Industry Insights

Introducing Agile into a Waterfall Culture


Focus on driving efficiency and speed into development processes is leading firms to flock towards Agile processes.  For firms that have historically operated using waterfall methodology the change is siginficant and requires much more than new tools and processes to ensure success.  

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Business Architecture - Case Study


Firms are embarking on massive technology and operational redesigns without so much as a map.  A relatively small investment in business and technology architecture modelling is a wise investment and provides a blueprint from which to launch change.

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Olmstead Survey - Institutional Client Onboarding


The Institutional Client Onboarding Process is receiving some well-deserved and in many cases much needed spend to address people, document management and workflow deficiencies.  In this survey, we explored the current state of client onboarding, impact on clients and perspectives on the growing regulatory scrutiny that is being focused on this area of the business.  

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The Institutional Servicing Model - Reimagined


The Institutional Client Servicing Model is broken as a myriad of poorly integrated applications and processes contribute to slow and error prone interactions with top tier clients.  In this Insight we offer four business imperatives that will allow your firm to rethink and remake your Institutional Client Services organization.

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Data Management: At the forefront of your company


After "standing on the sidelines" since Dodd-Frank was enacted in 2010, the buy-side industry is increasingly undertaking data initiatives to address a variety of transparency rules scheduled for implementation in 2015-16.

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Client Reporting: At the forefront of your client relationship


Buy-side firms are under increasing pressure to elevate client experiences by maturing their reporting capabilities. The growing demand for more transparency, earlier insights, and greater customization has introduced significant operational burden and cost.

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