Resolving Operational Issues Uncovered During Acquisitions and Transformations

Oyster Stew - A Broth of Financial Services Commentary and Insights

05/28/20 • 8 min

Trying to resolve issues and improve operational efficiency by aligning people and technology can lead to unexpected problems and mixed results. Whether your firm leadership wants to evaluate how the firm is running, the firm has recently undergone a merger or acquisition or is experiencing errors, losses or attrition, an Operational Assessment can increase efficiency, save your firm time and even improve your internal and external client and corporate experience.
In this episode, Oyster Associate Director MJ Phillips discusses a variety of operational issues that can be uncovered during a merger, acquisition or transformation, and how outsourcing an operations specialist to preform an operational assessment can help resolve the issues to make firms more efficient and enhance their client service.

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05/28/20 • 8 min

Oyster Stew - A Broth of Financial Services Commentary and Insights - Resolving Operational Issues Uncovered During Acquisitions and Transformations

Transcript

Elizabeth Gatlin00:00:05.299

Welcome to this week's serving of Oyster Stew, a mix of financial services, commentary and insights. Each week we'll discuss what is happening in the industry based on what we see as we work with regulators and clients. We hope you come away with the knowledge and tools to help you make the best decisions for your firm's future.

Elizabeth Gatlin00:00:23.989

As we continue to produce our p odcast from home wi

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