- Do you consider relationships to be an asset
to your organization?
They are more than just financial. Your assets are also
the relationships you have both internally and externally.
A.R.M.S. is a financial asset management system designed
especially for use in financial institutions to reveal the
barriers that prevent achievement of your organizations
full potential. A.R.M.S. can be used either as a stand-alone
product or in combination with other business development
processes.
Below, you will find broad strokes on the steps we take to
assist you in getting your ARMS around the challenges
preventing success in your organization.
The A.R.M.S. Process
- Defining the Financial Planning/Asset Wealth
- Management Business
- Determination of Current Position
- Policies
- Examination of Current Processes
- Examine Organizational Design
- Examine Metrics & Reporting Capabilities
- Technology Examination
- Examination of Budgets
- Examination of Marketing
- Examination of Corporate Culture
All of the above are analyzed and assessed with consideration
given to the firm's corporate culture, competition, and industry
best practices. Based on this analysis, a recommended
strategy is selected, and appropriate changes to policies,
process, organization design, etc. are developed to support
the strategic direction and goals of the firm.
As part of developing the "as is " model, fiSMART conducts
surveys and focus groups with employees in various roles,
including those in senior management, product management,
sales management, advisors, and field support staff.
