Trusting Technology: Automating Support Functions for your Family Office Practice
Successful Family Office practices have long been attributed to the trust between a client and their firm. But what happens when the firm recognizes inefficiencies in their support functions, and decides to take a step towards enhancing their processes through the use of technology? What are the key considerations and benefits to be aware of when shifting from manual to automated? In this webinar, practitioners will discuss why firms with Family Office practices should consider leveraging technology to strengthen their client relationships by automating their support functions.