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Choosing Your Tech Stack: Insights from Outsourced Family Office Providers (30min Excerpt from Full 1-Hour Episode)

Family Office Technology Hub

CHAPTER

Strategic Framework for Effective Vendor Selection

This chapter discusses the critical components of creating a strategic framework for selecting vendors, highlighting the importance of understanding organizational needs and challenges. It also outlines practical steps for evaluating vendor capabilities, including the importance of demos and references to ensure alignment with organizational goals.

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