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Olmstead Associates Profile
Olmstead Associates

@OlmsteadAssoc

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Raising the Operational Agility of the Investment Management community using a uniquely data-centric consulting approach.

Boston, MA
Joined November 2015
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@OlmsteadAssoc
Olmstead Associates
6 years
Olmstead announces our partnership with @SeismicSoftware, the market leader in sales enablement solutions. Using Data Readiness assessments, API’s, and a pragmatic approach, Olmstead strives to accelerate Seismic implementations and customers’ ROI.
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@OlmsteadAssoc
Olmstead Associates
6 years
Thanks to Kevin Chew for hosting a fantastic partner day. Exciting news on Seismic's Percolate acquisition. Inspiring keynote from IBM's Sharon Driscoll on her Sales Enablement journey. Thanks to those that joined Olmstead's AM Data Readiness round table. #SeismicShift19.
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@grok
Grok
16 days
What do you want to know?.
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@OlmsteadAssoc
Olmstead Associates
6 years
Poignant comment made by Mike Woodall from Putnam today @NICSAnews about the importance of "rooting for" your service provider partners to be successful. #GMMnicsa #assetmanagement.
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@OlmsteadAssoc
Olmstead Associates
6 years
Powerful messaging from CRD Client Conference on how Alpha unifies all FO investment activities and MO operations. Great event for partners and clients. #CRDCC19 #datacentric #datadriven @CRDChirp.
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@OlmsteadAssoc
Olmstead Associates
6 years
Delinquent with your summer reading? If you missed Olmstead's Insights Series, catch up with Ed Bolles addressing the imperatives of data-driven asset managers.
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@OlmsteadAssoc
Olmstead Associates
6 years
How do asset managers adapt and thrive in the age of digital disruption? Read the first 2 parts of Olmstead's Insights Series: Digital & Data-Driven Asset Management. #datadriven.
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@OlmsteadAssoc
Olmstead Associates
6 years
Olmstead's Jeff Gallant urges managers to look beyond cost when determining fund services RFP criteria and select a partner that supports your strategic long term service needs.
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@OlmsteadAssoc
Olmstead Associates
6 years
Olmstead's Michael DiScipio was quoted in a recent Ignites article addressing the risks of asset managers requiring customization from outsourcing providers and how data processes are impacted. (Ignites subscription required).
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@OlmsteadAssoc
Olmstead Associates
7 years
Learn how asset managers are differentiating themselves through an increased focus on sales, marketing, and client servicing functions with the goal of elevating their clients' experience. Executing the Building Blocks to Elevate Client Experience in 2019
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@OlmsteadAssoc
Olmstead Associates
7 years
Olmstead shares how our clients are leveraging their business initiatives to incrementally improve their data platforms and lower their "data tax." #datatax.
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@OlmsteadAssoc
Olmstead Associates
7 years
Olmstead continues our strategic hiring by welcoming Ed Bolles to further build out our Data Management & Analytics consulting capabilities, including business-driven data strategies and our Data Readiness services. #data-centric.
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@OlmsteadAssoc
Olmstead Associates
7 years
Happy Holidays from the @OlmsteadAssoc team!
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@OlmsteadAssoc
Olmstead Associates
7 years
Olmstead's latest insight addresses how firms are evaluating sourcing strategies and understanding where they fit on the solution spectrum in order to better align their transformation efforts. Navigating Your Path to Transformation
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@OlmsteadAssoc
Olmstead Associates
7 years
We were happy to share an enjoyable evening with @OlmsteadAssoc colleagues and our friends at @IrelandFundsAM @TheIrelandFunds annual gala supporting a great cause!
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@OlmsteadAssoc
Olmstead Associates
7 years
Another interesting read on the state of the industry and the impact of the #singleplatform. Is it the Next Logical Evolution for Asset Managers?
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@OlmsteadAssoc
Olmstead Associates
7 years
Interesting talk w/ STT/CRD execs on opportunities & challenges delivering front2back IM op model that bends cost curve & drives alpha gen. #singleplatform #theraceison #datacentric.
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@OlmsteadAssoc
Olmstead Associates
7 years
Timely thoughts from Olmstead on how our clients' operating models may be impacted by recent acquisitions in the industry. #operationaltransformation.The Race is On: Acquisitions and the Evolving System and Service Landscape
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@OlmsteadAssoc
Olmstead Associates
7 years
Olmstead is happy to welcome Michael DiScipio! #datacentric #operationalagility.DiScipio Joins Olmstead's Operational Agility Team
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@OlmsteadAssoc
Olmstead Associates
7 years
Read how Olmstead Associates has been working closely with our clients to fully understand, plan for, and implement support models for N-PORT & Liquidity Risk Management compliance.
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@OlmsteadAssoc
Olmstead Associates
7 years
1) Carefully assess client facing activities 2) Choose a partner, not a vendor (culture matters) 3) Need to get retained org right (can outsource function, but not responsibility). #EagleENGAGE18 @OlmsteadAssoc @Eagleinvsys.
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