In today's episode, Obed discusses the specifics mapping the client journey at your firm. You’ll hear why it's a huge...
Read More
The Perfect Client Experience
A podcast dedicated to improving client experience in financial services.
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Blog & Episode Posts
CPA’s and Mapping the Client Journey
In today’s episode, Obed discusses the specifics mapping the client journey at your firm. You’ll hear why it’s a huge...
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First things First – Your Client Experience Vision
In today’s episode, Obed discusses the specifics of creating your client experience vision and how that vision simplifies every decision...
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What the Heck is CX
In today’s episode, Obed discusses how client experience has been defined for accountants and how it’s different from customer service....
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Client Experience: The New Secret Sauce in Finance
In today’s episode, Obed discusses why one of the best parts of accounting is focusing on client experience. The episode...
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Obed Maurice, practicing CPA and fintech founder shares the latest insights from the fields of accounting, technology and consumer behaviour and how professionals can unlock their potential by delivering the perfect client experience.