GoKlaim Use Case: Supporting the Professional Services Industry
“We need to have a live view into our customers’ headcount data no matter what systems they use so there’s no lapse in compliance. We chose Finch since its mission-critical infrastructure is the most reliable and offers the best coverage for our growing customer base.”
Remington Begg
,
chief remarkable officer at Impulse Creative
Product used
CME
October 22, 2024
12 min read

Tailored Benefits for Professional Services Teams on the Move

The professional services industry encompasses a wide range of roles, from consultants and analysts to lawyers and financial advisors. These professionals often face demanding schedules, frequent travel, and the pressure to continually upskill. At GoKlaim, we understand that every professional has unique needs. Our customizable benefits are designed to provide support, whether you’re on the road meeting clients, working late to meet deadlines, or investing in your own development.

1. Keeping Consultants Ready for Anything

Consultants are frequently on the move, traveling between clients and working long hours on challenging projects. They also experience periods of downtime when they’re "benched" between assignments. GoKlaim provides benefits that keep consultants supported, no matter their current workload.

  • Travel and Accommodation Support: Consultants often travel long distances and stay overnight for client meetings. GoKlaim’s Travel & Accommodation coverage allows them to expense hotel stays, rental cars, and even flights, making travel stress-free.
  • Fuel and Car Maintenance: Many consultants drive regularly to meet clients, and GoKlaim can help cover the costs of fuel, oil changes, and other car maintenance expenses. This ensures they can focus on client work instead of vehicle upkeep.
  • Home Office Setup: During periods when consultants are "benched" and working from home, GoKlaim’s Home Office Setup allows them to create a comfortable work environment. They can use these benefits to purchase ergonomic office furniture, computer monitors, and other remote work essentials.

Consultant Story: Jessica is a business consultant who travels frequently to meet clients. She uses GoKlaim to cover her hotel stays when she’s away for multiple days and even expenses her fuel costs. When she’s benched between projects, GoKlaim helps her set up a comfortable home office so she can work remotely and stay productive.

2. Supporting Analysts with Tools for Success

Analysts and researchers in professional services are often focused on data and reporting, which means they need reliable tools and comfortable workspaces. Their jobs can be mentally taxing, with long hours in front of screens, so wellness support is also key.

  • Professional Development: With the fast-paced evolution of data analytics and tools, ongoing learning is essential. GoKlaim’s Professional Development category covers courses, certifications, and seminars, so analysts can stay up-to-date on the latest methodologies and technologies.
  • Health and Wellness: Long hours of analysis work can be draining. GoKlaim provides access to Mental Health Services, such as counseling and stress management programs, helping analysts maintain their well-being and avoid burnout.
  • Home Office Enhancements: For analysts who work from home or split their time between home and the office, GoKlaim’s Home Office Setup benefits make it easy to purchase high-quality monitors, ergonomic desks, and office chairs to ensure comfort and productivity.

Analyst Story: Ryan is a financial analyst who spends long hours compiling reports for clients. With GoKlaim, he can invest in online courses that help him learn the latest data visualization tools. Additionally, he uses his benefits to purchase a dual-monitor setup and ergonomic chair, allowing him to work more efficiently from his home office.

3. Empowering Lawyers to Excel in Client Service

Lawyers have demanding schedules, often balancing court appearances, client meetings, and research. GoKlaim supports them with benefits that enhance their professional growth, streamline their travel, and promote mental wellness.

  • Upskilling Opportunities: Legal professionals need to stay informed on new laws and best practices. GoKlaim’s Professional Development category can fund continuing legal education, certifications, and seminars, helping lawyers maintain their licenses and expand their knowledge.
  • Travel Ease: Lawyers frequently travel for depositions, hearings, or client consultations. With GoKlaim, they can expense hotel stays, flights, or even short-term car rentals, ensuring their travel needs are covered.
  • Mental Health and Stress Relief: The legal profession can be highly stressful, with long hours and intense casework. GoKlaim’s Mental Health coverage allows lawyers to access therapy, counseling, or stress management workshops that support their well-being.

Lawyer Story: Mia is a corporate lawyer who often travels for client meetings. She uses her GoKlaim benefits to expense hotel stays and rental cars, allowing her to focus on client service. She also enrolls in an advanced corporate law seminar through GoKlaim’s Professional Development category, keeping her skills sharp. When casework becomes particularly demanding, she accesses mental health support to stay balanced.

4. Keeping Project Managers Efficient and Organized

Project managers in professional services coordinate teams, manage client expectations, and ensure projects stay on track. They need benefits that support both their professional growth and their personal wellness.

  • Certification Courses: GoKlaim’s Professional Development benefits make it easy for project managers to pursue certifications like PMP (Project Management Professional) or Agile, which enhance their skills and project outcomes.
  • Office Setup: For project managers who work remotely, GoKlaim’s Home Office Setup helps them purchase tools such as whiteboards, project management software subscriptions, and ergonomic furniture to stay organized and productive.
  • Health and Wellness Benefits: Long hours and tight deadlines can lead to burnout. With GoKlaim, project managers have access to Fitness memberships and Mental Health Services that help them recharge and stay motivated.

Project Manager Story: Alex is a project manager who juggles multiple client accounts. He uses his GoKlaim benefits to pursue an Agile certification, which helps him manage projects more effectively. When he’s working from home, he’s able to expense a new office chair and project management software that streamline his work. To maintain his energy levels, he uses GoKlaim to join a local gym, which helps him de-stress after long days.

5. Supporting Advisors and Accountants on the Move

Financial advisors and accountants work closely with clients to manage finances, develop investment strategies, and ensure compliance. These professionals often need to travel to meet clients and stay up-to-date on financial regulations.

  • Vehicle and Travel Expenses: Advisors frequently travel to client offices. With GoKlaim’s Fuel and Vehicle Maintenance benefits, they can expense fuel, oil changes, and other maintenance costs, ensuring their cars are always ready for the next client visit.
  • Continuing Education: Advisors and accountants must stay current on tax laws, investment strategies, and compliance issues. GoKlaim’s Professional Development category covers courses, certifications, and seminars, helping them stay informed and knowledgeable.
  • Mental Health and Stress Management: Working closely with clients on financial planning can be mentally taxing. GoKlaim offers coverage for Mental Health Services, such as counseling and relaxation workshops, to support their well-being.

Advisor Story: David is a financial advisor who travels frequently for client meetings. He uses GoKlaim’s vehicle benefits to cover his gas and maintenance costs, so he can focus on providing financial advice rather than worrying about car upkeep. He also enrolls in a tax law update course, funded through GoKlaim’s professional development benefits, which helps him offer more comprehensive advice to his clients.

Tailored Benefits for a Dynamic Industry

In professional services, staying productive, motivated, and informed is crucial. GoKlaim’s flexible benefits empower your team to meet client demands, pursue professional growth, and take care of their well-being. Our platform lets you customize categories based on each role’s unique needs, whether it’s covering travel expenses, funding certifications, or supporting mental health. With GoKlaim, professional services firms can create a benefits program that enhances employee satisfaction, productivity, and overall performance.

By choosing GoKlaim, you’re providing a benefits solution that adapts to the demands of professional services, offering meaningful support that empowers your employees to thrive in their careers.