Join our FOX Chief Technology Officer and a panel of Partner experts for a discussion on new software, future paths of technology, A.I., and technology services for advisors and family office. Use this opportunity to ask your own questions to a group of experts in the family office technology space. Jeff Coyle, Founder & CEO, Libretto Nicole Eberhardt, CEO, Ledgex Murali Nadarajah, CIO, Eton Solutions Kent Lawson, Chief Technology Officer, FOX
Digital Transformation
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Wendy McCoy, former Global Offering Leader for IBM bringing AI solutions to market, shares her insights into the advances of Artificial Intelligence and how Family Offices are likely to be impacted by these technologies, both now and in the future. Walk away with practical information you can use today, as well as tips for approaches to avoid and when to use caution. Wendy McCoy, Chief Strategy Officer, Ledgex Kent Lawson, Chief Technology Officer, FOX
Using Technology to Elevate Client Engagement and Experience | 2023 FOX Technology Showcase
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Meeting client needs has always been core to family offices and financial institutions serving ultra-high-net-worth families. But what if you could augment your operations to better serve your end-clients? Join SEI for an open dialogue that focuses on how leveraging technology, human connection, and scalable processes can help enhance the client experience and increase engagement with end-clients.
How do we build cohesive multi-generational financial strategies? | 2023 FOX Technology Showcase
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How do we advance the family mission while solving for the unique needs of each generation? This session presents a framework for designing cohesive financial strategies that embody a family’s mission and address objectives spanning multiple generations. Jeff Coyle, Founder and CEO, Libretto Kent Lawson, Chief Technology Officer, FOX
Technology providers need to facilitate access to all Investment data. Sitting at the confluence of a multitude data providers your technology solutions need to have the capacity to manage data. Flexibility and access to data is critical and it empowers the family office to view and analyze their total wealth in any way they want, whenever they want. Things to consider…
There’s a surging demand for smarter solutions across every aspect of business. And digital transformation promises results in the face of economic pressures and budget cuts. While there may be many ways to approach and resolve individual challenges, effective transformation integrates solutions into a dynamic infrastructure that also aligns with overall goals and existing transformational initiatives. Even small technology solutions can have a big impact for an organization.
How to Drive Automation Through a Wall of Recession
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Intelligent automation has become a fundamental part of driving efficiency in business. To achieve the best ROI even in an economic downturn, start by understanding the automation capabilities and identifying the benefits you need the most. Once you identify the benefits, find out where you can achieve them with an opportunity assessment that can be adapted to address unique situations or to include other technologies in the automation spectrum.
Cyber Threats: Key Takeaways from a Global Financial Firm | 2022 FOX Technology Showcase
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Cybersecurity is by no means novel, but in an evolving landscape affected by new technologies, geopolitical tensions, and a larger-than-ever digital footprint, the importance of your family office’s cyber strategy cannot be overemphasized. Join us to learn how SEI’s experience as a regulated financial firm translates to a hyper awareness of existing threats, so that you can ensure your family office is truly doing enough to protect and secure your private client data. Dave Detweiler, Managing Director of Sales, SEI
Technology Showcase Snapshot: Deviate Consulting Erin Hulse, Owner, Deviate Consulting
Addepar’s Head of Research Ashby Monk and Head of Research Analytics Dan Golosovker are part of a larger team at Addepar dedicated to improving client investment and financial decision-making through data, analytics and technology. In this session, you’ll learn how family offices increasingly rely on our technology and data today to proactively manage their portfolios and risk. We’re also helping family offices model and analyze future portfolio outcomes under various market conditions with our Navigator tool.