Strategic Planning for Investment Management Firms
If you are asking any of the following questions, IMP's Strategic Planning service is the right place to start:
- Buy or build?
- Hosted vs. SaaS installed?
- Strategic vs. tactical solution?
- Can we automate this process?
- Outsource or in-source?
- Are we spending too much?
- What are similar firms using?
Our clients tell us that one of their biggest frustrations is hiring a consulting team that promises industry expertise, and yet arrives on day 1 with a blank piece of paper. Glossy presentations can earn your business, but they don't deliver real results. At IMP, we know that is a risky and expensive way to run a project. Successful teams understand the value in hiring consultants who don't need to waste valuable project time in recreating the wheel. Our team has spent years building strategic roadmaps backed by a collection of real artifacts, shared learning tools and knowledge repositories. When you hire IMP, you don't just hire the team that arrives in your office - you gain access to a deep pool of resources and experiences, from the trading desk to the back office.
Our Approach to Strategic Roadmap Planning
- Transparent communication
- Disciplined planning
- Thorough requirements analysis
- Effective testing
- Controlled migration
- Smooth transition to client support
Experienced Senior Managers Provide Oversight & Advice
For our clients who have the right people available for the project - with both enough time and skill - but they don't have experience with a new commercial system or particular problem, IMP offers the advice you need when you need it, from experienced senior managers with extensive industry experience. Our advisors are vendor agnostic and can connect you with a network of related subject matter experts and industry peers.
Find out how investment management professionals like you are avoiding common pitfalls and swiftly implementing best practices with IMP's fact-based decisions and recommendations.