
Building Smarter Family Offices: Strategy, Platforms, and Cybersecurity
The Mack Podcast
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Integrating Technology in Family Offices
This chapter explores the challenges firms face when integrating new technology into their operations, emphasizing the need for process reengineering rather than simple implementation. It highlights the importance of user-centered approaches and efficient data management tailored to the needs of key personnel, such as CIOs and controllers. Additionally, the chapter underscores the significance of maintaining strong vendor relationships and designating dedicated roles to facilitate effective technology integration.
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