Improving customer satisfaction
Wesch discusses the common challenges of trying to expand customer relationships beyond a simple once-a-year engagement. He sees an opportunity to leverage AI tools to help companies reach out to customers more frequently without increasing the time and resources spent communicating with them.
He said: “The challenge we face when working with clients is primarily to maintain regular contact with them. We are an audit and tax focused firm. In both cases, we In terms of doing something directly for them, we basically only work with clients once a year, and by leveraging AI and technology, we can do it more often without actually spending a lot of time. Now you can contact your clients.”
Utilize AI company-wide
At the AI Technology Showcase, Wesch looked at solutions for not only communicating with clients, but also automating tasks to save time and process large data sets. AI presents opportunities across the enterprise, from managers to tax and audit staff.
Wesch said: “The content I saw in the AI sessions was primarily focused on creating content for client communications and did not require my team to spend a lot of time creating content. , AI software has also taken over some of the low-level work that previously required a lot of time, and is much faster in terms of selecting items and finding outliers in large datasets. will be processed.”
spend more time with clients
Wesch was intrigued by the ideas revealed at the AI technology showcase and the considerations for his company. One of his most important things is related to creating a better experience for clients and staff. This creates a win-win situation for companies, recognizing that skilled employees want to spend more time on important customer-facing tasks.
Wesch explains: “The key takeaway from the AI sessions I attended was that AI exists to augment what we do, allowing us to focus more on our clients instead of focusing on getting the job done. Because we can essentially move some of that work into AI-powered software and spend more time talking to our clients and listening to them. , it also helps with the fact that we're short on talent, and the talent we can attract wants to spend more time doing actual customer-facing work rather than menial jobs. .”
