Turbocharge your client relationship: A conversation on better investing with clients to build relationship equity, a TurboTax case study

Room 4 | 9:30 am - 10:00 am | Wednesday, February 22, 2023

TurboTax Insights leadership will share their principles on how to best collaborate with suppliers, providing an understanding of what matters most beyond costs and timing. We’ll open the book to uncover what really matters for these partnerships to achieve that ‘extra edge’ that elevates effort, value and deliverables. We will explore the pressures and expectations clients experience from internal stakeholders, enabling a deep understanding of the “why” behind client needs. With supplier views peppered throughout the conversation, we’ll uncover important actions clients can take to inspire loyalty and receive the extra investment from the supply side. Let’s uncover the “win-win” for both clients and suppliers in this ever-important relationship!

Key takeaways:

  1. Gain a deep understanding of client-side needs and expectations.
  2. Be inspired by stories of suppliers that have gone above and beyond.
  3. Walk away with ways to improve your relationships on both sides of the supplier/client dynamic.

Best Practices Financial Services Joint Presentation


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