Client collaboration Delivering tools and techniques for the future ready firm Wendy Rowe Lee Bennett, Jason Pearce  CCH, a Wolters Kluwer business CCH.

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Presentation transcript:

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

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

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

So how do you drive growth using collaboration? 5555 CCH UK Conference 2012: The Future Ready Firm  London 21 June Business Advice Client Tax Alerts Planning Risk Profiling

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

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