Olmstead Blog

Sergio Romo and Distribution Intelligence: Part 2

When Sergio Romo was converted from a lifelong relief pitcher to an "opener" in 2018, this forever changed the face of baseball, and this change was fueled by data. In Part 1 we covered why your Distribution Intelligence (DI) team needs a seat at the distribution strategy table and why getting buy-in from the implementors who will exercise new approaches in the field is as important as deriving the idea itself.  As DI continues to evolve, we dive deeper into how DI can play a vital role in bending your cost curve, and how to effectively implement it across your organization.

Sergio Romo and Distribution Intelligence: Part 1

Author’s Note: I miss baseball. The good news is that my favorite team just completed its first ever undefeated April since entering the league 58 years ago. The bad news is that they are tied for last place. For those whose cravings for sport are not fully satisfied by the cherry pit spitting and cup stacking competitions on ESPN 8: The Ocho, maybe this piece, which aims to relate the rise of data-driven decision making in baseball with Asset Manager’s investments in distribution intelligence, will fill the void in some small way.

Sergio Romo and Distribution Intelligence

Author’s Note: I miss baseball. The good news is that my favorite team just completed its first ever undefeated April since entering the league 58 years ago. The bad news is that they are tied for last place. For those whose cravings for sport are not fully satisfied by the cherry pit spitting and cup stacking competitions on ESPN 8: The Ocho, maybe this piece, which aims to relate the rise of data-driven decision making in baseball with Asset Manager’s investments in distribution intelligence, will fill the void in some small way.

Olmstead’s Rapidly Growing Client Communications Consulting Services

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

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.

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 Olmstead's 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? 

Executing the Building Blocks to Elevate Client Experience in 2019

In a quest for differentiation, investment managers are now more than ever focusing on sales, marketing and client servicing functions in hopes of enhancing sales results and elevating their clients’ experience. To enable and empower the market facing personnel, internal positions like Head of Distribution Intelligence are becoming commonplace, while the technology spend on solutions across the client engagement spectrum is amped up. 

Industry Survey: Client Reporting & Experience

Stephen Alepa, leader of Olmstead's Client Experience and Engagement center of excellence, chaired the Client Reporting & Communications Forum at the TSAM Boston Conference. Topics included:

Client Reporting: Realizing Your Project Potential Means Learning These 10 Lessons

Client reporting has been a top priority across asset management, wealth management and insurance firms since 2013 and shows no signs of falling off the list. Our experience collaborating with our clients spans these industries and the software and service providers who deliver solutions. Regardless of industry, firm size or geography the following 10 lessons learned apply.

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