In order to meet existing and future business demand, the client’s operating environment required transformation to enable product, market, and asset class diversification. The client engaged Olmstead as an objective 3rd party to spur creativity and facilitate ‘out-of-the-box thinking’ by leveraging our deep understanding of the solution landscape and leading industry practices. Olmstead guided the client in developing a vision for an operating platform (operating model, data, and technology) that was transformational, achievable, and positioned the firm for growth.