Operations Management


The Path to Greater Operational Efficiency and Profitability

Our experience in reviewing more than 100 broker-dealers enables your operational teams to tap into our expertise and workflow tools to improve operational efficiency. Albridge helps operations professionals better manage their responsibilities by identifying areas for improvement, benchmarking key operating metrics, streamlining workflow and automating key processes.

Our solutions and expertise can help you gain:

  • Operational efficiency, by reducing the number of staff needed to process and review business
  • Better service, by improving transparency and speed of business processing
  • Straight-through processing from the field, to home office and direct it to the authority manufacturers
  • Lower mailing and courier costs
  • Fewer not in good order (NIGO) transactions
  • Reduced costs resulting from processing errors
  • Lower technology infrastructure, licensing and support costs with a fully hosted, turnkey solution

Solutions

Albridge Document Management

Support firm document retention guidelines or to meet investor requests in real-time, our document management solution can help back-office associates and investment professionals need access to documents-on-demand

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Albridge Data Warehouse

Eliminate information silos scattered across the company, while protecting the security and integrity of data by centralizing many types of data into one enterprise repository.

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Intelligent Dashboard™

Monitor your firm's key performance indicators and make fact-based decisions on your tactical and strategic objectives.

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Success Stories

  • Workflow Solutions Create a Scalable Business

    Case Study: M&T Securities

    M&T Securities expanded its presence and introduced new products and processes into the brokerage operations. As its product and client base grew, so did the amount of labor-intensive manual processes. The M&T Securities management team engaged Albridge to examine workflow and develop recommendations to improve efficiency.

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