Cultivating a Customer-Centric Organization in a Digital World

Rose Report: Issue 58

By Ted Rose, CEO, Rose Financial Solutions

Not so long ago, face-to-face interactions were the way businesses operated. However, today automation and digital interaction have become the norm. Undoubtedly, the pandemic has affected how businesses interact with clients. With the growing popularity of Zoom, WebEx, and Teams, in-person sales meetings are becoming a thing of the past for many professional services firms. From a client’s perspective, the extra time spent attending an in-person meeting is now being used on other higher value tasks.

We live in a digital world that allows companies to work smarter and faster while reducing human error. For business leaders, the challenge is balancing technology with the human element to deliver exceptional customer service. According to Forrester Research, “The pendulum is swinging from automation to increasingly important touchpoints powered by human agents.” The most forward-thinking companies are integrating AI into their employee workflows, allowing humans and machines to work more closely to deliver a more gratifying customer experience.

According to Amazon founder Jeff Bezos, “The most important single thing is to focus obsessively on the customer.” Customer-centric companies value their customers and put them first in everything they do. The goal is to create a culture that motivates your team to deliver exceptional customer service at every step of the customers’ interaction—whether digital or human—with your company.

Remember that the customer experience begins long before the first point of sale, often as a digital touchpoint through an email, social media post, website visit, or chatbot. Digital interactions offer a cost-effective way to connect effortlessly, gather data on your audience, and quickly reply to questions and requests. Conversely, human touchpoints help build relationships and make customers feel more valued. When digital and human interactions work well together, they create an exceptional customer experience. 

Here are some tips on creating a customer-centric strategy for your business.

  • Investing in technology, training, tools, and resources is essential to meet customer expectations.
  • Research shows a correlation between employee satisfaction and customer experience. Simply put, a happy workforce enhances customer satisfaction. Therefore, building a corporate culture focused on employee engagement is essential in developing a customer-centric strategy.
  • To help your entire team get on the same page with your expectations, create a protocol that outlines the expected conduct and procedures regarding customer interactions.
  • Establish evaluation procedures to gauge performance, hold employees accountable, and determine adjustments to future training needs. 
  • Make sure to survey your customers. Their insight is invaluable.

 Utilizing digital and human touchpoints to deliver exceptional customer service can significantly impact your bottom line through customer retention and referrals. In fact, according to Watermark  research , customer experience leaders outperform their competition, generating a total cumulative return that is 3.4 times greater than those that do not.

As a customer-centric organization, Rose Financial Solutions utilizes a combination of digital and human interactions to ensure exceptional customer satisfaction. Please schedule an appointment to learn more about the advantages of working with RFS and our commitment to putting our clients first.

This content is for information purposes only and should not be considered legal, accounting or tax advice, or a substitute for obtaining such advice specific to your business.

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September 4, 2025
Rose Financial Solutions (“ROSE®”), a pioneer in Finance as a Service ( FaaS ), today announced new strategic partnerships designed to empower fractional CFOs and CPA firms to support clients with scalable financial infrastructure. Through alliances with Apex Finance Solutions, CFO Advisory DC, CTM Partners, and Rubino & Company , ROSE is expanding access to scalable, AI -enabled solutions that simplify financial operations and amplify the value advisors deliver to growing businesses. “Fractional CFOs and CPA firms are critical growth partners for businesses, but they shouldn’t have to build financial infrastructure on their own,” said Ted Rose, President, CEO, and Founder of ROSE . “With these partnerships, we’re giving them access to enterprise-grade tools that drive efficiency, scalability, and insight—so they can remain focused on their most important role: trusted advisors.” At the center of these partnerships is ROSE’s Finance as a Service ( FaaS ) model, which integrates People, Process, Technology, Organization, and Data . This framework simplifies back-office operations while empowering financial leaders with real-time insights, audit-readiness, and proactive decision-making . All four partners now gain access to Easby ® , ROSE’s AI-powered, enterprise-grade automation platform that seamlessly integrates with accounting systems to transform financial data into actionable intelligence. Meet the Partners Apex Finance Solutions : Guides high-performing entrepreneurs with executive-level financial leadership. With Easby®, Apex enhances its strategic advisory capabilities through real-time data insights. CFO Advisory DC : Brings a global perspective from private equity, impact investing, and strategy consulting. Easby strengthens its ability to deliver operational excellence and scalable growth strategies. CTM Partners : Specializes in driving scalable growth and operational efficiency through financial leadership. By leveraging ROSE’s FaaS model, CTM expands client visibility and decision-making agility. Rubino : A Maryland-based CPA firm delivering audit, tax, and CFO consulting expertise (through their CAS – Client Accounting Services). By integrating Easby, Rubino enhances compliance readiness while delivering deeper client insights. “This is just the beginning of our CFO and CPA partner network buildout,” added Rose. “Our goal is to ensure every growth focused organization in the nation has access to the same level of sophistication and scalability as enterprise finance teams—without the cost or complexity. Our nationwide network will reshape the way financial leaders deliver trusted, data-driven advisory services.” About Rose Financial Solutions ROSE is a leading provider of Finance as a Service (FaaS – next generation of finance and accounting outsourcing) , helping businesses simplify financial operations by aligning People, Process, Technology, Organization, and Data . Its enterprise-grade AI-enabled automation platform, Easby® , transforms financial data into actionable insights, enabling companies to scale with confidence and agility. With ROSE and Easby, organizations achieve audit readiness, operational efficiency, and data-driven decision-making—redefining the future of finance and accounting. To learn more about how ROSE and Easby® can transform your financial operations, visit www.rosefinancial.com and www.easby.ai . Ready to empower your firm with enterprise-grade financial infrastructure? Contact us today to explore partnership opportunities.
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