How can Olmstead help?

Client Engagement Strategy & Architecture: current and future state operating models

Solution Evaluation & Selection: RFP to POC to negotiations

Implementation Services & Data Readiness Assessments: an efficient execution approach that buys down risk and increases impact leveraging our Implementation Accelerators

Client Engagement Lifecycle

Client Communications Implementation Accelerators

Client Reporting, Sales Enablement, CRM, web, and Client Portal projects are as much data projects as they are software projects. They are typically plagued by data readiness issues, which in turn lead to elongated implementation timeframes and value compromises. Olmstead has developed a set of tools and methods to accelerate time to go-live, de-risk projects and elevate quality.

Olmstead Implementation Playbook – dos, don’ts, and approaches refined from over 10 years of client communication solution evaluations and implementations

Olmstead Data Readiness Assessment – an objective scoring of your data aimed at early identification of key data risks and proposed mitigation tactics 

Olmstead Distribution Data Services – our API layer is used to speed data delivery to client communication solutions (e.g., client reporting, fact sheets). The API layer allows for the improvement to the underlaying data platform while not interrupting existing interfaces and allowing for the development of reports using test data before the data platform is production ready, creating parallel workstreams and quicker time to delivery.

Olmstead Distribution Data Model – recognizing that many IMs lack a strategic data source to consolidate distribution data, we have developed a distribution data model that can be leveraged by data warehouse and reporting data mart projects

Click here to learn how Olmstead helps optimize Sales Enablement & Client Communications implementations and our partnership with Seismic. 
Client Engagement Wordlee

Olmstead's Annual Distribution Intelligence Benchmark

Olmstead conducted a study of distribution intelligence practices by conducting a dozen conversations with intelligence professionals. Based on these discussions, we identified six common themes, called enablers, that best describe why firms have found success in their intelligence practices and developed a model to rate asset managers using these themes.

The asset management industry’s data management efforts are generally in a state of transformation. We found staff dedicated to the propositions at all the firms we spoke, but with a wide range of success as defined by each enabler. We have rated the industry and its state for each enabler.
Read our Annual Distribution Intelligence Benchmark Report

Olmstead is the data and consulting partner of Seismic, the recognized leader in sales and marketing enablement. In support of Seismic implementations for asset management clients, Olmstead has developed tools and an approach that significantly accelerates implementation, resulting in increased ROI and scalability. Refined from over 10 years of managing client communication solution evaluations and implementations, Olmstead has created best practices around implementation playbooks, distribution data models, APIs, and Data Readiness assessments.

For more information on the Olmstead & Seismic Partnership and to learn now Olmstead helps firms optimize Sales Enablement and Client Communications implementations, click here.


Olmstead's client needed to upgrade their client reporting capability in order to decrease time and energy spent collecting, aggregating, and processing data in report production. However, before selecting a client reporting solution, Olmstead first advised through a data centric approach, a strategic data solution and architecture that would support an integrated client service model for scalable growth. This resulted in the opportunity to architect an enabling solution that provided underpinnings for not just client reporting, but the broader Client Engagement suite of CRM, Pitchbooks, Client Master, and a digital / web presence. Olmstead had responsibility for designing and implementing the Enterprise Data Warehouse and integrating in key data sources (FactSet, Advent) and client engagement solutions including Vermilion, Salesforce and Kurtosys.
Our client was looking to build and integrate reusable data sets and tables from data sources (Eagle PACE and internal warehouse) in preparation for a Seismic and Client Reporting implementation that would support Sales & Marketing. Olmstead was responsible for the data integration and helped to streamline processes used to create marketing material and reports that were previously managed manually through spreadsheets and PPT. Olmstead facilitated the data preparation and readiness for the Sales Enablement solution by de-siloing and taking inventory of data used in pitch books, fact sheets, strategy summaries, client reports, and meta-data. The result was centralized data being available for future projects including CRM and the Client Reporting initiative.

Olmstead was engaged to manage all aspects of the project including report requirements, report design, report specifications, data sources, data mapping, data integration, testing and remediation. Olmstead assumed responsibility for the program and while managing to tight deadlines worked closely with the business, systems and the vendor to ensure nothing was overlooked.
See more samples of Current & Recent Client Experience & Engagment Engagements


Accelerated by the pandemic, the way your clients and intermediaries wish to interact, partner, and buy has digitally changed.  Asset Managers have responded by re-imagining their organizational selling models.  The evolving external, internal, and hybrid wholesaler strategy is a prime example.  It is imperative that the Asset Manager’s distribution architecture – the underlying technology, data, and analytics – helps to fuel that change.  To do so, our industry needs to overcome its historical ROI challenges when it comes to its distribution architecture spend.    Read More
In our webinar, “Avoiding Shiny Object Syndrome” we explain how “Firms leave all kinds of horsepower on the bench”. How does this affect firms? Firms do not maximize the potential of any one tool in their distribution stack leaving features on the table. They also do not integrate their tools as effectively as possible, missing out on an ROI multiplier effect.   Read More
Asset managers were increasing their technology spend pre-COVID*, but when we polled registrants for our webinar “Avoiding Shiny Object Syndrome to improve Distribution Architecture ROI” we found that 84% of customers say that their investments in client communications solutions have not quite met the mark.    Read More
On May 18, 2018, Sergio Romo, a lifelong relief pitcher, was the Tampa Bay Rays starting pitcher.  He also was the starting pitcher the next day.  These were his first starts after 588 appearances as a reliever over his 10 year career.  Baseball norm is that a team hopes to have their starting pitcher pitch 6 innings, every 5 days.  But in this case, Mr. Romo pitched a scoreless first inning on May 18 and another scoreless inning the next day, and that’s it.  And with that, the Rays had used its closer to introduce the role of the “opener” to major league baseball.  How did we get here?  Read More


Stephen’s LinkedIn Profile

Stephen is CEO of Olmstead Associates. He also leads Olmstead's Client Engagement capability, helping investment managers with communications and information delivery solutions across their client lifecycle. He has 25+ years as a management consultant and financial technology executive, helping global financial markets firms of all sizes define and achieve their business objectives. Regarding our client's client experience, he drives Olmstead's services, considering all client touchpoints when devising client engagement operating models and integrated sales and service solutions.

Stephen held senior positions at Andersen Consulting (now Accenture), PwC, and Arthur Andersen, where he was the partner-in-charge of the New England financial markets business consulting practice. Prior to Olmstead, Stephen held leadership positions at trading pioneers ITG and Macgregor. He architected and ran the ITG Net business unit, the firm's end-to-end electronic trading and trade processing network, building it to a community of over 750 buy-sides, sell-sides, custodians, and industry utilities. Stephen led Macgregor's Sales and Service, and oversaw the transformation of the firm's financial profile by diversifying revenue, growing recurring revenues, and reducing costs dramatically. A recurring theme through his professional experiences is the weaving together of strategy and execution, business and technology.

A graduate of Georgetown University, in his free time you can find Stephen enjoying time with his wife and three children, around a baseball diamond or on a stand-up paddle board. Stephen holds the Chartered Financial Analyst (CFA) designation.
Scott is the Manager of Client Engagement Practice for Olmstead. He joined Olmstead in May 2021 and will focus on engaging Olmstead clients about their business operations, sales enablement tools, information management and improving user adoption. 

Scott has 29 years of experience in the mutual fund distribution industry.  He held roles at American Century that focused on sales and product management.  While with Ivy Investments, Scott supported sales operations through efficient management of several sales enablement systems and business information management.

Scott is a Kansas City native and graduate of Truman State University and Rockhurst University.  In his free time, Scott is an active leader for the Boy Scouts of America and professional musician.  Scott and his wife have raised three children who are also musically inclined.
Austin Lewis is a manager in our Client Engagement Practice; his expertise helps our clients transform their Distribution Intelligence programs, sales organizations, lead gen initiatives, and segmentation efforts to exceed their goal.
Austin brings over 16 years of industry experience spanning retail intermediary as well as institutional businesses. He is a business, data strategy, and analytics leader with a deep understanding of asset management and the data-driven processes that are the crux of the industry. He has led global teams supporting the implementation and rollout of CRM systems and integrations, data governance structures, and data and analytics solutions and outputs. His expertise helps our clients leverage data across many technology platforms and solutions to drive better decisions and outcomes for the organization.
Bob has over 25 years of asset management experience leading data projects and providing data analysis for client communications systems focusing primarily on integrating and optimizing clients’ investment data. Bob has integrated investment data for client reporting engagements (Vermilion and SimCorp CORIC), pitch books and fact sheets (Seismic, currently in process for becoming certified through Seismic Univ.), and data management platforms (Eagle PACE, PAM, GoldenSource). His unique experience allows him to structure unstructured data in a manner that enables the efficient creation of client facing retail and institutional reporting materials, including pitch books and fact sheets. 

 Jason has over 25 years in the investment management industry working in various reconciliation analyst, business analyst and data analyst roles supporting client / system implementations and quality assurance. He has been responsible for gathering and defining business requirements and has supported business and IT stakeholders. Jason’s experienced in investment data, data integration, security master, data warehousing, pricing and valuations, client reporting, corporate actions, reconciliation, and performance measurement for multi-asset class environments. 

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Olmstead Associates is a leading specialized consulting firm to the investment management industry. For over 20 years, Olmstead has provided consulting expertise to help investment managers plan for, select, and implement solutions. Our Operations, Technology, and Data experts, proven methodologies, and leading edge tools help inform our clients to make better decisions and lower project risk.
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