With a growing landscape of tools promising to streamline financial processes, choosing the right technology requires more than just comparing features. This session offers a practical framework for evaluating new solutions—from aligning with organizational goals to assessing scalability, security, and user adoption. Attendees will gain insights into building a business case, navigating stakeholder buy-in, and avoiding common pitfalls in the buying journey.Join Robert Boun from Walker & Dunlop as he shares how financial services teams are reducing manual work and streamlining compliance workflows with AI-powered tools. Learn how smarter audit requests and intelligent document analysis can eliminate friction, improve accuracy, and free up time to focus on higher-value work.
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