Customer experience benchmarking – how do accountants fare?

Join hosts Moneypenny and JE Consulting at this breakfast session where we’ll examine the findings of our original research, focused on accountants’ client experience practices, how clients engage with businesses and how accountants compare to other industries. You’ll learn all about how your competitors are performing, network with like-minded peers and leave the session with handy, easy-to-implement takeaways to optimise your own performance.

We’ll cover:

• How accountants compare to other industries when it comes to client experience
• How to make your website work harder - identifying the key areas to focus on and hearing real results from Moneypenny’s digital CX benchmarking report
• Next steps for your own CX implementation
• How accountants compare in their e-marketing activity – crucial insights from JE Consulting’s benchmarking survey
• Creating engaging and relevant digital content
• Turning ‘likes’ into leads

Louise Walpole, Head of Finance Sector - Moneypenny

Having been a client of Moneypenny, as well as a supplier, Louise was so impressed with the service quality and inimitable culture that she transitioned from a successful 20-year career in recruitment, to the forward-thinking environment at Moneypenny, joining our business development team in 2017.

It was in this role that she masterfully built trusted relationships with clients and partners, before taking a keen focus on providing solutions to the accountancy industry. Louise now heads our finance sector and it’s the combination of her unrivalled knowledge alongside her experience as a Moneypenny customer, that gives her a profound understanding of the challenges our clients face in outsourcing and growing their accountancy firms.
Jo Edwards, Managing Director - JE Consulting

Jo Edwards is the principal of JE Consulting, a company who specialise in providing marketing assistance to accountancy firms. Jo has over 30 years practical marketing experience, working with both large and small practices as well as many of the accountancy service providers, and formed JE Consulting in order to bring results-driven marketing to many UK firms. Jo’s “hands on” approach to marketing has helped many firms across the country to generate new clients and develop a profitable way of cross-selling services to existing clients.

Event Venue & Nearby Stays

The Cube Hotel, 196 Wharfside Street, Birmingham, United Kingdom