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Building Client Intelligence: Using Claude to Strengthen Relationships
Thursday, July 30 at 1–2 pm ET
Hosted By:
Docker Davis, Growth Manager at Ping
Joe Wrobleski, Tax Solutions Consultant at Truss
About Event
In this workshop, we discuss why too many client relationships get stuck at basic checkpoints, and why the real risk of AI is not that it feels cold, but that firms lose clients to competitors who have stopped making them chase paperwork. You’ll see how Claude can handle the administrative layer by organizing documents and flagging issues, so preparers can spend more time with clients instead of the shoebox. By the end of the session, you’ll have practical, simple ways to cut manual handling and deepen client relationships without adding headcount.