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Consulting Firms Roundtable | 21st September | London SW1Y

“Heading off Client Defections & Gaining Customer Loyalty in the Digital Age”

✓  Can you predict your client’s future requirements?

✓  Are your service offerings aligned to your client’s needs?

✓  How do you ensure all your clients receive a valuable experience with your firm?

✓  Is your approach to client defection proactive or reactive?

✓   Can you identify possible client defections before it’s too late?

With the Consulting Industry in transition, and client profiles changing, how well do you know each of your clients and their ever shifting business needs?  It’s now more critical than ever to understand and meet your clients’ specific requirements and future challenges. Failing to keep ahead of these changing demands could lead to damaging client defections and lost opportunities. Can your business afford to risk losing its clients to competitors?

We are seeing Consulting firms utilising digital applications to successfully transform the way they manage personalised client relationships. Digital transformation is shaping the entire client experience across the business to secure increased client retention and future business growth.

Register Your Place Today!

Management Consultants CRM

Attend this morning Roundtable and take the opportunity to discuss how you can anticipate & head off clients defections, expand your services and increase revenue with digital transformation.

WHEN: 21st September 2017
WHERE: The Clubhouse, 8 St. James Square, SW1Y
TIME: 9:30 – 11:30  (Registration 9:00)

Topics for discussion:
• How well do you understand your clients and their ever changing needs?
• Re-aligning your services to meet client expectations
• How do you define your client’s true value?
• Becoming and remaining a trusted adviser
• Proving your digital transformation credentials

Register Your Place Today!

“Management consultancies are expanding their skills into areas of marketing, customer relations and digital as the pace of change in business accelerates. The results are often lower costs, improved services and opportunities for growth.”    Alan Leaman, Chief Executive, Management Consultancies Association 

Chairing this Roundtable will be…

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Leigh Odell – Touchstone Business Manager for Professional Services

Responsible for Touchstone’s engagement with consulting organisations to better understand the industry trends, challenges and strategic shifts its clients face. Leigh has a key focus on driving industry networking and collaboration to ensure Touchstone’s services are best aligned to meet the ever changing needs of our client’s specific industry’s needs.


Matt Woodford –  Microsoft Solutions Specialist for Consulting

Matt works with major UK consulting firms to strengthen their approach to increase revenue from existing clients and to acquire new ones.  Helping professionals grow profitable client relationships, Matt supports leaders of practice groups, industry and client teams, business development and marketing at consulting firms on initiatives that accelerate their revenue growth.

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Jeremy Ward –  Touchstone Head of Consulting & Services

A dynamic Practice Director and Project Manager, Jeremy specialises in the implementation of enterprise CRM and intelligent customer relationship applications. With over fifteen years of implementing customer relationship solutions means he has a deep appreciation for the good, the bad and the ugly. And how to deliver the good!

“Touchstone has been a Microsoft Gold Partner for over 15 years, but more importantly are a strategic collaborator in the development of Microsoft’s Business Applications for Customer Management excellence. Having successfully delivered over 400 Microsoft Dynamics projects proves their winning expertise and approach”
Laura Bouchard, Microsoft UK Partner Sales Director

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