This fireside chat will focus on the challenges that family offices are facing today and how to maximize insight into financials. We will identify solutions that Sage Intacct can offer to help streamline your multi-entity management, data security, and transaction automation with artificial intelligence and machine learning technology. Karen M. Hays, Principal Marketing Manager, Financial Services, Sage Kelly Gonyea, Principal Consultant, Financial Services, Sage
Digital Transformation
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Rehumanizing the Family Office: How to Enable High-Value Humans to do High-Value Work | 2022 FOX Technology Showcase
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Burdened by manual, routine, and inefficient processes, your high-value employees are left doing low-value work. Not because they are poor performers; ironically, quite the opposite is true— they are extremely efficient at executing inefficient processes. But, what would their output be if you were to streamline and automate these processes? Imagine if your most valuable, senior employees could be strategic and proactive—if the humans were empowered to do human work. Robert E. Mallernee, CEO, Eton Solutions
Making the Case for Digital Transformation
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With the pace of change accelerating in today’s environment, it becomes critical for organizations to adapt and embrace a digital transformation that goes beyond implementing new tools and technology. By conducting a financial assessment, creating a business case, and building a road map, your organization can make the financial case for your digital transformation journey and get started today.
Introduction to The Blockchain and Digital Asset Landscape | 2022 Blockchain and Digital Assets Member Summit
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This session provided an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry were also shared. Bill Barhydt, CEO, Abra Moderated by Nathan Hamilton, Vice Chair, FOX
Potential drains on business efficiency include groups of remote workers unable to communicate well with one another, tools that make it hard to adapt to changes or new needs, and the high cost of equipment and IT personnel. Integrating cloud-based solutions address these areas, including better workflow and collaboration and document management. In fact, four options provide the opportunity for your business to become more efficient in very little time.
Digital transformation is here with leading family offices, operating businesses, and advisor organizations embracing emerging technologies—including AI—to optimize their operations and prepare for the opportunities ahead. However, success hinges on more than outlining business needs and implementing technology requirements. With expert perspectives, structured frameworks, and adaptable tools, you'll be in a better strategic position to succeed while adapting to a new and evolving frontier.