott Shuster

Moderator:

Scott Shuster

Former NPR Editor & ABC Foreign News Correspondant

BusinessWeek (Magazine)

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Fireside with


David Linthicum

David Linthicum

Chief Cloud Strategy Officer, Deloitte Consulting, Father of Cloud Complexity Management

Insights by


Jonathan Desautels

Jonathan Desautels

Director, Professional Services

M-Files

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