Client Experience

Winning market and mindshare in the near future will rely on your ability to align sales, servicing, and marketing teams to create a strategic roadmap that evolves your digital distribution model.

You are not lacking distribution data and distribution technology. What is lacking is the integration and exploitation of that data and the applications to optimally drive customer acquisition and servicing. A modern digital distribution model maximizes your investments in data and technology and reduces unnecessary costs and time spent on negligible processes.

Hear the latest on the current state of asset management distribution.

Client Experience Consulting Services

Distribution Architecture

Amplify ROI on your distribution architecture by undoing siloed decision-making across the client journey map, bringing in the perspective of business, and applying modern data principles into a Distribution Data platform that curates both relevant internal and external data..

Client Communications / Reporting

Improve your ability to effectively and timely deliver client and prospect reports and materials using best-in-class applications and modern data management solutions.

Distribution Intelligence

Examine your distribution operating model in the aspects of data management, application suite, cultural support, and delivery capabilities. Olmstead can benchmark your capabilities relative to industry best practices and formulate a plan to make improvements where needed.


Complete a health check of the system that is central to the success of your business operating model.  Olmstead’s experts in both CRM and Asset Management can improve usage, workflows, integrations, and data management to meet business needs.

Client, Account, & Product Master

Create a single source of truth unifying disparate systems using client, account, and product data to eliminate siloed data and allow executive-level reporting across all three data types in any combination.

Client Segmentation

Apply strategic intent to how your most important clients are identified and served. Our model brings a scalable, consistent process across all channels and territories and helps measure and define service levels across client segments.

We use a data-driven approach to optimize your technology stack, distribution architecture, and business needs.

Featured Insights

graph of data master data management governance

Data Darwinism:  Evolution of Master Data Management

by | Sep 13, 2023 | Client Experience,Data Management,Investment Operations | 0 Comments

In the wake of the COVID-19 pandemic, the asset management industry experienced a seismic shift. Firms were forced to discard traditional sales methods like...

Client Segmentation – A Journey to Strategic Selling

by | Mar 30, 2023 | blog-homepage,Client Experience | 0 Comments

An effective client segmentation strategy will enable sales and marketing teams to provide the most valuable clients with an optimal client experience while improving...

2024 Planning – Key Distribution Intelligence Considerations

by | Jan 23, 2023 | Client Experience | 0 Comments

Olmstead recently conducted a study on the state of Distribution Intelligence (DI) across asset managers.  A key takeaway:  while DI has established itself as...

Distribution Architecture: Beware of the CRM-Centric Approach

by | Jan 12, 2022 | Client Experience | 0 Comments

Asset managers spent decades implementing portfolio accounting systems, making them the center of their systems architecture by integrating numerous other applications...

The Symptoms of Shiny Object Syndrome

by | Jan 11, 2022 | Client Experience | 0 Comments

Asset managers were increasing their technology spend pre-COVID*, but when we polled registrants for our webinar “Avoiding Shiny Object Syndrome to improve...

The Hidden Cost of an Unoptimized Solution

by | Jan 11, 2022 | Client Experience | 0 Comments

Firms leave all kinds of horsepower on the bench. How does this affect firms? Firms do not maximize the potential of anyone tool in their distribution stack...

Where Is Your Data Housed?

by | Oct 13, 2021 | Client Experience | 0 Comments

We’ve defined Distribution IUM and explored why you should seek to manage the internal and third-party data. The next step is to look at where all that information is...

Leveraging IUM to Foster a Data-Centric Distribution Function

by | Aug 6, 2021 | Client Experience | 0 Comments

What does it mean to be information-centric? We’ve explored the definition and uses of your information under management(IUM), and talked about information management...

What Is Your Information Under Management?

by | Aug 6, 2021 | Client Experience | 0 Comments

This blog is the first in a series where we explore how your firm can make the transformation to a data-centric firm. The asset management industry is very familiar...

Client Success Stories