Build customer trust on social channels

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social-media-financial-servicesBy Emilie Totten

While many financial services firms were reluctant to use social media in the past, more companies are realizing that embracing social is the first step to increasing brand trust and loyalty. While the regulatory environment was previously prohibitive, the doors are opening for asset managers to get on social networks.

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New Opportunities for Hedge Funds: An Interview with Risk Advisors

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Challenges become opportunities for Hedge Funds

By Emilie Totten

In light of new regulatory requirements, hedge fund managers are facing many new challenges. Due to an increased level of scrutiny, it’s important for hedge funds to have a technology strategy that supports critical data management, marketing, and client communications functions. We recently sat down with two top authorities at Risk Advisors, Inc, to get their perspective on some of the current opportunities and challenges facing hedge fund managers today.

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Why Your Technology RFP Process is Lousy (And 6 Rules for Success)

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Help! How do I write a successful technology RFP?

Having run technology RFPs from both a vendor and customer standpoint, I’m disturbed by the trend I’m seeing.  RFP processes are becoming longer and longer. The depth and complexity seem to have little to do with the actual scope of work the customer is seeking bids on.

Without exaggeration, I recently received an RFP that had 171 long-response-format questions that, in the end, supported a deal that only had a three-year value of about $100,000.  Compare that to a 111 question RFP that we won in 2012 for a contract with a three-year value of over $1 million.

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3 keys to improving your quarter-end process

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businessman planning strategy for success

I recently completed an RFP that posed this question:

“Describe the factsheet production cycle and timeline for your most efficient client and your least efficient client.”

This got me thinking: What really drives efficiency in marketing document production?  Over the past 25 years, I have seen just about every variation on technology and process models that can exist to support factsheet production. I’ve seen firms that have embraced technology and process to improve their efficiency ten-fold. On the flipside, I’ve seen firms that seem to do everything in their power to undermine the efficiency of a technology or process they’ve paid good money for. Read More

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