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 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 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 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.

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.

For more information on the Olmstead & Seismic Partnership and to learn now Olmstead helps firms optimize Sales Enablement and Client Communications implementations, click here.
SAMPLE ENGAGEMENTS
Global Asset Manager: Sales & Service Data Platform
Global Asset Manager: Data Readiness & Preparation for Seismic & Client Reporting Implementation
Asset Management arm of a Global Insurance provider: Client Reporting Implementation Of Vermilion
RECENT BLOG POSTS
Client Interaction Models Have Changed. Is Your Distribution Architecture an Enabler or Inhibitor?
The Hidden Cost of an Unoptimized Solution
The Symptoms of Shiny Object Syndrome
Sergio Romo and Distribution Intelligence
MEET OUR LEADERS
Stephen Alepa - Client Experience & Engagement Lead, CEO
Scott Kasper - Manager of Client Engagement Practice
Austin Lewis - Manager Client Engagement
Robert Wilson – Senior Investment Data Analyst
Jason Cakouros – Senior Business Analyst
