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PST1935 - Is Your Tech a Wreck? 

Jun 13, 2019 8:30am ‐ Jun 13, 2019 9:45am

Standard: $49.00


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:

  1. Explore steps to assess and determine which technologies to prioritize for evaluation.
  2. Learn a framework for piloting new technology and determining if you should adopt it for your firm.
  3. Best practices for technology rollout and overcoming change management challenges.


Tags: PST

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