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Client collaboration Delivering tools and techniques for the future ready firm Wendy Rowe

Client collaboration Delivering tools and techniques for the future ready firm Wendy Rowe Lee Bennett, Jason Pearce  CCH, a Wolters Kluwer business. CCH UK Conference 2012: The Future Ready Firm  London 21 June. Introducing . . . Wendy Rowe — Head of Product Management

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Client collaboration Delivering tools and techniques for the future ready firm Wendy Rowe

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  1. Client collaboration Delivering tools and techniques for the future ready firm Wendy Rowe Lee Bennett, Jason Pearce  CCH, a Wolters Kluwer business CCH UK Conference 2012: The Future Ready Firm  London 21 June

  2. Introducing . . . • Wendy Rowe — Head of Product Management • Lee Bennett — Senior Product Consultant • Jason Pearce — Product Consultant CCH UK Conference 2012: The Future Ready Firm  London 21 June

  3. What does client collaboration mean to you? You Clients What you communicate Client satisfaction = Client loyalty Client satisfaction = client loyalty Growth + Fulfilling dreams How you deliver your communications CCH UK Conference 2012: The Future Ready Firm  London 21 June

  4. Client collaboration – different types? Collaboration across the workflow Collaboration supporting growth CCH provide tools, information and services supporting these types of activities So how can you use CCH to identify client opportunities and easily communicate these with your clients? CCH UK Conference 2012: The Future Ready Firm  London 21 June

  5. Risk Business Advice Planning Tax Alerts Profiling Client Sohow do you drive growth using collaboration? CCH UK Conference 2012: The Future Ready Firm  London 21 June 5 5 5

  6. Automation, integration and collaboration PORTAL Aide- mémoire PORTAL & INSIGHT Proactive comms AUTOFILL Data sources CCH Central Automation and client collaboration PORTAL Client approval & filing PORTAL & TAX Missing data PERSONALTAX Tax return CCH UK Conference 2012: The Future Ready Firm  London 21 June

  7. Three important words . . . Integrate Our research tells us . . . Automate Collaborate The Answer: Automate Integrate Collaborate CCH UK Conference 2012: The Future Ready Firm  London 21 June

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