Emma Baddaley, our Strategic Relationship Director continues our latest webinar series looking at how you can elevate your firm and win more clients. Next up, we invite Aleks Tomczyk to delve into estate accounts!
The third episode of our ‘Open for Business – Elevate your Firm and Win More Clients‘ webinar series goes live on Wednesday 23rd April at 10am.
In this 45-minute session Aleks Tomczyk, Founder and Managing Director of Exizent, will explore legal technology and efficiency in estate administration.
Most professionals enter the wills and probate space because they want to help clients at key points in their life. Modern technology including AI offers opportunities to help do this more efficiently and with reduced risk of error, also enabling practitioners to service more clients and focus on providing excellent service. Aleks has a wealth of experience running successful technology projects of all sizes and aims to share some of that in this session.
The webinar will include:
- An overview of some of the technology tools in use and emerging.
- The benefits to all stakeholders of technology adoption.
- Why data and security are key to getting best value from technology.
- How some of the risks of estate administration can be mitigated through technology usage.
- Tips on ways to make technology adoption successful.
