In this episode, Mark Wickersham discusses with Erin Hulse, CEO & Founder of Deviate Consulting:
- 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
- Favorite Travel Locations
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.
About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.
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