Many of our customers have been making use of digital tools including finsit not only to boost their agility and efficiency but also meet the needs of their customers by building out an advisory offering.
According to practice customers across the UK and Europe, there was a sharp increase in client requests for advice in 2020 - from cash flow advice to managing the government rules around lockdown.
Join our Director of Product Management, Gareth Cram who will host a panel discussion with early adopters of finsit, showcasing how it has enabled growth in efficiencies and offerings to clients. During this webinar we will be exploring:
- the shift to the proactive advisor - the rise of advisory and forecasting services
- new services to clients achieved through finsit
- how the role of the accountant and relationships with clients will change post-COVID