FundCount

Data is the heart of the asset management industry. Multi-million-dollar decisions are made and deals are won based on the insights and number-crunching results data provides. After all, data is an enabler for smarter, more fact-based decisions. But it can also be an anchor. Firms today are struggling to cope with volume while ensuring quality,...

Client service is so integral to the DNA of some companies that they are renowned and revered for their service excellence. Online retailer Zappos, Nordstrom department store and sports outfitter REI come to mind, as does Rackspace, which has gone so far as to brand its “results-obsessed customer service” as Fanatical Support. Yet,...

Determining what matters most when choosing a software vendor for your project is like asking what matters most when buying a new car. The answer is likely to be, “it depends.” It depends on whom you ask. It depends on budget, needs, goals and sensibilities. So, where do you begin and what are the most important considerations? First...

Planned or unplanned. Formalised or ad hoc, every business communicates with clients in some way. For years, asset management firms routinely churned out cookie-cutter accounting and investment reports and other communications to stakeholders. Little thought was given to the format, frequency, accessibility, delivery medium or other individual...