Webinars & Events

Register for our webinar or find us at the latest events.
March 2024
5th Mar
9:00am
Enhancing Client Service With An Integrated CRM - Live Webinar

The need for accounting firms to constantly enhance their customer service has been emphasised by the ever-evolving business landscape and the growing importance of prioritising the client experience.

In the accounting industry, effective client service is not just about the numbers. It is also about creating a personalised, seamless and engaging journey. Providing quality client support not only increases brand loyalty but also paves the way for sustained growth. This is where an integrated client relationship management (CRM) system comes into place.

In this 30 minute webinar we’ll be taking a look at the benefits of integrating your CRM system and how this helps streamlines processes across the firm from Onboarding to Marketing.

19th Mar
8:45am
2024 Trends and Insights: How to run effective client onboarding and KYC process - Live Webinar

Increasing cost, complexity and regulatory change continue to challenge accounting firms implementing client onboarding and Know Your Customer (KYC) systems. With an effective strategy and a clearly defined pathway, it’s possible to gain a valuable competitive advantage whilst meeting those all-important compliance requirements. But how to get there?

Join Mercia and FibreCRM as we explore the latest developments in onboarding innovation and automation to help firms meet today’s complex regulatory requirements and leverage increasingly pressing commercial imperatives.

Evaluation of the obstacles to effective onboarding and how to address them.

Discussions on the management of letters of engagement, ID checks and risk assessments.

The benefits and cost savings available through streamlined KYC processes and managing operational data.

Identifying best practice and future trends.

Speakers

Simon Leek, CEO, FibreCRM

Andy Holton – Head of Publications and Technical Lecturer, Mercia Group

27th Mar
10:00am
FibreCRM for Precise Targeted Marketing - Live Webinar

A new CRM initiative is often started by the marketing department due to their frustration with the limited access to good quality, targetable data within their accountancy firm. Without a CRM, firms will often send bulk email to everyone in their database whether it’s relevant or not. Or worse, not sending out content when it matters. In summary, marketeers are more effective when they have easy access to up to date client information that is kept clean and accurate by all stakeholders.

In this 30 minute webinar we’ll de demonstrating how FibreCRM can help you execute targeted marketing campaigns including:

  • Easily segmenting your client base into groups based on their needs, preferences, sectors, and behaviour pattern.
  • Built-in marketing automation tools that can help you streamline your marketing efforts.
  • Reporting on your marketing campaign’s performance, allowing you to measure your ROI and make data-driven decisions for future campaigns.
April 2024
2nd Apr
9:00am
The Importance of AML, KYC + Risk Assessment in Client Onboarding - Live Webinar

Being able to accurately assess risks when onboarding new clients is an essential part of any successful business strategy.

By taking the time to identify and analyse potential risks before they become a reality, businesses can better prepare themselves to handle any issues that may arise in the future.

Join our 30 minute webinar where we’ll be looking at the KYC + Risk Assessment capability in FibreCRM:

  • Complete your KYC + Risk Assessments in FibreCRM
  • Select and complete your onboarding forms.
  • Conduct all your AML checks within FibreCRM, thanks to SmartSearch and CreditSafe integration.
  • Results go straight into your KYC forms.
  • Sign off of new client depending on risk level.
  • Annual risk assessments
10th Apr
8:45am
The Importance of AML, KYC + Risk Assessment in Client Onboarding - Live Webinar

Trying to manage the onboarding process can sometimes feel like trying to get a plan to take off. Thankfully pilots have a heads-up display that shows them all the information that they require, but can you say the same about your approach to onboarding?

For example, when you are onboarding can you confirm all of the following in one easy-to-access place:

  • Who hasn’t returned a signed letter of engagement?
  • Which clients haven’t returned their ID documents?
  • Which clients haven’t I completed a risk assessment for yet?

Where’s the list of approvals I need to review?
Imagine all this on one single dashboard – a bit like a pilot’s heads-up display. It would be great, wouldn’t it? Join us for a free 30 minute webinar see first-hand how other firms, like your own, manage this using our tried and tested onboarding system.

AE

Finalist for software Innovation of the year 2019