Which comes first?
Charesse Spiller
Founder & Principal Consultant at Level Best, Creator of FinOps Co-op?
?????Processes or Technology?
To help your RIA run smoothly, we always recommend first getting clear on your processes. Your processes for every operation in your business should first be ??
THEN you can determine the tech that’s best for you so you can successfully automate and streamline your operations on the first try.
??Avoid the hassle of trial and error
??Don’t get sucked in by the next shiny piece of tech.
??Instead, have processes and tech that work for YOU.
We hope you found this helpful! If you did, find more on our ??updated website! ?
At Level Best, we offer tailored consulting solutions to help our clients navigate complexity with confidence. Because make no mistake – business ops can be complex.
Or, if you’re looking for community, FinOps Co-op? is revolutionizing finserv operations by curating the best finops education from industry experts and specialists in an engaged community setting. We’re empowering firm owners and operators to learn from one another while giving them the framework and support they need to thrive.
Process Improvement | People & Systems
4 个月I have seen it first hand, a process was skipped or lacks definition, then the tech may bottleneck or stagnation happens! Solid verified process’s lead to user and customer satisfaction.
Senior Business Operations Analyst – Process Optimization | System Integration | Stakeholder Engagement
4 个月??Charesse, you MUST figure out and document your processes before you can use technology to make you more efficient!