Tech Efficiency: The Family Office Edge

Tech efficiency: The family office edge

Join BILL & Joyce Martinez Hylender, founder of Hylender High Impact Solutions, to learn how to streamline your family office operations and go from bottlenecks to breakthroughs.

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Business Type: Small or midsize business, Accounting Firm

Which accounting software do you use? QuickBooks Online, QuickBooks Pro/Premier, QuickBooks Enterprise, Xero, NetSuite, Intacct, MS Dynamics, Acumatica, Blackbaud, SAP, Sage (200/300/ERP), Freshbooks, QuickBooks for Mac, Quicken, Rillet, Sage 100, Sage 50, Thomson Reuters, Yardi, Other, None, I don't know.

Select your MS Dynamics solution: MS Dynamics GP, MS Dynamics 365 Business Central, MS Dynamics (AX, NAV, SL, 365 F&O)

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Are you optimized for HNW clients' demands?

As the demands on family offices serving HNW clients continue to grow, operational efficiency has never been more critical. AI and automation are transforming processes, reducing bottlenecks, and freeing up your staff’s time for higher-value work.

But with so many digital solutions available, it can be challenging to identify which tools offer immediate and meaningful impact on your day-to-day operations.

Join BILL and featured expert Joyce Martinez Hylender, CPA, Founder of Hylender Solutions, to learn how to maximize efficiency for your family office management.

We'll discuss how to:

Identify key technologies and understand how they're transforming client service for family offices.
Evaluate automation & AI's impact on streamlining operations and boost client responsiveness.
Assess operational vulnerabilities to determine areas are ripe for rapid digital transformation.
Analyze available bill pay solutions for key features that impact productivity, enhance cash flow management, and reduce operational risk.

Meet the speaker

Joyce Martinez Hylender

Founder, Hylender High Impact Solutions

Joyce Martinez Hylender, CPA, is the founder of Hylender High Impact Solutions, where she provides outsourced accounting, fractional CFO services, and cybersecurity-focused financial strategy to law firms, family offices, and wealth managers. With 15 years of experience—and a Big 4 audit background—Joyce helps businesses of all sizes modernize with cloud-based tools like BILL.