Firm has seen tremendous growth. That growth has put pressure on the combination of technology tools they put together initially, and it has become clear that they need more of a technology presence in both leadership and capabilities.
The two streams:
Engaged in a short-term assessment of the platform.
Delivered plan with both tactical steps to ensure stability and effectiveness of the current platform while also building out and implementing new tools recommended as part of the strategic solution.
The firm’s continued business growth was successful and stable, in part thanks to a stable technology platform supported by a technology organization that relied on a team structure and policies rather than individuals. With a form of data governance and strategy in place, the firm was able to add exciting new tools to their platform, which enabled their advisors to offer more to clients and prospects, as well as attracting new advisors to the platform.