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Change Management Pt 1
Canoe Thought Starter: Change Management’s Role in a New Tech Implementation
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Partnerships & Integrations

Webinar CTO AI Webinar Recording
On-Demand Webinar – Mastering Scale and Growth with AI: Canoe’s CTO Perspective
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Insights

Resources

Resources

Insights How Much is Alternative Investment Data Entry Costing You
Insights
How Much is Alternative Investment Data Entry Costing You?

Calculate and Gauge Your ROI The operational costs of managing your employees and processes can be high. In alternative…

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Meeting Recap Client Roundtable on Operational Challenges and Technology Best Practices
Insights
Takeaways from Canoe’s Client Roundtable on Operational Challenges and Technology Best Practices

Our Client and Prospect Roundtable on Operational Challenges and Technology Best Practices was hosted in December 2018. In attendance were…

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Conference Recap Takeaways from the 4th New York Family Office Fintech Summit 2019
Insights
Family Office Fintech Trends: Takeaways from the 4th New York Family Office Fintech Summit 2019

On Thursday, March 21, several hundred investment, operations, and compliance leaders at private and commercial family offices, and other…

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Insights Manual Data Entry is Costing Investment Firms Up to $4 Million a Year. Why
Insights
Manual Data Entry is Costing Investment Firms Up to $4 Million a Year. Why?

How many documents are regularly managed by institutional investors or wealth managers? The number could easily reach into the…

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Canoe for Wealth Managers Brochure

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