Case Study: Mazars achieves more efficient remote client meetings with Klaxoon

How to run efficient and 100%-remote client meetings in the audit sector

Mazars, a global audit firm, needed a better way to run client proposal meetings when its teams went fully remote during the pandemic. In particular, audit partner Rodrigo Albuquerque wanted a more effective way to understand client needs, capture key information, and stay aligned with prospects from the very first conversation.

To address this, Mazars used Klaxoon and its Client Meeting template during remote meetings on Google Meet, taking live notes directly in the shared board as the discussion unfolded. Klaxoon made the meetings more interactive, helped confirm priorities and next steps in real time, improved clarity and concision, and saved time by reducing follow-up rework and accelerating client alignment.

Mazars

Rodrigo Albuquerque

Audit Partner