Our approach helped an emerging RIA with limited to no internal technology support that was unable to adequately support growth of their business.
How We Solved It
We assessed the RIA’s technology application support needs and created an internal technology support organization designed to support the user community. We then created the framework, roles and responsibilities, reporting lines and job requirements. Our final step was to interview and help hire people to fill the roles.
The RIA now has a team to provide technology and internal application support that confidently meets the needs of their growing business.
Need help strengthening your tech team structure? Contact us to design your digital client journey.