Best Practices of a Data-Driven Wealth Management Leader 2021 | Wealth Management | 21 September 2021 | Webinar
Venue
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| Event Date | Tue Sep 21 EDT (about 3 years ago) |
| Location | Webinar |
| Region | Americas |
Details
When the bulk of your financial data is located in numerous spreadsheets, in disparate systems, and across multiple entities, how can you make smarter decisions, fast? This is a common challenge within financial services organizations. So, how do firm leaders win despite the odds?
A successful real estate developer who manages more than $100 million in AUM, as he shares how he became more data-driven and strategic -- without increasing operational costs or headcount. In this webinar, Intacct discuss how to:
• Dramatically reduce financial consolidation time to minutes.
• Access consolidated views across multiple entities for integrated reporting.
• Gain real-time insights across funds, assets, locations, and currencies.
• Uncover a better path to smarter, data-driven decision-making.
Speakers
2021 Speaker
Jason Gabauer
VP of Finance, Halstatt, LLC
Sponsors & Partners
2021 Sponsor
SPONSOR:
• Sage Intacct