November 17 | 11 am PT: Unlock Greater Client Insights and Gain Efficiency with Divvy

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Title: Unlock Greater Client Insights and Gain Efficiency with Divvy

Date/Time: November 17, 2022 | 11:00 am PT

Description: Are you spending hours reconciling client transactions and closing their books each month? Traditional expense management is time consuming, inefficient, and fragmented. Your clients don't get real-time visibility into cash flows, have trouble sticking to a budget, and can't do proactive planning.

Learning Objectives: 

  • Discover the elements of Spend Management automation: Corporate cards, software and accounting-platform integrations
  • Learn to leverage the Divvy platform to grow your advisory offering; provide actionable insights surrounding cash flow , budgets, forecasts and business performance
  • Uncover efficiencies and savings for your firm and for clients through streamlined internal processes, reduced software spend and freeing up employee time
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December 12 | 11 am PT: Unlock Greater Client Insights and Gain Efficiency with Divvy
December 12 | 11 am PT: Unlock Greater Client Insights and Gain Efficiency with Divvy

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November 16 | 11 am PT:  Spend Management Advisory: How to price, position and productize
November 16 | 11 am PT: Spend Management Advisory: How to price, position and productize