Optimization, Efficiency & Productivity

Are your workflows and processes performing at their highest efficiency?  

People often talk about optimization and achieving high levels of efficiency and productivity, but outdated processes, networks and tools are among many obstacles that are difficult to overcome. With the right guidance and implementation of tools, firms can not only achieve increased optimization, efficiency and productivity, but also develop a roadmap for success capable of unfolding and expanding along with their business needs and growth.

Learn more about current industry trends.

  • Advisor Productivity — The measures for advisors’ productivity today go far beyond the usual service touch-point metrics to include expanded relationship building and management, new client acquisition, information management, risk management, and collaborative planning goals. Measurements such as these require easy access to technology and tools for research, extendable tracking and management.
  • Cash Management — Diversifying short-term investments, managing risk, improving returns and complying with regulatory mandates are some of the challenges faced by cash managers when it comes to investing excess capital. Corporate treasurers need tools to help them manage these issues without increasing costs, staff or investment risk.
  • Operational Efficiency —  Most businesses recognize the need to achieve greater efficiency as one of their prime goals. To help reduce costs and increase productivity, firms must have the right sustainable processes and procedures in place. 

Video Presentations

  • MLC / NAB Wealth MLC / NAB Wealth

    John Hyslop, head of technology, transformation, and integration, MLC/NAB Wealth, discusses the challenges his company faced while invigorating their front-to-back office wealth management platform.

    video file [Total time 2:18]

Audio Presentations

  • Retirement Income Solutions

    Mike Vogel, senior vice president of SunGard Wealth Management, addresses retirement income solutions and how you can work to minimize operational issues associated with implementing alternative investment offerings.

    audio file [Total time 2:59]