A firm’s size doesn’t dictate the type of technology it can use. Recent advances in AI, machine learning, automation and other others mean that small and boutique firms can use the same tools — and get the same benefits from technology — as large regional and national firms. Just make sure you’re looking at your potential tech stack as a tool for your firm as it is now and how it will support your firm’s growth.
“Firms actively pursuing cross-selling (and upselling) as a growth tactic should pay particular attention to solutions that integrate advanced technologies, such as generative AI and predictive intelligence with data and client analysis.”
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