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July 31, 2024

10:00 am

PT

Summer Camp Webinar Series: Fieldguide Insights

Join us for Fieldguide Summer Camp – an exclusive webinar series where Fieldguide product leaders will take you on an in-depth journey through our latest innovations.

Attend this webinar as Fieldguide's Senior Solutions Engineer shares the latest possibilities with Fieldguide’s end-to-end analytics. Learn how you can use insights with time tracking, client responsiveness, and engagement activities to save more time, optimize resources, and work strategically with clients.

In this webinar, Nathan will explore the following areas of Fieldguide Insights:

  • Time Savings: see how much time your firm is saving across different phases of engagements - from planning to reporting and closing.
  • Practice Insights: understand client responsiveness to requests, specifically showing what client interactions are causing multiple review cycles or project delays.
  • Time Tracking Insights: get detailed information on how team members are spending their time on activities and engagements, so you can determine which areas are consuming too much of their time.

Upcoming webinars in the Fieldguide Summer Camp series include:

Why should you attend the webinar series:

  • Catch up on the latest features from Fieldguide, including automated annotation of client documents, time tracking analytics, and AI-assisted financial audits
  • Learn how to drive time savings and efficiency with specific Fieldguide capabilities
  • Interact with Fieldguide's executives and product leaders

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Meet our hosts and speakers

Nathan Breidenbach

Senior Solutions Engineer

Nathan Breidenbach

Learn why the future of Advisory Services is powered by Fieldguide AI

Top 500 firms choose the Fieldguide platform and AI. Learn how Fieldguide can help your firm.

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