Thought Leadership

Choosing Right Tech, Data Privacy & Future Strategy

Family Wealth Report, April 11, 2019 - Family Wealth Report hosted its Fourth New York Family Office Fintech Summit on March 21, 2019. Pitcairn's Managing Director of Operations & Technology Stephanie Notarianni shared her insights on the panel focused on “Lessons Learned & Best Practices in Making a Business Case, Buying and Implementation.” 

“Notarianni pointed to the ‘opportunity costs’ that arise when firms delay or bypass technology upgrades. ‘Consider the cost of not making an upgrade,’ she said. She later urged the audience to over-estimate the time-frame for implementing a new technology to create wiggle room to deal with inevitable delays and hitches. Also, she said, while there will be difficult conversations with vendors at times, it’s best to avoid being antagonistic since you need to maintain a working relationship.” 

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