New Podcast: Resolving Operational Issues Uncovered During Acquisitions and Transformations

Trying to resolve issues and improve operational efficiency by aligning people and technology can lead to unexpected problems and mixed results. Whether your firm leadership wants to evaluate how the firm is running, the firm has recently undergone a merger or acquisition or is experiencing errors, losses or attrition, an Operational Assessment can increase efficiency, save your… READ MORE

Operational Efficiency – Software and Outsourcing Can Help

To remain competitive, firms must boost operational efficiency to cut costs and deliver consistent quality customer service. For financial services firms, this includes developing and refining procedures to help mitigate risk to protect you and your clients.  For CCOs, efficient and effective procedures create consistency and reduce risk. What You Should Do: Conduct a review… READ MORE