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New Case Study: The Role of Knowledge Work Automation in Improving Document Management for a High-Net-Worth Family Office (Anonymous)

Heidi Immonen-Isomäki

This U.S.-based family office provides a variety of financial services for a high-net-worth family. With offices across the globe, the firm also handles legal matters, as well as taxation services and investment management for the family. …
- 27 Jun 2024