Are you trying to improve your client experience and unsure if you have the right technology in place? Your current tech stack may already include opportunities to improve CX and win more referrals.  This talk will help you identify ways to maximize your existing martech stack and determine important metrics for your firm.  We’ll discuss tactics, easy wins, and automation strategies. Planning for future tech investments will also be covered.

Speaker:

Lori Braden 
Vice President - Marketing & Communication
Pennsylvania Institute of CPAs (PICPA)