Breakout Session 4: Driving Efficiencies with Technology
Overview
Family offices are increasingly leveraging tools to drive efficiency in the office, such as call scheduling, business intelligence, and client relationship management systems.
Kent Lawson, Director, Technology Integration Services, Family Office Exchange
Scott Winget, Market Leader, Enterprise Families, Family Office Exchange
Insights and Key Takeaways
Kent Lawson, Director of Technology Integration Services at FOX, explains how we can drive efficiencies by employing technology. In short, efficiencies means doing things quickly and with productivity, in a way that makes sense and is user friendly. Lawson recommends looking at things very specifically, taking a micro view. And then as well, we must evaluate a higher prospective overall, as a macro view. Further, you must make sure technology is involved in the strategic decisions in your family office.