On-Demand Webinar – How Third Lake’s Family Offices Solved the ‘Document Management’ Problem with Canoe and iPaladin
Managing documents for a family office can be overwhelming, but it doesn’t have to be. In this recorded webinar, we walk through how Canoe and iPaladin are working together to help family offices transform documents into actionable assets.
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Learn more about how this integration is revolutionizing workflows for mutual clients, like Third Lake Capital and Third Lake Solutions. Key takeaways included:
- The key challenges Third Lake faced and what prompted their tech search
- How Canoe and iPaladin worked together to provide a seamless, automated solution
- The real-world impact on Third Lake’s SFO and MFO operations, and their strategic shift from reactive to proactive management
Panelists included:
- Robert Forsythe, CEO, Third Lake Capital
- Tebbi Purvis, President and CFO, Third Lake Solutions
- Jill Creager, Founder and CEO, iPaladin
- Pete Clancey, Head of Family Office Business, Canoe Intelligence
Access the Webinar Recording >
This recording took place on October 23rd, 2024, at 12 PM EDT. As such, any data points referenced within the recording or transcript are as of that date.