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STRATEGY & PRODUCT INNOVATION
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Good ideas based on talent and customer demand are not enough to ensure a thriving business. Successful firms connect new business strategy to stellar execution and understand the equal importance of people, process, capital and technology.
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Rothstein Kass Business Advisory ServicesSM understands how inextricably linked strategy and product innovation are to corporate profitability. What’s more, industry consolidations, new competitors and new regulations continue to provide powerful new opportunities—opportunities that can only be seized by those organizations who have implemented streamlined and efficient processes.
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| How We Can Help: |
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Rothstein Kass can assist you in harnessing your existing ideas, augmenting them based on our deep market knowledge to create revenue growth for your company. We foster a collaborative approach that is based on:
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A rigorous knowledge of the financial markets; both buy and sell side. |
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Years of experience working with product managers at global financial services companies. |
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Working in small teams, applying techniques from our Catalyst methodology to effectively connect strategy development to seamless execution. |
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Our Services are designed to take your strategic vision and translate them into actionable plans. They include:
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| Rapid Go-to-Market |
| Our clients either lead the market or quickly follow new opportunities. Slow response or lack of ability to manage operational risk can lead to failure and missed client expectations. We help our clients form small teams, led by experienced consultants, to create quick responses to net market opportunities and lead the way to bringing these new products or services to market. The cornerstone elements of our approach includes: |
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Bringing to fruition a go-to-market process that is suitable to the business environment and the internal skills and capabilities of the firm. |
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Working with our clients’ personnel to validate ideas, design the required infrastructure, processes and capital commitment, and create a roadmap to reach the market within the desired timeframe. |
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Help build the business case for executive management that demonstrates the feasibility of the new business or product, supplemented by outside research, best practices and data, as necessary. |
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| Profitability Analytics |
How can you empower your organization when it comes to customer intelligence and analysis? What do you need to better understand the pulse of your organization— from a financial, operations, risk and compliance perspective — to help guide your decision-making? Rothstein Kass Business Advisory Services has extensive experience and deep insight into how profitability analytics can be optimized for your organization’s benefit. We can help you create a customized, fully integrated framework to do just that. We can assist you not only in improving the quality and quantity of your information but also in enabling information system users to find information as diverse as customer relationship, risk, profitability and compliance data –all in one comprehensive location.
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| Outsourced Services |
Outsourcing remains a viable alternative and cost-effective method of operating in the marketplace today. Companies can outsource everything from IT to HR and other support services. However, to outsource these critical functions effectively, organizations need to understand the commitment, cost, management and service level deliverables that outsourcing entails. Understanding the complexities of outsourcing is imperative to avoid negative ramifications that can impact the growth of your organization. Rothstein Kass Business Advisory Services can help you navigate through these complexities by evaluating whether outsourcing is the right option based on your business objectives. Furthermore, we can assess risks: Regulatory, operational and compliance. From assessment to negotiation and contracts, Rothstein Kass Business Advisory Services can provide the strategic outsourcing services for your business.
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| Start-Up Services |
From identifying and developing back office capabilities to outsourcing IT/operations architecture or providing CFO services, Rothstein Kass Business Advisory Services enables financial services organizations to hit the ground running and seize opportunities for growth and/or expansion. We have worked with many global banks and institutional asset management firms in evaluating their start-up needs and requirements, and we will work with you to establish your critical operations for long-term success.
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| Business Strategy Development |
| Our experienced consultants guide you through the creative, idea-generating initiation through personal and group discussions, workshops, and outside research. We help test and validate the feasibility at each step, and define the scope of what can be realistically achieved. We draw on our experts in operations, technology, risk and finance to ensure that costs, projected revenues and impact to the business are deeply understood before the change process begins. Our business areas of expertise cross all market participants, including broker-dealers, wealth management, prime brokerage, alternative investment, market data providers, banks and custodians, and administrators. |
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