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Highly educated and often credentialed finance teams have trained and are prepared to make important contributions to their companies. Not only are these manual processes a waste of a significant investment in education, but they’re also more likely to result in mistakes. Asking employees for required documentation — often repeatedly.
As outlined in a recent Thomson Reuters webcast “ 4 Keys to Building Advisory Relationships ,” there are three key benefits to having best practices: client education, service-level resources, and internal education. Client education: Clients must have an understanding of how to do things better and why it is important.
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