Client Experience (CX) isn’t just a buzzword; it’s a powerful differentiator. A strong CX strategy drives client loyalty, improves retention, increases profitability, and enhances competitive positioning. So, when firm leadership starts talking about CX, what comes next?

Join us for a practical, action-focused session on how to launch a CX program at your firm. While there’s no one-size-fits-all model, we’ll explore the core elements of effective CX frameworks through two real-world examples: PBMares, where CX is led by the marketing team, with insights from Julia Germeyer, Director of Marketing, and Herbein + Co.,  where CX is a full-time role, with insights from Ryen Salo, CX Manager.

Our speakers will share their firms’ approach to CX, KPIs to track, success stories, lessons learned, and things to think about as you navigate these conversations at your firm. Leave the webinar feeling energized and ready to tackle your own CX program!