Olmstead Blog

Stephen Sonderegger

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Accelerating the Implementation of Client Communications Solutions: A "Third" Way

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In a recent conversation with an executive from a leading client reporting provider, the discussion turned to Ed Bolles' latest blog on the subject "Data Tax." The executive revealed that thefrequently experience a drag of at least 25% on their projects due to data issues. The conversation highlighted an interesting tension that every investment manager must face when embarking on client communications and sales enablement projects – how do you identify and address looming data pitfalls and sinkholes without overly delaying the delivery of business benefit? 

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