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Actionable Strategies Invited To National Financial Consultant Forum

10-20-2011 04:37 PM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Actionable Strategies

Actionable Strategies CEO Jeffrey Wu

Actionable Strategies CEO Jeffrey Wu

Actionable Strategies, a boutique consulting firm serving clients globally, was part of an exclusive group of consulting firms invited to a forum on the broker/dealer and RIA market. Actionable Strategies CEO Jeffrey Wu discussed emerging financial industry trends, regulatory impacts, technology solutions and competitive landscape responses such as data aggregation and mobile touchpoints. The forum was attended by consulting firms around the country that work with broker/dealers, registered investment advisors and correspondent clearing firms. The event was hosted at Fidelity Investments Center for Applied Technology in Boston.

“Actionable Strategies was asked to provide insight into market trends and discuss non-confidential observations from our client base. We noted that continued sideways movement in domestic equities is driving strategic evaluation of other asset classes and international footprint”, explained Jeffrey Wu, CEO of Actionable Strategies. “Regulations such as Dodd-Frank and liquidity impacting mandates drove trading related actions in both processes and systems. However, uncertainty shortened planning horizons and recalibration of plans is ongoing. Annual plans are no longer locked which results in some thrashing in implementation project portfolios.”

Participants discussed macro trends in the market including volatility in fixed income markets that also impact equities. Changes in the broker/dealer industry were covered in detail. “The composition of broker/dealers tied with a shakeup of the competitive playing field in the clearing business will lead to significant landscape changes in the fully disclosed market”, noted Jeffrey Wu. “Niche providers will continue to seek opportunities to add value and partner with clearing providers who may eventually become direct competitors. These fluid market dynamics are testing the agility of many participants. On the product side, we are seeing mobile touchpoint continue to attract additional investment with the retail channels driving innovation back into institutional platforms.” The continued growth of RIAs as well as expanding requirements for hybrids are necessitating investments in both business and technology infrastructures to support evolving correspondent business models.

Technology was a prominent topic covered at the forum with workflow and data aggregation the most important platform issues. “Our work in master data management (MDM) provides unique insight into the processes around legal entity identifiers and supporting multiple hierarchies and account relationships. RIAs and hybrids have greater demands around flexible hierarchies that go beyond simple householding. Our experience with both the buyside and vendors in the space helped us provide unique perspective to our clearing firm clients. We look forward to continuing to help them forge winning market strategies.”

For further information:


Actionable Strategies is a boutique consulting firm with a unique perspective of solution offerings and thought leadership. The firm specializes in key items on the executive agenda and solutions that drive performance improvement, lower total costs and manage risk. From enabling revenue growth to improving margins across an enterprise, the focus is on aligning process and technology to business impacting needs. By applying best practices and cross industry experience, the firm enables clients to formulate winning strategies and execute them effectively. Consultants at the firm have proven themselves in business strategy, globalization, alignment, turnarounds and M&A. The firm has created the operational organizations, processes and technologies to provide competitive advantage, market agility and global scale.

Actionable Strategies
Dominic Gammarati
70 West 40th Street
7th Floor
New York, NY 10018

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