With what seems like more technology options than ever before, firms have no shortage of choices when it comes to selecting solutions to manage internal processes and deliver client accounting services (CAS). Practitioners can customize their technology stack to meet the needs of their business and clients. Building your CAS technology stack involves so much more than selecting the technology itself – it requires a sound strategy and thorough evaluation.
In this session we will:
1) Discuss how you can develop your strategy and standardize CAS technology across your firm and client base
2) Hear from firms who will share the approach they took to evolve their technology stack