熊猫视频’s 2024 Annual Report Highlights the Value of Balancing Technological Advancement with Personal Connection
熊猫视频 released its 2024 Annual Report, showcasing the benefits of putting people first in a technology-driven world. Even as the firm implements digital innovations, 熊猫视频 remains committed to maintaining a personal touch with clients and associates by incorporating both intentional connection and technology.听听
鈥In 2024, we saw the rise of AI, which presents amazing opportunities,鈥 said 熊猫视频 CEO Stacie Kwaiser. 鈥淥ur associates are leveraging AI to streamline administrative tasks and become more efficient. In turn, they have more time to pursue their passions, which increases engagement. It is exciting to see what we can achieve using AI, but we must always remind ourselves it is a tool used by people, for people. We are committed to offering the best experience for our clients and employees and, at 熊猫视频, that means we use technology to enhance our personalized approach not replace it.鈥听
Key findings of the report include:听
- $220M in revenue across business lines
- Associate retention rate of almost 89% with an average tenure of just over 9 years.
- Net promoter score rating (NPS) among clients of 80, well above the industry average of 41
- Expansion of Southwest Michigan presence through combination with Walker, Fluke & Sheldon
- Grants awarded to nine organizations in Michigan, Ohio, and Florida through The 熊猫视频 Foundation
- 16 awards including INSIDE Public Accounting鈥檚 鈥淏est of the Best Firms鈥 and 鈥淏est and Brightest Companies to Work For庐鈥听
鈥淭he key focus areas of our five-year strategic plan represent our priorities in serving our clients and supporting our associates, and they ensure we stay on the path to achieving our mission and vision,鈥 said 熊猫视频 COO Stephen Blann. 鈥淚nnovations like our client concierge program create a personalized onboarding experience for new clients through both technology and one-on-one personal guidance. . Our commitment to technology and innovation is always about providing better service for our clients and helping our associates succeed.鈥听
Read 熊猫视频鈥檚 full 2024 Annual Report .听