ASF Audits shares their latest initiative, Intelligent Client Success. It uses data analytics to provide targeted and direct education to clients, leading to a smoother audit process.
Technology and client education have always been two core values for ASF Audits, a specialist SMSF audit provider.
The company’s latest initiative, Intelligent Client Success, combines both of these focus areas to provide clients with a more efficient audit process through direct education.
Ben Atkins, director of marketing for ASF Audits, told SMSF Adviser that Intelligent Client Success uses Power BI to see all the data a client receives in the system and to identify specific types of client queries. You explained that you are identifying trends and spikes.
“The ASF audit then provides educational materials on that specific topic,” Atkins explained.
“For example, let’s say you have an accounting firm and you get a lot of inquiries about real estate. The system picks it up and delivers an educational piece of property to that client.”
By data mining these queries and providing more direct training to clients and their staff, Atkins says ASF audits “minimize queries and friction points during the audit process, reducing turnaround time. He said he could.
This technology uses benchmarks to identify where a particular company has a higher percentage of queries compared to other companies of a similar type.
“Intelligent Client Success will allow us to give our clients live data about where their queries are most likely to occur,” he said.
“We can then create webinars, articles and fact sheets on these topics to lower our query rate.”
ASF Audits offers clients a variety of educational resources provided by Shelley Banton, Head of Education.
“Our main focus is to build on existing relationships, communication and training to remove pain points and promote a positive experience for our clients,” says Banton.
Mr. Banton said Intelligent Client Success helps enhance service delivery by identifying problem areas and implementing targeted training solutions..
Mr Atkins said:
The company’s data integration process is already simplified with one-click audit technology, allowing users to connect their accounting software to audit dashboards in one step.
Atkins said Intelligent Client Success is about using data and intelligent design to deliver the best results for your clients.
“It’s all about SMSF auditors and clients working together to create the most efficient SMSF audit process in Australia,” he said.
