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Mission: Provide an independent source of advice to institutional clients on open architecture solutions that enables clients to make informed decisions about strategic and tactical implications of implementing an open architecture environment.
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There are significant business model implications between SMA; UMA; Overlay; UMH. Each is a form of open architecture but they are very different in terms of how your organization's cost structure is impacted. One of the key reasons to look at open architecture is achieve a scalable business model. However, many banks only understand the business model implications after the fact.
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In this environment, you must control your cost structure and make sure you are operating as efficiently as possible. To do this, you must implement a set of solutions that are scalable. Not all applications offer the same potential. WCG has the expertise to help you sort through the vendor's sales presentation.
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If you do not practice, day-in, day-out in the open architecture industry, you will likely pay too much and leave margin on the table when you cut a deal with a vendor.
- Our professional fees are competitive and we disclose and offset our hourly professional fees against any institutional concession we receive from any vendor, to our bank client.
- Winslow Capital Group, LLC (WCG) serves as institutional investment counsel and consultant. We provide our clients a comprehensive open architecture solution. We are independent and are not restricted to any one proprietary product.
- Many banks make the mistake in thinking that open architecture is a product. Instead, it should be viewed as a restructuring of a bank's business model that requires the same attention to detail that any restructuring would entail. We stay with you over the long haul to help assure that you adopt the new business model and avoid the pitfalls that some banks have experienced.
- The marketplace for open architecture is not efficient. Finding the right set of options is not a straightforward proposition. You may only end up talking to the most visible vendors or may not be presented all of the options you should consider. Not having the right vendors or options to compare can result in costly errors. We will bring several solutions to the table that you might not find through your own efforts.
- Our goal is to help our clients reduce the risk of making a mission critical mistake and of suffering the pitfalls that have befallen some banks that were early entrants into the open architecture/SMA marketplace. We can help you, too.
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