The 32nd Annual Marketing Partner Forum 2025
January 29 @ 8:00 am - January 31 @ 5:00 pm
CLIENTSFirst Consulting is bringing the Power of Clean Data to the 32nd Annual Marketing Partner Forum in Sonoma. Join company President Chris Fritsch for “Woven Together: The Intersection of AI and Client Relationship Management” as she explores how firms can balance AI automation with meaningful client relationships.
9:30 AM-10:30 AM PST: Breakout Discussion: Woven Together: The Intersection of AI and Client Relationship Management
As client bases expand, marketers are faced with the Sisyphean task of managing existing clients and new leads on their own. While Client Relationship Management software facilitates organization, much of the effort still falls on the lawyers. Many marketers are turning to CRM automation and AI-assisted operation, reserving valuable time and energy. However, utilizing AI for CRM can create one-sided relationships, either wherein the client engages and the AI reciprocates, or wherein the AI repeatedly engages on behalf of the firm without response. Where is the balance between automation and personal flair? The session will focus on how firms can smartly keep up with market trends of AI automation while still establishing meaningful and built-to-last client relationships.
