Client, Account, & Portfolio Master Assessment

The client was seeking a consulting firm with deep expertise in complex account structures to analyze the current state of their account master, assess data gaps and deficiencies, unwind complexities, and formulate a plan to ready their account master to support the implementation of an IBOR platform. Olmstead completed a mastering initiative that improved information structure, governance, and data trustworthiness. The project significantly reduced risks of new client onboarding, reduced processing delays, and improved reporting accuracy.