Olmstead Blog

Evolving Trends in Service Provider Oversight

Posted by Joseph DeRice

When was the last time you thought about service provider oversight? If you’ve experienced a significant error event, noticed a decline in service quality, anticipated a cost-benefit that hasn’t materialized, or have existing SLAs and KPIs that could be more clearly defined, then you’re probably thinking about oversight, and you’re not alone. 

Olmstead’s Rapidly Growing Client Communications Consulting Services

Posted by Kevin Trimble

Andy Ziegler has joined Olmstead as Director of Client Communications Solutions, responsible for defining and delivering sales enablement and client communications solutions to our asset management clients. 

Olmstead Partners with Seismic to Optimize Sales Enablement Solution Growth & Scalability

Posted by Kevin Trimble

Olmstead and Seismic Collaboration Poised to Consistently Accelerate Client ROI

Olmstead Associates is pleased to announce its data and consulting partnership with Seismic, the market leader for sales enablement platforms. In support of Seismic implementations and growth for asset management clients, Olmstead has developed tools and an approach that optimizes implementation, resulting in increased ROI and scalability. Refined from over 10 years of managing client communication solution evaluations and implementations, Olmstead has created best practices around implementation playbooks, distribution data models, APIs, and Data Readiness assessments.

Agility Scale: Is My Organization Prepared for Change?

Agility is a critical characteristic for asset management operations teams and is defined by their ability to adapt and flex their operating model to absorb change resulting from the following:

Data-Driven Part 4: Becoming a Data-Driven Asset Manager

Posted by Olmstead

In continuation of the Digital & Data-Driven Asset Manager Insight Series and in response to inquiries from our our clients on “how do we become data-driven?” we address the critical success factors at both the executive and the execution level.

Data-Driven Part 3: Using your Data Platform to Generate Alpha & Increase Sales

Posted by Olmstead

Asset managers see the potential for data science to generate alpha and increase sales but many struggle to achieve results. Investment models, alternative datasets, predictive lead generation analysis, marketing campaigns, client content, and more will continuously evolve as asset managers search for the winning or differentiated formula. 

Data-Driven Part 2: Meeting the Needs of the New “Data Empowered” Employee

Posted by Olmstead

To become a data-driven asset manager, firms must attract a new data savvy workforce. Our industry has always enjoyed the success of being able to recruit top talent from colleges. Recent graduates have gained experience creating data solutions using Python, big data, statistics, and the cloud and are perfectly prepared to help us achieve our ambitious data strategies. However, there is one big problem – our data platforms are not ready.      

Olmstead Insights Series, Part 1: What is a Data-Driven Asset Manager?

Posted by Olmstead

How does the asset management industry adapt and thrive in the age of digital disruption? In an upcoming series of Olmstead Insights focusing on Digital & Data-Driven Asset Management, we will explore the critical role data plays at the heart of the digital transformation.

Service Provider RFP: More Than a Cost Play

Posted by Stephen Alepa

If you are like me, you have solicited multiple bids for a home improvement project where cost has often started out as the leading driver for selecting a contractor. However, as the project progresses you quickly realize there is more to a project than simply the price. As construction delays pile up, phone calls go unreturned and your frustration grows, buyer’s remorse may set in. While cost is important, there are other required attributes such as reliability, responsiveness, quality, creative solutioning, and meeting agreed upon deadlines when selecting the right partner. The same is true in selecting a custody and fund accounting business partner. 

The Transformation of the Multi-Affiliate Operating Model

Posted by Stephen Alepa

The multi-affiliate operating model is increasingly under review as asset managers seek synergies from their infrastructure to bolster their margins. Whether firms have intentionally structured a multi-affiliate business model or possibly find themselves running multiple platforms due to acquisitions, these redundant platforms are obvious targets to drive organizational agility while improving margins. Some of the initiatives intended to rationalize the models have been announced publicly and their stories highlight the need to have a clearly defined roadmap, buy-in across the impacted entities, and measurable goals defining success.

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