In this Visions & Voices episode, Chris Mays, Armanino, and Mike Muniz, Canoe Intelligence, delve into the impact of technology on modernizing family office operations, with a particular emphasis on AI and machine learning for data management in alternative investments. Mike shares insights from his career journey and discusses how Canoe Intelligence addresses the challenges wealth managers face in managing complex portfolios. They explore how technology can transform document processes, enhance data accuracy, and ultimately improve investment decision-making.
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