Decision Point Partners Information

Decision Point Partners (DPP) is a Financial Services Management Consulting organization, unique with our collective 50+ years’ experience and expertise; derived from our team’s senior positions and accountability at broker/dealers, clearing/custodians, asset managers and technology providers. As leaders and doers, we embrace our industry changes, developing efficient, effective and profitable solutions that fill our clients' full Wealth Management needs. Most importantly, these solutions take into account the pitfalls that can arise as well as the steps necessary to retain clients and colleagues through challenging transitions. WHAT WE BRING: In-depth analysis and understanding of your firm, your goals, culture and business model. We develop strategies to help you attain your end-state goals, while managing advisor and client transitions and firm resources. A combination of strategic and tactical approaches yields a positive transformation experience allowing broader and faster adoption of technology changes by the firm and advisors, bringing a better client experience. The practical experiences of owning, managing and executing numerous transformations in the financial services industry gives us the first-hand knowledge of effecting change and maximizing on resources to drive the best client/advisor experience and deliver on productivity. DPP’s involvement in all projects is always based on the same fundamentals: ASSESSMENT & ANALYSIS What is your current state? What can we improve? RECOMMENDATION How can we help you achieve maximum value? IMPLEMENTATION How can we execute and integrate new process without disrupting clients? OUR CONSULTING FOCUS: Fintech Integrations Digital Wealth Solutions & Transformation Registered Investment Advisors (RIAs) Independent Broker Dealers (IBDs) Asset Managers Advisory (Wrap) Platforms Custodians DOL Fiduciary Rule