Leveraging Technology for CX Enhancement
Description
How can accounting firms improve CX through technology?
In this "Accounting for Innovation" episode, Jody Padar (Founder, Radical CPA) and Matt Tait (CEO, Decimal) explore the intersection of technology and customer experience (CX) enhancement within accounting businesses. We look at innovative strategies and transformative technologies that enable these teams to optimize client interactions, streamline processes, and deliver exceptional value. In this conversation, we cover:
- The 3 major ways to discuss the client experience in accounting
- Why communication is critical across all areas
- Standardizing work is key to automating processes
- Translating financial information for clients is often missing
- Setting clear expectations at every stage through SLAs
- Rethinking processes and firms from a blank slate
- Tools aren't enough without back-end changes
- Action steps to optimize the client experience
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This episode is brought to you by Decimal and the Radical CPA.
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