Connecting to the Lonely Client

The sudden transition to work-from-home has heightened the need for firms to connect with clients and understand their unique needs. But this disruption in our usual routines can easily cause a breakdown in communication, or worse, a tone-deaf outreach. In this program, we will share tools and techniques that ensure your clients are attended-to and their needs are prioritized.

In this one-hour webinar, Introhive, Passle, and Ackert will discuss:

• Key characteristics and tools that identify under-serviced clients during this time
• Strategies that ensure accurate, easily accessible contact data and enable communication with firm-wide contacts and client base
• Solutions that keep your clients connected and engaged
• Systems that coordinate client outreach and deepen relationships
• Cutting-edge technologies that maintain client connections and combat isolation