Is Your Firm Ready?January 23, 2018
7:30 AM - 9:00 AM
Monroe County Bar Association at the Telesca Center For Justice (click for map)
Are you concerned about your firm’s ability to defend against cyberattacks?
Has an increasingly mobile team made it difficult to manage mission-critical data?
In the world of professional services, client relationships are your greatest asset. Many practice management systems fall short in tracking the client’s entire life cycle, leaving your firm with mission-critical data scattered on user desktops, spreadsheets, and paper files.
Learn how pairing a comprehensive client relationship management tool with cloud-based business productivity tools and an aggressive cybersecurity strategy will help you aggregate client data, track correspondence, and automate your firm’s key workflows, while protecting essential information and streamlining operations.
Join SYNACT’s Sarah Compter and CMIT’s Cheryl Nelan for breakfast and a conversation with these key takeaways:
- Protecting firm and client data
- Utilizing CRM and other cloud-based tools to manage essential information and streamline operations
- Leveraging technology to help your firm meet evolving compliance regulations