Webinar

Fast data, fast funding: Helping clients maximise opportunities & insights

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Fast data, fast funding: Helping clients maximise opportunities & insights

Helping clients achieve funding such as loans or grants, or helping them save money on costs like bills or business banking, is a superb value-add for accountants in any size of practice.

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Yet it can be a difficult skill to master. Applications can take weeks to complete. And that's before we consider the difficulty in getting together the correct data to make the applications, or produce the necessary reporting.

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In this webinar you'll learn:

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Webinar: Revolutionise your clients' business with fast and effective funding applications

In this unique session, experts from AutoEntry and Swoop look at both ends of the successful funding spectrum—from how to ensure there's a fast flow of high-quality data, to how to use that data quickly and efficiently to provide real client benefits.

Fast data, fast funding: Helping clients maximise opportunities & insights

Helping clients achieve funding such as loans or grants, or helping them save money on costs like bills or business banking, is a superb value-add for accountants in any size of practice.

‍

Yet it can be a difficult skill to master. Applications can take weeks to complete. And that's before we consider the difficulty in getting together the correct data to make the applications, or produce the necessary reporting.

‍

In this webinar you'll learn:

  • Best practice techniques for ensuring there's a 24/7 fast flow of quality client data to empower client servicing of all kinds.

  • The client touch points to target in order to ensure you have the insights and data required.

  • Where to apply reporting and dashboards to provide vital understandings.

  • A crash course in how to easily and quickly find funding, grants and other financing, and tricks and techniques that can be used to apply—turn days of work into as little as an hour or two.

  • A practice management plan to implement all of the above and provide a solid and consistent offering to clients.

Our industry expert speakers

Learn more about the people who will be leading this webinar

Sean Smith
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Accountant and Bookkeeper Evangelist at AutoEntry and Sage

Sean Smith is an Accountant and Bookkeeper Evangelist at AutoEntry and Sage. A former accountant, Sean is highly passionate about client experience and strives to help firms create seamless client journeys, using frictionless technology to deliver the best client experiences. Sean has spent the past 8 years working with a range of accounting technology firms helping practices manage change.

Andrea Reynolds
,
CEO and founder of Swoop

Andrea started her career as an accountant with KPMG before joining their Management Consultancy division. Andrea left to start a corporate finance consultancy, where for 10 years she raised business funding across loans, investment and grants – leading her to launch swoopfunding.com. Andrea is a non-executive director Berkshire Hathaway European Insurance.

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