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The Art of Efficiency: A Holistic Approach to Operations April 22, 2009 Executive Summary The operational model that served broker-dealers well for years needs to be re-evaluated as profit margins continue to get squeezed, volumes increase, competition for new talent intensifies and as the complexity of the compliance environment increases. Our latest study found that there is a significant gap between efficiency levels of high performing broker-dealers and those that are less profitable. Our study can help you do the following: Take a look at the processing models of best-in-class broker-dealers. Learn how to implement an efficient operational model that drives profitability. Understand why the "simpler is better" approach yields more efficient processing. Realize the true benefits of platform consolidation. For more information about the study, please contact Mike Nesspor at (201) 413-4514. To download a copy of the study, please sign in or register below:
How to Minimize Risks and Maximize Rewards: A Technology Outsourcing Guide for Financial Services Firms March 05, 2009 For decades, technology has been an important part of the competitive landscape in the financial services industry. While the rewards can be rich, there are risks with investing in new technologies�sometimes the promised technological "miracles" prove illusory, or poor project oversight minimizes the success. This paper aims to provide guidance on how to minimize the risks and maximize the rewards of technology investments, particularly through intelligent use of outsourced and offshore resources.
Going Paperless: More Than a Green Initiative March 01, 2008 An Essential Ingredient to Client Satisfaction, Operational Efficiency, and Cost Savings for Broker-Dealers

The Art of Efficiency: A Holistic Approach to Operations
April 22, 2009

Executive Summary

The operational model that served broker-dealers well for years needs to be re-evaluated as profit margins continue to get squeezed, volumes increase, competition for new talent intensifies and as the complexity of the compliance environment increases. Our latest study found that there is a significant gap between efficiency levels of high performing broker-dealers and those that are less profitable.

Our study can help you do the following:

Take a look at the processing models of best-in-class broker-dealers.
Learn how to implement an efficient operational model that drives profitability.
Understand why the "simpler is better" approach yields more efficient processing.
Realize the true benefits of platform consolidation.

For more information about the study, please contact Mike Nesspor at (201) 413-4514.

To download a copy of the study, please sign in or register below:

How to Minimize Risks and Maximize Rewards: A Technology Outsourcing Guide for Financial Services Firms
March 05, 2009

For decades, technology has been an important part of the competitive landscape in the financial services industry. While the rewards can be rich, there are risks with investing in new technologies�sometimes the promised technological "miracles" prove illusory, or poor project oversight minimizes the success.

This paper aims to provide guidance on how to minimize the risks and maximize the rewards of technology investments, particularly through intelligent use of outsourced and offshore resources.

Going Paperless: More Than a Green Initiative
March 01, 2008
An Essential Ingredient to Client Satisfaction, Operational Efficiency, and Cost Savings for Broker-Dealers

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