Selecting a Back Office System

Selecting a Back Office System

Nov 16, 2020 | Video

Selecting a back office system is never a small task and can seem daunting. In this joint webinar for PFS, Dave Edwards and Sarah Challenor break it down into three simple stages: 1 – The selection process 2 – Data Migration 3 – Project management and...
Preparing your Data to Sell your Business

Preparing your Data to Sell your Business

Nov 13, 2020 | Video

Firms have a wealth of data but sometimes it’s hard to see how to link it together to understand and prove the value of your client base. This session outlines how to extract data from Intelligent office and link it together to give some keys metrics covering a...