How Technology Can Help You Meet Your Clients' Expectations

Posted by Janis Mae Narvas

Jan 10, 2020 3:23:16 PM

Most of our everyday activities are governed by technology. The ubiquity of internet-ready devices has made cutting-edge technology an indispensable part of the modern customer experience. For firms, this means that technology is an indispensable factor to consider in providing an exceptional customer experience. 

Bookkeeper providing an exceptional customer experience

Related: Know What Clients Want from Their Financial and Accounting Services Provider

Managing Customer Expectations through Technology

To keep up with tech-savvy clients, the modern accounting practice should embrace digital transformation initiatives. Here are some tips on how you can leverage technology to help you meet your clients’ expectations and keep them satisfied. 

  1. Real-Time Information

    As consumers gained access to more advanced methods of electronic communication, they have grown accustomed to having real-time access to information, no matter what time of day. For an accounting practice, this demand for real-time information can be a good driver of positive client relationship.

  2. Going Paperless

    To achieve this, you can explore many cloud-based accounting tools available in the market today. Cloud technology allows partners to share advice to clients when they need it, rather than waiting for the year-end.

     

    Read Next: Time-Tested Ways to Survive the Busy Tax Season with Your Team

     

  3. Self-Service Options

    There may be times when your client may seek your help after office hours to run a quick calculation or to consult with a financial question.

    Now, you don’t have to be on-call 24/7 to meet your client where they are. There are various chatbots available online that you can set up to deliver automated responses and answer your clients’ frequently asked questions.

  4. Regular Meetings

    For your clients, time spent away from running the business could be time wasted. To build on your relationship and improve your client’s experience, you can opt to hold virtual meetings instead via tools such as Skype or Zoom.

The advances in technology we’ve enjoyed in the past two decades have expanded the ways by which you can add value to your clients. It’s in your best interest to leverage these technologies to meet your client’s changing expectations and go above and beyond for them.

 

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Topics: Accounting Technology, Financial and Accounting Services

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