Client Reporting & Communications
“How do I get better ROI from my client communications investments?”
“Do I have a reporting system or a data readiness problem?”
“Do I need both my sales enablement and client reporting platforms?”
“What role does a client portal play?”
Asset managers are asking themselves these questions as they realize that clients expect a different kind of engagement and information flow in today’s digital selling and servicing model.
1. Evaluation & Implementation
We have evaluated and successfully implemented all leading client communication platforms, including Seismic, Coric, Vermilion, and Assette.
2. Optimization
We help asset managers extract more value from their existing distribution architecture investments with our end-to-end client journey model.
3. Consolidation
As lines blur across client communications platforms, we help asset managers simplify their prospect and client reporting processes, driving out costs in the process.
Accelerators
Olmstead has created a set project accelerators to expedite and elevate impact:
Vendor Comparisons
Expedite shortlist with our continuous vendor RFI process
Data Readiness Assessment
Identify data issues early
Implementation Playbook
Create high confidence plans leveraging our lessons learned
Reporting Library
Save effort with our library of common slides