Entries by Marketing Team

CEI Chosen to Present at the 2020 AAM Summit Revolution in Philadelphia

Over 450 accounting professionals will gather on May 5-8, 2020 to advance their perspectives on the latest approaches, techniques and trends that is shaping the future landscape of the profession. The conference will feature a number of keynote speakers and break-out sessions throughout the three-day event. In conjunction with AAM, the Client Experience Institute will […]

CEI at the Winning is Everything Conference in Las Vegas

In January, over 250 accounting professionals gathered to attend the 20th anniversary of the Winning is Everything (WIE) conference. Several of the top thought leaders gathered to share their “future state perspective” on M&A, human capital and technology. The Client Experience Institute (CEI) shared the latest thinking on how client service models are being re-defined […]

Client Experience Institute – CX Readiness Assessment

As firms spend greater time thinking about the entire client life cycle, we wanted to share a quick ten question assessment to gauge your readiness to address the end-to-end client experience journey. This area of emphasis is a key differentiator for all firms who are exploring value creation enhancements to their overall go-to-market strategy.