Make Profitable Client Accounting Services (CAS) Your 2021 New Year’s Resolution

During this webinar, XCM Solutions Vice Senior Vice President Ray Barlow and Director of Client Accounting Services Shelli Voyer discuss how leveraging a cloud-based workflow automation platform within your firm will allow you to create more capacity to focus on the growth of your CAS offerings.

Watch this webinar recording to learn:

  • How firms of all sizes are leveraging workflow technologies to automate their processes
  • How to become more efficient and increase capacity
  • How firms are scaling up their CAS offerings

This on-demand webinar does not offer CPE credit.


Watch The Webinar


* Indicates Required Field
Note: Cookies must be enabled for this form to work correctly.

Privacy Notice/Cookie Policy