The investment management industry is increasing its spend on sales, marketing and client servicing. Often the solutions are being assessed and implemented in a siloed manner without an end-to-end client engagement perspective.
Olmstead conducted surveying in advance of TSAM (Boston, November 2017), as well as interactive surveying during the conference. Some of the more interesting preliminary observations to date are:
2/3rds of the interactive survey participants tabbed Client Reporting and CRM as recent, current, or near-term investment priorities
71% of the interactive survey participants tabbed Client Portals as a top investment priority. This was made even more interesting in light of the conversation we had during the day on falling victim to “if they build it, they will come” syndrome.
Only 6% of respondents characterized their data readiness as high, implying our industry still does a fair amount of data chasing, scrubbing, and verification.
Only 17% said their firm had an enterprise definition of end-to-end Client Experience.
Olmstead has developed an integrated Sales & Service model to help envision 360 degree view of the client from a functional and engagement perspective.
How can Olmstead help?
Client Engagement Strategy & Architecture: current and future state operating models
Solution Evaluation & Selection: RFP to POC to negotiations
Data Readiness Assessments: Are you ready for change?
Implementation Services: an efficient execution approach that buys down risk and increases impact
Olmstead conducted surveying in advance of TSAM (Boston, November 2017), as well as interactive surveying during the conference. Some of the more interesting preliminary observations to date are:
2/3rds of the interactive survey participants tabbed Client Reporting and CRM as recent, current, or near-term investment priorities
71% of the interactive survey participants tabbed Client Portals as a top investment priority. This was made even more interesting in light of the conversation we had during the day on falling victim to “if they build it, they will come” syndrome.
Only 6% of respondents characterized their data readiness as high, implying our industry still does a fair amount of data chasing, scrubbing, and verification.
Only 17% said their firm had an enterprise definition of end-to-end Client Experience.
Olmstead has developed an integrated Sales & Service model to help envision 360 degree view of the client from a functional and engagement perspective.
How can Olmstead help?
Client Engagement Strategy & Architecture: current and future state operating models
Solution Evaluation & Selection: RFP to POC to negotiations
Data Readiness Assessments: Are you ready for change?
Implementation Services: an efficient execution approach that buys down risk and increases impact
“Olmstead’s data readiness framework allowed us to untangle a big bundled ball….so that we could strategically solution in a way that met our immediate requirements while also positioning us well with a client engagement platform for growth.”
- Director, Client Communications
- Do we have a clear definition of the client experience?
- Can we make our client service a competitive advantage?
- Do our clients truly want anytime, anywhere access to their data?
- Have others appointed a CX leader to solution across functional silos?
- How can our digital investment better identify needs and leads?
- Is there a single reporting solution for my sales enablement and client servicing needs?
- What are the pros and cons to CRM as a workflow centerpiece?
- How do we optimize CRM usage?
- Must a CRM implementation be a multi-year, multi-million $ effort?
- Where should our 360 degree client view reside?
- How do we break down internal walls amongst our client touchpoints?
- How far are we from self-service client reporting?
SAMPLE ENGAGEMENTS
Global Asset Manager: SimCorp CORIC Client Reporting Implementation
Asset Management arm of a Global Insurance provider: Client Reporting Implementation Of Vermilion
See more samples of Current & Recent Client Experience & Engagment Engagements
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