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Today, digital customer experiences are table stakes. Yet, digital transformation is widely misunderstood by business leaders as being primarily focused on digitizing existing processes, moving to the cloud, or enabling scalability of the business. While this was true historically, today digital transformation requires fundamentally changing the di...

It’s a big job when it comes to choosing a technology platform to replace a platform that no longer meets your business needs and objectives. With a decision this important, you need to be confident that the new platform supports your multi-year benefits strategy, and that the vendor you select will meet your needs today—and in the future. To help ...

To succeed, any organization needs to develop, maintain, and adhere to well-defined business processes and workflows. For family offices, which manage the complex financial and business affairs of ultra-high-net-worth families, best practice business processes are paramount to ensure efficiency and employee productivity, reduce risks, and improve o...

The onset of remote work and other needs in the family office space have accelerated the pace of growth and change. As a result, family offices are increasingly turning to technology to manage complexity, meet family expectations, and grow their wealth. Amid this change, three trends—including owning your data—will help in the selection of the...

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 ...