POINT of View

Conveying a POINT of View: BridgePoint is an Active Contributor to Industry Thought Leadership

Featured Articles, White Papers and Case Studies

State IRAs Provide Opportunities for Financial Services Organizations

State IRA Point of View

Learn more about provider opportunities with state-mandated IRA programs.

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Establishing Lasting Customer Experience Strategies

Investment News Article Dec 2015

Read BridgePoint’s paper on building customer experience strategies.

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Additional Articles, White Papers and Case Studies

ARTICLES AND WHITE PAPERS

Financial Services Organizations are Poised to Benefit from Legislative Movement in Multiple Employer Plans

Game On: Best Practices in Product Management

Thriving in Uncertain Times

Fixing a Broken Model

Finding a New Point of Equilibrium

Turn the Tables of Recordkeeping Commoditization into Your Competitive Advantage

The Power of Putting Customers at the Center of Your Business

An Operating Model Recipe for a Changing Industry

Forming Ensemble Advisor Teams

CASE STUDIES

A Study of Effective Onboarding

The Perfect Storm

Technology Last

Greenfield DC Platform

Creating a Holistic Client Solution through Integrated Advisor Teams

Improving Advisor Sales Effectiveness

Optimizing the Customer Contact Center

Implementing an eDelivery Strategy

Improving Investment Management Marketing

Increasing Marketing Effectiveness to Meet Internal and Client Marketing Demands

Improving the Participant Distribution Process

Improving the End-to-End Onboarding Experience

Improving Sales Effectiveness

Recognizing Lost Revenue Through the Improvement of Customer Billing Processes

Advancing Acquisition Capabilities