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The Riperian Playbook
Our Playbook is a comprehensive listing of initiatives, programs and strategies that support all aspects of bank-brokerage integration and the establishment of an online brokerage. We use the Playbook as our foundation to help clients build long term roadmaps and establish priorities as quickly as possible. Our playbook comprises six delivery priorities, 20 supporting categories and 118 individual plays.
Brokerage Business Management
5 plays
Establish or improve operations for brokerage businesses; focuses on metrics, forecasting, product management and process improvement
Business Model Expansion
6 plays
Add new businesses, expands channel, service and product offerings; large scale business changes.
Online Banking Integration
5 plays
Offer a single entry point and fully aligned experience for clients with both banking and brkoerage relationships.
Online Brokerage Platform
14 plays
Build or improve all aspects of a client facing brokerage website - trading, service and decision support.

Content
5 plays
Create and deploy internally generated and 3rd party content to support client research and decision support needs.
Mobile
5 plays
Extend investing to phones and tablets, integrating with mobile banking if possible.
Business
 
Channel
Channel
Product
Product
Sales
Sales
Service
Service
Regulatory
Regulatory