In this episode, Mark Wickersham and Erin Hulse discuss:
- Founder’s Journey
- Software Selection Process
- Importance of Use Cases when evaluating technology
- Sales Process vs Product Fit
- All-in-one vs Best of Breed
- How firms can better prepare for technology
- Increasing the odds of success with tech implementations
- Family Offices love of Excel and QuickBooks
- Latest Tech Trends
- AI Use Cases
- Favorite Travel Locations
Resources
About Erin Hulse
Erin Hulse is the Founder of Deviate Consulting, which focuses on software selection, implementation, and accounting services for single and multi-family offices.
Erin works with family office organizations such as Family Office Exchange (FOX) and Family Wealth Report (FWR) to provide industry knowledge via her articles, blogs, and panel discussions. Ms. Hulse has been leading Deviate Consulting since 2015, and is based in Indianapolis, IN.
About Deviate Consulting
Deviate Consulting focuses on back office accounting and software consulting for family offices, investment advisors, hedge funds, fund administrators, small businesses and business owners throughout the world. Software focus includes QuickBooks and multiple investment/fund accounting, portfolio/partnership accounting and wealth management suites prominent in the industry.
The Risclarity WealthTech Podcast
The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham.
Each month, we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people, and processes.
Listen and subscribe to The Risclarity WealthTech Podcast on your podcast platform of choice:
Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. Deviate Consulting is an independent company and is not affiliated with Risclarity
