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Successfully Navigating a Technology Conversion

Having experienced years of successful conversions both in-house and as an external operations partner, here are what I believe to be the critical, foundational issues for ensuring a smooth on-boarding process and laying the ground work for future success when it comes to technology innovation.

Helping Managers Thrive at all Stages of Growth

An Archer co-sponsored study by rpmAUM, produced in partnership with MMI looks at the lifecycle of asset managers, with observations and insights about how to facilitate growth across time.

Tangible Benefits of Archer’s Solution

Archer is proud to be part of such a great story, enabling Polen to expand its product lineup, distribution opportunities, and geographical expansion. Here is a brief review of just how we have helped:

 

Case Study: Achieving a Growth Standard in a Non-Standard Industry

Thanks to Archer’s cloud-based operations platform that seamlessly synchronizes operations, our co-sourced solution allows multiple offices to work in lockstep.

Innovate. Learn. Repeat.

"So go ahead and make mistakes. Make all you can. Because that's where you will find success - at the far side of failure." -- Thomas J. Watson Sr., IBM Chairman & CEO

Embracing the Cloud – the role of cloud-optimized technology within investment management operations

People talk about the cloud as a mythical mass of information, hovering in the ether above us. While that is a fair description of consumers’ experience with cloud technology, the ‘mythical mass’ is actually a physical network of servers, data storage infrastructure, and people.

 

When Expanding Your Product Base: Keep it Simple

From the investment manager’s perspective, multiple service models within the SMA channel often require separate systems and processes. This increases operational complexity and erodes the benefit of higher revenues.

Succeeding in the New Investment Operations Dynamic: 5 Questions to Ask Your Service Provider

For investment management firms evaluating new providers – or outsourcing for the first time – knowing what questions to ask can help ensure that you find the right partner.

When is a “Robot” not robot?

Financial services have long benefited from computer automation, but with many different programs and applications applied in the execution and recording of a single transaction, there remains an army of personnel involved in performing tasks akin to reviewing and shuttling information between them.