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ON DEMAND WEBINAR

One View, One Team: Mastering Client Data and Workflow Management

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How many dashboards stand between you and a simple status update for your clients?

Your team is working, checking off tasks. All the data exists. But when it’s spread across multiple tools, the full picture stays just out of reach. 

Join Ben Barker, Business Development Manager at AccountKit, and Jeremy Lobascher, EVP of Customer Experience of TOA Global, as they show how firms can eliminate data silos, prevent delays, and keep teams aligned and accountable at all times.  

Key Takeaways

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Unify all client data from your app stack in one place

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Gain visibility over your client data and workflows

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Standardise how your work is done on and offshore

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Ensure your team stays on track no matter where they’re working

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Help your practice perform at its peak

Ben Barker

Ben Barker

Business Development Manager, AccountKit

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Ben is a chartered accountant with a passion for innovation and efficiency in the profession. He’s dedicated to helping fellow accountants streamline their work and embrace technology to enhance their practice. With his expertise and enthusiasm for digital solutions, Ben empowers accounting professionals to work smarter, not harder. 

Outside of work, Ben is a self-described nerd and devoted dog dad. 

Jeremy Lobascher

Jeremy Lobascher

Executive Vice-President - Customer Experience, TOA Global

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Jeremy is a people-focused leader responsible for TOA Global’s customer support functions as well as change management and continuous improvement programs. Before joining in 2021, Jeremy held executive CX roles with Stellar BPO and the Qantas Group (Qantas Frequent Flyer and Jetstar).  

Highlights from Jeremy’s tenure with TOA include the launch of our centralised CX support function, the development of our online customer portals (Atlas and Luna), and the implementation of our live chat and AI chatbot serviceswith more CX initiatives also in the pipeline! 

Watch this on-demand webinar