CEI to Present at the Spring 2020 TAG Alliances® International Conference in Philadelphia

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Join us in Philadelphia May 6-8, 2020 for this International forum which brings together leaders from the accounting and legal fields. Over 400 professionals will gather to share success stories, seek new ideas and hear about some of the latest trends shaping the future landscape.

The Client Experience Institute will be presenting a facilitated workshop on how to create and curate an amazing client service experience within your firm and how professional service firms can incorporate an intentional client experience mindset throughout the engagement journey.

For more information and to register, click here

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

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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 be sharing the latest survey results on the state of readiness for selling advisory services. This is a one of the most talked about subjects as firms seek to create greater relevancy, establish deeper relationships and diversify their revenue base.

For more information and to register, click here

CEI at the Winning is Everything Conference in Las Vegas

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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 in order to create higher levels of client engagement.

The workshop included a team exercise on identifying current and future interactions associated with client acquisition, on-boarding, performance and relationship management.

Client Experience Institute – CX Readiness Assessment

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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.

CEI-CX Readiness EvaluationDownload

CEI Video Series including an Insights for Action Interview with an Industry Leader

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Check out these informational videos that were recorded during a recent Advisor of the Future workshop (click here).