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Participants will evaluate how successful firms integrate multiple data sources with CRM systems to act on relationship insights and stay ahead amid increasing client demands.
Host: John Hensler, specialist executive, Deloitte Consulting LLP
Presenters: Bryan Foster, principal, Deloitte Transactions and Business Analytics LLP
Charlie Knowlton, general manager legal, Salesforce
Joanna Trimble , chief revenue officer, Introhive
Key takeaways
In today’s evolving legal landscape, law firms should rethink how they build and nurture client relationships. Join Deloitte, Salesforce, and Introhive as we uncover how leveraging relationship data and artificial intelligence can fuel growth, enhance personalized client experiences, and boost operational efficiency. We’ll discuss:
- Core drivers pushing law firms to adopt data-driven relationship management solutions.
- Tools and integration strategies that enable actionable, personalized business development.
- Opportunities to reduce inefficiencies and improve revenue growth through smarter use of relationship data.
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