Turning Owchies into Opportunities
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technology
I need a system that can create websites within a hour of a creative idea
Antonia McClammy
Accountant
My biggest issue is that I rely on clients providing me with their tax paperwork in order to prepare their returns. They often procrastinate or have trouble locating the documents resulting in a backlog of returns that need to be prepared last minute before the due date.
Paul
Tax Associate
One of the biggest pain points is making sure to gather all of the documents having time to review the documents before processing the taxes for the client. It is expected to gather the documents and prepare the taxes all in one sitting.
Tiombae Wilson
Associate
Technology adoption in the accounting sector is still vague. There is a lot of resistance adopting new technologies since most are inaccurate.
Whitney Jones
Financial Analyst
One major challenge is dealing with the integration of data from multiple sources. Financial data often comes from different systems, departments, and even external sources, and ensuring consistency and accuracy across all these sources can be incredibly time-consuming and prone to errors.
Micheal Lotter
architect consultant
our software, such as sketchup continues to crash and does not auto save large projects. Its becoming a problem and we as a small time firm need some big solutions
Linnea
manager
on educational ground we faces a shortage of resources and research. in that field we need so many research to improve our educational system. that will provide our country a successful future.
podgge
Manager
The biggest pain point we see today is the silos in supporting health care as a whole. Each department in a single health system can be so disparate from the other that it makes supporting the continuum of care more difficult than it should be. It also makes the support of each department from a technology department even more difficult.
Adam
Financial Advisor
Daily, I struggle with manually reconciling financial records, leading to time wastage and errors. This hampers productivity and accuracy.
Minor Nicholas
Sales executive
Dealing with clients who have unrealistic expectations. They often want to see properties that are way outside their budget or have a list of demands that are difficult to meet in their desired area. It can be challenging to manage their expectations while still trying to find solutions that make them happy. Sometimes, despite all my efforts, clients end up disappointed, which can be really disheartening. It feels like I'm constantly balancing their dreams with the reality of the market.
Taylor Sekyi
Data Analyst
I wish we had a better system for data. Right now we have a vendor database that ties into an Oracle database but data seems to fall out a lot and sometimes it doesn't update and it becomes a pain.
Brian
Marketing Director
Our main challenge is handling payment processors because customers prefer using CashApp, Venmo, or PayPal for small payments. To keep them happy, we need to accept these methods, even though the fees and costs vary. Payment caps sometimes cause disruptions, and most customers are still hesitant to use cryptocurrency.
Kathy Andrew
Financial advisor
We need something to better measure clients fears and concerns with market volatility. I just don’t think there is an accurate and up to date risk tolerance for clients. As a result we have to spend a lot of time truly understanding a clients risk tolerance sometimes we do and it’s too late. I think it required behavioral coaching as well
Jazlynn
Stockbroker
Our CRM system that we use automatically makes duplicates of the entries that we put into the system. When you put a firm into the system, you must 'cover' it which means that no other rep can contact the firm. The duplicates get made automatically without notifying you, so you are at risk of another rep mistakenly contacting the firm if they don't see your original entry.
Chris L
Independent insurance agent
Cold calling leads is one of the most brutal parts of selling insurance. A way to analyze, and break down what to say to a prospect, how to handle certain objections would be amazing but doesn't currently exist. Having a predetermined script based off data from 1000s calls to create and refine a highly effective script is a dream for agents
Michael Worrell
engineer
one of the biggest problems i sometimes encounter is having to create the perfect plan for clients, they might not know what exactly they want and wouldnt make it easy for you to suggest for them
Anthony Simpsons
ASSET RECOVERY SPECIALIST
Ensuring the accuracy of data, such as owner names, addresses, and Social Security numbers, is crucial. Errors in data can lead to compliance issues and difficulties in locating rightful owners. Successfully locating and contacting the rightful owners of unclaimed property can be difficult, especially if the contact information is outdated or incomplete. Unclaimed property laws and regulations vary significantly from state to state, making compliance a complex task1.
LAKEISHA L CHRISTIAN
director
managing client expectations, regulatory compliance, market volatility, and competition. These challenges can affect profitability, with current market trend volcano makes things impossible to catch up/
kanu
Director of Training
Have more communication with my finance department. They work different hours than me and it is hard to get in touch with them.
Silvina E
Financial manager
The biggest problem I face as a financial manager is accurately forecasting cash flow, especially when unexpected expenses arise
Tara Wellman
Project Manager
There are a lot of tasks being streamlined in day-by-day by leadership and upper-management. There isn't consistency on how this is being delivered, so it can feel very overwhelming for the project team. As the project manager, I try to organize things into realistic timelines, but it's hard with the current oversight and software.
Cynthia
Analyst
Communication: Management and relevant teams are not aware and not able to be made aware of day to day issues that impact productivity. I cannot ask questions in the moment and they take too long to get back to me - I have to make game time decisions and then may get reprimanded if I made the wrong one. I don't know what I don't know until it's too late.
Bridget