Accounting

Helping Accountants Build Stronger Client Relationships in an AI driven world

We specialise in helping accountants gain a deeper understanding of their clients by analysing relationships, requirements, abilities, and perspectives. This approach enables the creation of stronger, long-term partnerships. With AI increasingly influencing the accounting profession, the importance of personalised client service is more critical than ever.

 Our background is over 30 years’ experience of customer satisfaction surveys, dealing with a range of B2B organisations across Australasia with specialists knowledge in the role of servicing and the impacts of various elements on customer satisfaction and reduction in churn of customers through positive experiences. The role of Accountants appears to be continuing to move in a more collaborative, hands-on role, where more direct relationships and involvement with clients will become more important as, if as expected, automation and AI reduce the compliance and rudimental aspect of the roles.

What we can help with:

  • Account Management benchmarking

  • Segmentation of clients through ratings and commentary

  • Opportunities to upsell based upon current requirements aligned with skills within the organisation

  • Data validation to confirm accuracy of information (including current segmentation)

  • Identify susceptibility to AI and digital migration

Our Process

Understand

Understand your current operation by:

  • Speaking to Partners / Directors

  • Define segments based upon organisation setup

  • Determine current abilities within the organisation

Design

Design customised phone survey to understand:

  • Current relationship with organisation and staff

  • Understand opportunities for potential work

  • Determine level of digital skills to determine of AI

  • Create a base benchmark to understand persona’s of your clients and group into segments

Insights

Discuss results and give suggestions on:

  • Segmentation of your current clients

  • Potential opportunities based upon findings

  • Key ratings and insights based upon current experiences with the organisation

  • Potential risks based upon clients skills, internal resources and their likelihood to adopt AI practices in the short to medium-term

Why Market-Eye

  • Hamilton, New Zealand based B2B Market Research firm going for over 30 years.

  • Our whole process through initial discussions, survey design, surveying of clients, analyses, report writing and discussion of results is done inhouse.

  • User-friendly reports will give you detailed and actionable insights to support an increased relationship with your clients.

  • Benchmarking client’s relationship with staff, ability with technology adoption and opportunities based upon your organisation unique accounting skills will ensure opportunities will be identified quickly and easily implemented.  

  • We’re in this for the long-haul - many of clients have used us since the inception of the organisation, we pride ourselves on providing actionable information and building a structure that means our clients repeatedly use us to confirm market changes and get early signs of changes - with AI and automation coming, having detailed up-to-date information is important.