Webinar—Best Practices of a Data-Driven Wealth Management Leader: Halstatt Tells All
Join us on Thursday, June 27th at 11 AM PT / 2 PM ET
When the bulk of your financial data is located in numerous spreadsheets, in disparate systems, and across multiple entities, how can you make smarter decisions, fast? This is a common challenge within financial services organizations. So, how do finance leaders win despite the odds?
Join Jason Gabauer, VP of Finance of Halstatt, LLC, a successful real estate developer who manages more than $100 million in AUM, as he shares how he became more data-driven and strategic -- without increasing operational costs or headcount. In this webinar, Jason and Sage Intacct discuss how to:
- Dramatically reduce financial consolidation time to minutes
- Access consolidated views across multiple entities for integrated reporting
- Gain real-time insights across funds, assets, locations, and currencies
Uncover a better path to smarter, data-driven decision-making. Join us.