Often times, firms will complement their client services with technology recommendations to help improve client operations; however, they can find themselves struggling with how to find time to identify, evaluate, and implement solutions for internal use. Through a thoughtful technology strategy, firms can often eliminate internal inefficiencies while creating value for customers. Having an effective approach to prioritizing which technology to evaluate, a framework to pilot new technology, and a strategy to navigate change management issues when introducing technology both internally and externally can help ensure a positive return on investment and help your firm lead clients by example.
In this session, we will:
Explore steps to assess and determine which technologies to prioritize for evaluation.
Learn a framework for piloting new technology and determining if you should adopt it for your firm.
Best practices for technology rollout and overcoming change management challenges.