Driving Operational Agility into Investment Operations

The investment management industry will look very different 5 years from now; evolving the traditional front, middle, and back office operating models is imperative to a successful transformation.

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Client Experience & Engagement for Investment Managers

The Investment Management industry is increasing its spend on sales, marketing, and client servicing, but too often the solutions are being assessed and implemented in a siloed manner without an end-to-end client perspective. 

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How To Engage Business Stakeholders In Data Management

The investment management industry has had mixed results taking a top down approach towards its strategic data management initiatives.  Engaging the business stakeholders is a critical success factor, and converting them into advocates and enablers of your data initiatives is easier said than done.  

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Olmstead Data Centric Approach for Operational Agility

Investment managers must raise their Operational Agility to become an enabler, not inhibitor, of corporate strategy. Olmstead's Data Readiness Framework helps to minimize implementation risks, add broader value, and establish a platform for growth.

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Introducing Agile into a Waterfall Culture

Focus on driving efficiency and speed into development processes is leading firms to flock towards Agile processes.  For firms that have historically operated using waterfall methodology the change is siginficant and requires much more than new tools and processes to ensure success.  

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Business Architecture - Case Study

Firms are embarking on massive technology and operational redesigns without so much as a map.  A relatively small investment in business and technology architecture modelling is a wise investment and provides a blueprint from which to launch change.

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Olmstead Survey - Institutional Client Onboarding

The Institutional Client Onboarding Process is receiving some well-deserved and in many cases much needed spend to address people, document management and workflow deficiencies.  In this survey, we explored the current state of client onboarding, impact on clients and perspectives on the growing regulatory scrutiny that is being focused on this area of the business.  

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The Institutional Servicing Model - Reimagined

The Institutional Client Servicing Model is broken as a myriad of poorly integrated applications and processes contribute to slow and error prone interactions with top tier clients.  In this Insight we offer four business imperatives that will allow your firm to rethink and remake your Institutional Client Services organization.

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Client Reporting: At the forefront of your client relationship

Buy-side firms are under increasing pressure to elevate client experiences by maturing their reporting capabilities. The growing demand for more transparency, earlier insights, and greater customization has introduced significant operational burden and cost.

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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.
Contact Us
617-778-0372
info@olmst.com
185 Devonshire St, Boston, MA 02110