About this webinar:
Unrecovered over servicing work is costing UK firms on £69,000 per year on average.
From client needs that have changed, to adhoc requests that regularly land on your desk, over servicing can also have knock-on effect on your teams capacity and motivation.
Join us in this webinar as we explore how an automated and digitised client engagement process can enable you and your team to handle uncomfortable conversations and reduce over servicing work.
- The impact of delaying uncomfortable conversations on you, your firm, and your team
- The role of proposals and letters of engagement in setting clear client expectations
- Why automating payment collections can minimise the risk of late payments
- Tips & tricks for handling conversations around over servicing work
Director of EMEA - Ignition
Divisional Director, Accountancy, IRIS Software Group
External Stakeholder Engagement, HMRC Making Tax Digital Programme
Gillian O'Dea CA
Director, J H Greenwood and Company
Eva Mrazikova (Moderator)
Accountancy Market Specialist, IRIS Software Group