First ever ‘Growing Your Firm’ workshops such a success, Autumn Series to follow

On one of the hottest days of the summer, we held our first ever ‘Growing Your Firm’ workshops in London and welcomed prospects in the morning and customers in the afternoon. The venue was the fascinating Garden Museum, which is situated on the banks of the River Thames, right in the heart of London opposite the Houses of Parliament.

Our primary aim with the lunch and afternoon session was to say a big thank you to all MyFirmsApp customers who have been part of a very productive year in which we have developed win-win solutions to the Apple changes and have seen the launch of the new OneApp platform. But more than that, the day was also about unveiling new developments and sharing with customers how the App is set to make practices even more efficient with new functionality that can help grow their businesses.

Exciting product road map

Mike Page, Head of Product Management, revealed an exciting product road map that includes new AI functionality with the introduction of a new Virtual Assistant to help clients, 24/7. He also unveiled Behaviour-Led Messaging and Automated Client Communications to provide a key differentiator for accountants in their client service and communication strategies. Customers loved the fact that while Automated Customer Engagement provides a personal and unique experience to the App user, the real USP is that accountant does not have to do anything at all. It delivers the perfect solution to some of the most common but frustrating communication challenges:

  • Communicating with clients in an effective way
  • Chasing and reminding clients
  • Struggling to get clients to engage at the right time to give them the right advice
  • Value is often lost by having conversations with clients that are not informed
  • Accountants are extremely busy and don’t have the time to manage and engage with clients as much as they should

How does it work?

If a client has opened the accountant’s App to work on one of the calculators or has filed a receipt, it automatically sends out pre-written notifications from the accountant to the user’s phone. The accountant can fully tailor the content of the messages and switch off any notifications that they do not want clients to receive.

The new automated client communication feature ensures that all communications are relevant and includes pre-crafted messages that are designed to drive the right level of contact with clients. These are available every month and cover a wide range of subjects including reminders of key deadlines, tips on how to get the most out of the App, advice on how to reduce the cost of driving and warm holiday message to name but a few. In addition, the Tax Hub generates messages featuring the latest finance news and a complete Autumn Statement and Budget Pack including expectations and business and personal announcements, as they happen. These automated  messages help to build a reputation with clients and prospects for great communication and providing valuable information, which extends beyond their accounts. New functionality to be introduced soon includes a personal calendar with an automated reminder.

More workshops to follow

The feedback from both prospects and customers who attended the events was so positive that we have decided to run more ‘Growing your Firm’ workshops in the Autumn. These will be in UK flagship locations and are designed to help grow firms sustainably using simple and effective practical steps. The sessions will also look at the challenge of converting prospects into paying business customers and how to get more from existing clients by using basic building blocks to supercharge efforts.

By working in partnership with accountants, we believe that we can develop solutions that improve the user experience, deliver better performance and continually push innovation forward so that our Apps continue to be the most innovative and functional in the market.

Please email Glen, Head of Customer Success at glenh@myfirmsapp.com to register your interest and as soon as the dates and locations are announced, we will get in touch.

Connor Mullins

If you have any queries about how to get the best from your App and further your marketing capabilities, Connor is the person to contact. Connor specialises in marketing and customer care, handling App calls and providing a key service to ensure clients can promote their App effectively using a range of marketing strategies. MyFirmsApp provide the world’s leading App solution for Accountants and Bookkeepers, and Connor helps professional service firms in overseeing the progress of their App project and helping them to drive engagement with their clients. His experience and skills though having a BA Hons degree in journalism are invaluable to the team. For any App marketing queries you can contact Connor on 01325 469 603. Outside of work: Connor enjoys playing guitar and going to gigs. He is a big fan of Oasis and The Stone Roses. He also likes socialising with friends and family, and following Newcastle United.