ENG25SS101. Integrate & Innovate: Uniting Data, Automation, and AI for a Future-Ready Firm, presented by Wolters Kluwer

Discover why having an integrated tech stack matters – and how this cohesion is letting firms reimagine the way they work. In this session, Cathy Rowe will explore real-world use cases, from leveraging data to drive efficient audits, integrating tax software and tax research to gain client-specific insights, and leveraging existing firm data to drive real-time analytics and proactive decisions, that demonstrate how disparate systems can transform into a unified tech stack.

Attendees will gain insights into best practices for implementing firm-wide integration and automation, setting the stage for enhanced decision-making and improved client service. You will learn how to harness data as a strategic asset to drive efficiency and future-proof your firm. Equip your firm for tomorrow's challenges today and join the digital transformation!

Learning Objectives:

• Analyze use cases where APIs and integrations were used to bridge the gap and create a unified tech stack.
• Understand the strategic benefits of integrating data and automating workflows to optimize firm performance.
• Identify actionable strategies to implement integrated solutions that drive digital transformation and position your firm for future growth.