Olmstead Associates

CRM Analytics (CRMA) is leading the charge in #Salesforce #analytics and we’re excited to dive in. As the largest analytics area within Salesforce, CRMA is transforming how sales teams access real-time, actionable insights. In an upcoming session at The SME Forum - Sales and Marketing Enablement Forum, we’ll explore how #CRMA stacks up against #Tableau and #PowerBI for sales enablement—highlighting use cases, best practices, and how to get the most out of each tool. 💡 Through our CRMA work, we’ve seen the impact firsthand, but also know the challenges: • Learning curves with SAQL and dataflows • Complex customizations • Performance tuning for large datasets • Licensing questions and adoption hurdles Olmstead specializes in helping organizations navigate these challenges and unlock the full power of CRMA. Whether you're just starting to explore CRMA or looking to get more out of your current setup, we’re here to help. #CRMAnalytics #SalesEnablement #DataDrivenSelling

Austin Lewis, MBA is excited to be attending The SME Forum - Sales and Marketing Enablement Forum next week. Will you be there? It isn't too late to register. Registration is open through Friday, April 18th.

Will you be attending the Spring 2025 SME Forum April 21-23 hosted by The SME Forum - Sales and Marketing Enablement Forum? AI is now driving real, tangible change. We’ll explore how early excitement is turning into practical strategies that are reshaping operations and client experiences. Austin Lewis, MBA is looking forward to learning, sharing, and connecting with others who are navigating this exciting new frontier. https://lnkd.in/gU7JynGe #AssetManagement

Saving money is always in style. 3 out of 4 firms are working to cut costs. But how? 🤔 Initiatives with cost-cutting benefits are usually: 1️⃣ Automation 2️⃣ Consolidation 3️⃣ Technology Replacement 4️⃣ Outsourcing Cutting costs is typically not the primary driver. It could be primarily about supporting new asset classes, developing new business capabilities, or increasing scalability. However, saving money, lowering operational risk, and reducing technical debt are often other important side benefits worth highlighting. https://lnkd.in/gM4N3EBC

"What you really have is a business problem," Anthony Whitford said. "You're just using technology to solve it." Modernizing your technology is essential. 1️⃣ Use technology that can meet your evolving business demands, such as support for new asset classes 2️⃣ Take advantage of emerging AI capabilities to run your business better 3️⃣ Be an attractive employer using modern technology and doing interesting things

A recent industry survey by AutoRek of over 200 asset management firms revealed: 79% of firms rank reconciliation as their primary operational challenge 85% acknowledge the urgent need for efficiency, yet remain chained to manual processes 39% expect transaction volumes to surge over the next two years – despite already struggling with current levels Is your firm adapting to the new T+1 settlement reality, while preparing for digital assets and surging data volumes? Forward-thinking organizations aren't waiting - they're already making the shift to AI and automation. Join our industry experts for a virtual event on March 20th to discover how replacing legacy systems and manual processes can transform reconciliation from operational burden to competitive advantage. Transform Your Reconciliation Strategies: https://lnkd.in/eCQvihwF Can't join on the 20th? Register anyway to gain access to the recording. #FTFWebinar #Reconciliation #Data #Automation #ArtificialIntelligence #AI #MachineLearning #Tplus1

Waiting is no longer an option. Forward-thinking firms are already making the shift to AI and automation —gaining agility, reducing risk, and unlocking new efficiencies. On the 20th of March, this expert panel will discuss: · Navigating the operational challenges of rising data volumes · The cost of maintaining legacy reconciliation systems · How to address operational bottlenecks before they impact performance AutoRek’s Murray Campbell will join Nicholas Padgen, Director of Operations, Pzena Investment Management, Lou Rosato, Managing Director, BlackRock, and Dawn Pischetola, Director, Investment Operations, Olmstead Associates Register to learn how your firm can stay ahead in this evolving landscape. Date: 20th of March, 11AM ET/3PM GMT Register here: https://lnkd.in/eTUQTFdH

Don't forget to register for this upcoming Webinar about Reconciliations. Learn about AI adoption, building a strong business case, and improving scalability. Our very own Dawn Pischetola will be moderating. Don't miss it!

“Data is only of value if it can be accessed and used with ease.” “Putting a robust data strategy in place calls for deep expertise and experience. It argues for partnership with an expert.” 💯 We can help. #AssetManagement #InvestmentManagement #DataStrategy

“Hire the music major.” Of course every session has touched on the criticality of trusted data and on the promise of AI, but also great to hear talent management emerge as a recurring theme throughout InvestOps sessions. Diversity of thought, curiosity, and a desire to learn and grow have emerged as key hiring criteria. Operational alpha will be delivered by teams that are filled with value add activity and exception managers (Theresa Messina), prompt engineers, “T-shaped” collaborators (James Watson, MBA, PMP, Disciplined Agile Sr Scrum Mstr) and lateral thinkers that can work across public and private operating models (Brad Campbell). #InvestOps #InvestmentOperations