Striking the right balance between automation and personal connection is key to delivering great client service. In this webinar, Joe Wroblewski, Senior Sales Engineer at SafeSend, tackles a common misconception—that automation, especially in tax software, results in a cold, impersonal experience. Too often, what’s seen as the “white-glove” service is just inefficiency disguised as personalization. Things like repetitive emails and letters that could easily be automated. Let’s dive into how you can streamline processes without losing the personal touch.
Joe Wroblewski will explore how strategic use of automation can enhance client interactions rather than detract from them. By automating routine tasks, professionals can free up valuable time to focus on more meaningful and personalized client engagements. This approach improves efficiency and fosters stronger client relationships, leading to increased referrals, enhanced prestige, and a higher return on investment. Join us to learn how to leverage automation to complement and elevate your client service, ensuring a balance that drives both operational excellence and personal touch.
Learning Objectives:
SafeSend
Senior Product Enthusiast
[email protected]
(800) 716-2558
Joe Wroblewski is a Senior Product Enthusiast with more than eight years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.
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