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11 results found
Evolving with Technology In the Family Office Space | 2022 FOX Technology Showcase
Publish Date:
Jun 15 2022

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. ...

5 Big Financial Integration Mistakes and How to Avoid Them
Publish Date:
Dec 04 2019

Financial integrations give companies a competitive edge. They allow for disparate systems to work synchronously. They eliminate the rekeying of data, enable the sharing of information across teams or departments, and allow for the gathering of intelligence to enable broader analysis and more data-based decision-making. This webinar shared the...

Becoming a Data-Driven Finance Leader
Publish Date:
Sep 12 2018

From big data and network effects to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader – someone who understands and embraces the promise and power of technology – to navigate this exciting, uncertain future.We discussed:The technologies ...

FOX Technology Resource Partner Focus Group – Sage Intacct
Publish Date:
Oct 03 2024

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 ...

Financial Services Accounting Software Buyer's Checklist
Publish Date:
May 20 2021

Financial firms can have multiple holding and operating entities that can create complex inter-company workflows. This buyer’s checklist is provided to help you evaluate accounting software vendors, and it includes the must-have features of a modern accounting system formatted in a way that makes it easy for you to do a head-to-head...

Buyer's Guide to Accounting and Financial Management Software
Publish Date:
May 22 2019

In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back? This guide will help you understand whether it’s time to make a move. You’ll discover:why most financial software systems hinder your ability to get good financial information; the six key questions to ...

The Hidden Costs of QuickBooks
Publish Date:
Jun 29 2020

Most small businesses begin their financial lives using Intuit's QuickBooks, but if your business has moved beyond the entry level, your organization may be facing a number of challenges as you hit the limits of QuickBooks’ functionality. With the right framework and guidelines, you can assess the hidden costs of continuing to use QuickBooks along ...