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We meet with your team to understand your business objectives and document your operating constraints.
I want to build a self-directed brokerage alongside my advised offering.
We need to grow brokerage accounts by cross-selling to our banking customer base.
We need to deliver a truly integrated set of banking and investing products.
We need to take more control over our client experience in our online investing platform.
We are losing assets to wire houses when our clients retire - we need to reverse the flow.
We want to grow deposits held by our brokerage customers on the bank side.
We need to lower attrition in our high value segments.
We need online account opening. And single sign-on.
I want to expand online mutual fund offerings, including more low cost options.
We want to sell investment services in the bank branches.
I need a new client/advisor shared portal.
Online Banking is being upgraded and we need Online Investing to feel the same to clients.
We need to raise service levels in our call center.
Our clearing system doesn't communicate with the relationship management system.
We don't really have full access to our security master.
Our people haven't done anything this big before.
We need to include new AML controls.
We have no Content Management system.
We just signed a 10 year clearing contract.
Online Banking has a new Web Services layer we can use.
The brokerage service screens can only be viewed in Cincinnati.
We need to utilize our new money movement engine.
We just started a relationship pricing project - we need to work tegther with them.
Our Compliance department has a lot of new team members.
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