Learn how to align your tech stack with organizational maturity. financial leaders share insights on future-proofing tech stacks and building unified data systems with the right financial tech stack.
00:00 Intro
01:42 How is financial as a function evolving and how does this influence tooling?
06:29 How do you justify RoI on financial tools?
09:57 How do you do the math of if a tool makes sense?
11:32 Who are the stakeholders involved in the decision to buy a tool?
15:07 How to pick your tools? Do you get something that’s integrated or buy tools for specific needs?
19:03 How do you think of data security, compliance, and privacy?
21:22 What are some challenges with siloed data? How did you solve them in the past?
23:41 How does a firm move from siloed data to a structured org-wide data system?
27:32 How do you get the most out of a financial tool? And any thoughts on implementation?
28:48 Are there any other closing recommendations on picking financial tools?
Understanding Needs, Evaluating RoI, and Breaking Free From Data Silos:
We sat down with three veteran financial professionals with a combined 40+ years of experience to understand how to go about tooling for the financial function.
Today’s heightened uncertainties have dialed up the pressure on financial teams, who are now tasked with a greater role in helping the enterprise navigate and prepare for what lies ahead. Against this backdrop, creating a resilient tech stack will be key to fast-tracking future-ready financial operations.
While there is a lot of talk about building a tech stack, opting for the wrong tools puts your team at a disadvantage, hindering progress significantly. In this webinar, we discuss how the financial function is evolving, the new responsibilities that come with it, and how to go about picking the right financial tech stack.
Key Takeaways:
1. Picking tools in line with the financial team’s maturity stage is key to success
2. RoI evaluation, migration, implementation, and scaling over time
3. Transitioning from data silos to a unified data system
Before selecting tools, analyzing the financial function’s needs and maturity stage cannot be missed.
Three stages of financial team maturity include:
Stage 1: Possess data, function as the accounting arm, and provide it to internal stakeholders.
Stage 2: Enhance operations with enterprise acumen, analytics, and insights shared across the organization.
Stage 3: Transition from data possession to active utilization, catalyzing impactful changes.
Speakers:
Apurva Desai, chief executive officer at Sarvian, Inc.
Former CFO at Vuclip, ScriptDrop, and Dina
Instructor at the Berkeley Center for Law and enterprise, University of California
Emily Carter, VP of financial and Operations at Avoma
A seasoned financial leader with 15 years of experience
Former Director of financial at Joynd
Rahul Sheth, CFO at Carbyne
Two decades of experience in the money services field
Previously established financial systems at Emerge, Socure and DigitalOcean
Hosted by:
Apurv Bansal and Saurabh Agrawal, Founders of Zenskar.
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