Investment advisors outsource to service providers to help run a more efficient practice. But what happens when a service provider harms your business? It’s more common than you think – and the costs of a vendor mistake can be shockingly high. From software outages that frustrate clients to inept providers that lose data, the wealth management industry is filled with horror stories.
But it doesn’t have to be this way. A strong service provider program can help protect your investment management firm from costly service provider errors and excessive expenses.
Download the eBook to learn:
- 5 ways service provides/vendors can cost your vendors
- Tips to prevent costly vendor mistakes
- 4 key steps of vendor management
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