Inspect Point的动态

Explore how a tech vendor's ownership structure influences their strategic priorities and financial strategies for enterprise-level success. Uncover the insight needed to select a reliable tech partner. #TechIndustry #BusinessStrategy #VendorSelection

“Ridgeline allows us to have an integrated platform to help us best support our clients and growth. It’s just very exciting.” - Kennedy Capital Management Chief Strategy Officer Niraj Shah Kennedy prided themselves on always using the best technology, but according to Chief Operating Officer Patrick Wolcott, the aging systems they relied on didn’t always work well together. This story is all too common in investment management: ?? Constantly moving between systems just to get a full picture of your data. ?? Losing basis points because of latency between systems that should be in sync. ?? Building internal software just to duct-tape systems together (on top of your existing tech debt). ?? Paying out of pocket for upgrades that do little to address the core problem AND take you out of commission for days. ??? Becoming part-time IT specialists just to keep the servers running smoothly. ?? Spending constant time building macros and data pipelines moving files from one system to another. Kennedy Capital was done playing games, made the move, and hasn’t looked back.? “We’re more efficient,” said Wolcott. “Now we have one vendor, one system, and one data feed.” When your tech finally supports your vision, your team stops chasing information and starts making decisions that drive results. Just ask Kennedy Capital. They and many others can attest to how transformative a single system can be. Our customers sunset an average of 9 systems (and lots of cumbersome integrations) when moving to Ridgeline. Learn more about how Ridgeline can shape the future of your firm. Request a demo today. #AssetManagement #InvestmentManagement #Fintech

Uncover the 4 crucial components of #techspending and how each accelerates #businessgrowth with R.B.Hall Associates, LLC??

Absolutely agree with Peter's approach. We've seen firsthand the issues that can arise from trying to make significant changes all at once. That's why we've shifted our strategy to support a more gradual implementation of new technology. Implementing within a Pod is an excellent way to mitigate change risks while continuing to innovate within your business.

A big thank you to Beata Kuczynska and Professional Planner for taking an interest in how EXPERT WEALTH selects and implements our tech stack, leveraging AI to benefit clients and Advisers. Your focus on this topic highlights the transformative role technology plays in driving efficiency and innovation across the industry. Excited to see the conversation continue! #ExperWealth #ProfessionalPlanner #AI #FinancialServices #Salesforce

IT isn’t something that every company immediately has down pat. Shore recognizes the importance of protecting its portfolio from risk by providing in-house resources through our Technology COE. Give this podcast episode a listen to learn how Shore’s Chief Technology Officer supports our companies data and IT systems. #privateequity #microcaps #shoreuniversity #shorecapital

If you have ambitious growth goals for your firm, you need the right technology to power your productivity (rather than slow it down). But finding and implementing a new tech partner can seem challenging, and the wrong decision could cost you both time and money. Our latest blog post explores the challenges of finding the right wealth management solution and offers insights to help you find a good fit for your firm: https://hubs.ly/Q02wlSmj0 #WealthManagement #WealthSolution

Advice firms must decide how they want technology to benefit their business before investing large sums of money into systems that might not be the best fit. Testing out multiple systems can stop money being wasted on unnecessary technologies. Peter Worn Paris Bisley Finura Group EXPERT WEALTH #technology #systems #salesforce #investment #financialadvisers #financialplanning #financialservices

Advisors have options, and good tech can help move the needle for firms that are trying to attract talent. Our, CEO Nate Lenz, weighed in on how independent firms have the advantage of being nimble when it comes to advisor tech. Read his full thoughts in InvestmentNews! https://lnkd.in/eQcjbmj5

Top 5 Findings from Operational Strategy Reviews in 2024 ?? This year, a record number of Private Capital firms partnered with Holland Mountain for Operational Strategy projects to advance their operational goals and digital maturity. ? Holland Mountain's Jeremy Hocter reflects on the key findings and recommendations of 2024. In this recap, we look at: ?? Scaling AUM without increasing headcount ?? “Deleveraging” investment teams ?? Advancing AI readiness ?? Eliminating shadow bookkeeping ?? Offering white-glove services to investors Read our article now ???https://lnkd.in/du4wekhJ Barnaby Piggott | Tim Friedman | Jonathan Connelly #privateequity #privatemarkets