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
Establish or improve operations for brokerage businesses; focuses on metrics, forecasting, product management and process improvement
Business Model Expansion
Add new businesses, expands channel, service and product offerings; large scale business changes.
Online Banking Integration
Offer a single entry point and fully aligned experience for clients with both banking and brkoerage relationships.
Online Brokerage Platform
Build or improve all aspects of a client facing brokerage website - trading, service and decision support.
Create and deploy internally generated and 3rd party content to support client research and decision support needs.
Extend investing to phones and tablets, integrating with mobile banking if possible.
Design pricing approaches to deliver specific marketplace positioning and support brand value propositions.
Expand investment product familes offered, and extend existing products into new distribution channels and target segments.
Bank Product Integration
Integrate deposit and brokerage services and pricing to deliver cross-enterprise client benefits and drive new relationships.
Advice & Hybrid Services
Deliver advisory services to direct clients, and direct brokerage features to full service clients.
Move money between bank and brokerage accounts to increase account funding and grow assets.
Establish or improve company position to drive client consideration for brokerage services.
Client Acquisition & Onboarding
Optimize conversion of sales opportunities to drive new account growth & increase funding rates.
Sales Integration & Demand Generation
Drive maximum traffic to sales operation from all potential source properties.
Middle Office Delivery
Compress operations and client service into a single layer for critical, complex or high value functions.
Call Center Delivery
Build or enhance service support structure to meet standard client needs and protect high value relationships.
Efficiently process new account applications while ensuring adequate and accurate recordkeeping.
Establish comprehensive standards and practices to protect firm and client interests; manage compliance implications of new products & channels
Ensure that all email, text chat and written client communications follows established creation and review processes and retention policies.
Establish and administer highly agile trading rules to manage institutional risk and respond to external threats.