Shaping the Future with Technology
Overview
- Get a glimpse of the family office of the future and the technology employed in securing, managing and distributing data. This 2011 FOX Financial Executives Forum session also looks at how to make the most of existing technology.
- Conduct periodic assessments of your technology to ensure it aligns with your business goals. Even incremental changes can yield big benefits.
- Focus on timely, integrated information delivery to the end user as well as operational and client service tools.
- Spreadsheets are here to stay. Improve their effectiveness by ensuring staff is trained in the use of advanced Excel techniques, customizing standards to meet your company’s specific needs, reviewing company spreadsheets and determining the best way to address shortfalls, developing procedures to ensure control over your Excel libraries.