The Key to Compliance and Efficiency in Expense Management

Julien Le Terrien has been with Mobilexpense for nearly a decade. With a deep commitment to customer-centric innovation, Julien has spearheaded initiatives that align financial processes with customer needs, setting a new standard for support in the finance industry. Discover practical strategies for enhancing the customer experience, from leveraging data for proactive support to using automation to streamline complex processes. 

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Key takeaways: 

In travel and expense management, three pillars drive engagement: policies, training, and tools.

  1. Policies: A policy should be clear, fair, and easily accessible. Employees need to know what they can expense, how, and why policies are in place. A well-aligned policy can improve compliance by up to 30%, saving both time and resources.

  2. Training: Continual learning is essential. While onboarding covers the basics, employees often need ongoing training to stay efficient with tools and processes. Utilising provider resources for this can significantly enhance engagement and ease of use.

  3. Tools: A centralised, user-friendly tool is crucial. It should be flexible enough to allow local teams autonomy yet harmonised for consistency. Providers offer engagement metrics, like app usage rates, that are invaluable in assessing how well employees are interacting with tools and in refining engagement strategies.

Julien
Julien Le Terrien
Julien has been with Mobilexpense for nearly a decade, currently being our Chief Customer Officer. Julien has been instrumental in developing the company's customer success department and strategy. He's driven initiatives that ensure unparalleled customer support and satisfaction. 

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