Solutions for a Smaller Firm

BI-SAM provides a comprehensive software solution for performance, attribution, risk, and reporting for financial services.  Fox Management Consulting was engaged to assess the potential success of BI-SAM’s proposed offering for smaller firms. BI-SAM was provided with a marketing plan that detailed specific short, medium and long-term action items to help reach out to new markets, create a need for their products and acquire profitable customers. Read more.