Digital transformation can take a “phoenix” or “evolutionary” approach — the path you take depends on your risk appetite, budget, and business strategy. Attend this non-technical session to figure out which digital technologies you should be looking at and which transformation strategy may be the right one for you.
May 25, 2022
NASBA Field of Study
With the “great resignation” looming and people seeking full remote or hybrid work arrangements, has your firm fully leveraged digital technologies like automation (to reduce the volume of hours required to complete work), client portals/collaboration apps (to streamline communication and exchange of information and files), e-marketing (to automate the sharing of information to clients and find new clients), and employee engagement (to expand the firm’s culture into the digital sphere and have better awareness of employee that may be at risk).
In this webcast, you'll learn how emerging technologies are:
You'll also learn how to set up a proper workflow.
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!
Group ordering for your team
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