Oboe Partners Oboe Partners

Maximize Profitability

Oboe Partners is a consulting firm that specializes in formulating strategies that capture profitable market share and create sustainable competitive advantages for institutional broker-dealers and asset managers.

We are experts at analyzing market positioning and developing strategies, policies, and systems that improve the return on key assets.

Explore Our Industry Thoughts

Client & Sales Strategies

Creating the right growth plan

Profitability Analysis

Understanding drivers of profitability

CRM and Sales Reporting

Technology that changes behavior

Our Team

Our partnership is made up of professionals from sales & trading, investment management, and systems development. We bring to bear our combined expertise to realize value for our clients. Because of our varied expertise within the industry, we understand the full investor value chain which helps us provide unique insights and solutions.

  • We understand the unique requirements for institutional Broker-Dealer sales
    • Importance of collaboration across sales, sales-trading, and research in Equities
    • Importance of reference and historical data across all asset classes
  • We understand what's required to manage large and sophisticated multi-product clients
    • Importance of coordination from sales, portfolio management, and account management.
    • Importance of tracking critical information over the entire sales cycle
  • We understand how investor relations can benefit from a disciplined strategic approach
    • Importance of understanding the market for reliable investor segments
    • Importance of coordinating access to senior management, including managing the broker community
  • We understand why independent research firms are different
    • Importance of delivering a differentiated service to clients
    • Importance of managing different payment structures, including CSA and split commissions

Creativity above all else

Our advice and solutions need to be innovative and unique for our clients to get the most value from our engagement, which is why creativity is our top virtue.

Expertise

Market Analysis, Strategy, Policies, Systems

Client Strategy

We have a deep understanding of the institutional investor marketplace and experience turning that knowledge into actionable plans that increase revenue and market share.

Client Segmentation

Not all clients are the same so they shouldn't all be treated the same. We can help structure your clients into specific segments that maximize your resources.

Resource Optimization

Be it research, sales, client service, or management access, we help you create the right policies and systems to make sure that you are monitizing all your resources.

Profitability Analysis

We have broad experience creating sophisticated profitability analytics that are comprehensive yet intuitive and effective. Our approach is based on proven Activity Based Management methodologies.

CRM Systems

We believe that CRM is not just a technology, it's a management discipline enabled through technology. We have experience successfully implementing CRM platforms that radically change behavior.

Smart Reporting

Having the right reporting system is critical for your team. We not only understand what information is important, but the most efficient ways of delivering that information.

Technology

Client Relationship Management, Analytics, and Smart Reporting

CRM

We have extensive experience with major CRM vendors, as well as experience building bespoke CRM solutions.

  • Contact management
  • Activity tracking for resource management
  • Workflow solutions for multi-stage sales cycles
  • Collaboration solutions

Analytics

We can design and implement analytics solutions that help you better understand your business in real-time.

  • Implementation of OLAP and other analytical software vendors
  • Data and content management
  • Activity-based costing tools
  • Readership analytics

Smart Reporting

There are many ways you can render your information. We can help you define what the best strategies are to get the right information to the right people at the right time.

  • Dashboards
  • Automated email reports
  • Mobile solutions

Contact Us

We'd love to hear from you!

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