Andrew Teasdale has acquired vital systems and business process expertise over the years. He has also solved the three key wealth management business and service process problems. How to integrate, automate and personalise the structure, planning and management of assets relative to the structure, planning & management of personal liability profiles over time. How to centralise and automate the delivery and management of segregated, personalised asset management. How to simply manage the complexities of personalisation at the portfolio management level in risk/return and liability space.
With much of the financial service's world being distilled into software systems, the ability to understand their structure, content and relationship with the service and business process is key. It is what lies beneath the glossy marketing promises that is important. Having developed three levels of systems and different levels of business and service process integration, TAMRIS's expertise is difficult to equal. Further information on the importance of systems and businesses processes in the wealth management industry can be found in this site. |