Technology within the family office and wealth management industry is changing rapidly. Software applications are changing how we will work and are delivering new ways to implement and integrate reporting, communication, and aggregation. Suppliers are learning from each other and teaching us how to approach and apply newer technologies. Take a glimpse into the future of family office technologies and ecosystems.
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FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
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
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
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.