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The podcast features intimate conversations with business titans, sports champions, and entrepreneurs discussing investment philosophies and career moves. Topics include challenges in financial services, decision-making on Gen AI technology, upskilling, talent hunt, and budget constraints.
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Quick takeaways
- Financial firms must decide between building tax models or using third-party providers, balancing talent upskilling with technology budget constraints.
- Clients must weigh the trade-offs of developing in-house tax solutions versus partnering with established providers for scalability and efficiency.
Deep dives
The Choice Between Build and Buy for Financial Services Firms
Financial services firms are facing a crucial decision between building their own tax models or relying on third-party providers. The challenge lies in upskilling their talent, especially in finding tax experts, amidst strained technology budgets. Clients need to weigh the costs and benefits of going solo in developing tax solutions or partnering with established providers for scalability and efficiency.
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AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode