Techtastic
Exploring the cutting-edge world of technology and its impact on society. Where innovation is driving everything from the way we work to the way we communicate, travel, and even think.
Transforming Estate Administration - With Ari Brojde of Estateably
In this episode, we talk to Ari Brojde about his company, Estateably, which is revolutionizing the estate administration process. We discuss the challenges of traditional estate management, the impact of the impending $100 trillion wealth transfer, and how digital solutions can alleviate the burden on families and professionals alike. Ari shares insights from his journey, including lessons learned from implementing new technologies in a traditionally conservative industry and the importance of customer feedback in driving innovation.
Key Points
- The digital transformation of estate administration has been accelerated by the COVID-19 pandemic, revealing the inefficiencies of traditional, on-premise systems and pushing the industry towards cloud-based solutions.
- The impending massive intergenerational wealth transfer has highlighted the need for more efficient estate management tools, reducing the time and stress involved in the process for both professionals and families.
- Listening to customer feedback and addressing their pain points has been crucial in developing a solution that automates manual, labor-intensive tasks and provides transparency, ultimately improving the overall experience in estate administration.
Links mentioned in this episode:
Chapters
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Transcript
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