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Delivering More Impact and Value for Family Office Clients Through an Integrated Tech Stack

For accounting firms servicing family office clients, being able to access real-time accurate data is critical. However, too much valuable time can be spent compiling and integrating information from multiple entities or other manual workflows that lack standardization. These tasks can be time-consuming and complex, taking focus away from building more meaningful financial and business insights that support clients in their financial decision-making.

In this webinar, our expert panel will discuss how they are able to increase productivity, drive efficiency, and engage employees by applying CAS best practices to their family office clients. Through an integrated tech stack, they have been able to free up employees’ time to focus on building key insights that deliver new value for clients. For these firms and family offices, the investment in technology and the investment in staff go hand in hand.

During this webinar you'll learn:

  • How to increase the value of engagements with Family Offices and deep end client relationships
  • How to utilize dashboards and platforms to pull insights from accurate, real-time data that aid in financial decision-making
  • How an integrated tech stack plays a key role in a firm's ability to recruit, engage and retain talented people

Note: This on-demand webinar does not offer CPE credit