Implementation Services for Seamless Deployment
Charles River's implementation experts provide clients with a structured approach to achieve successful cloud-based deployment of the Charles River Investment Management Solution. By conducting a thorough assessment of the client's current situation, including data requirements, workflow considerations, 3rd party integration needs, geographic distribution, and existing system technology, the implementation team ensures a smooth transition. Working closely with the client, the team defines an implementation framework and tailors a project plan for optimal results, ensuring high-quality outcomes delivered in a timely manner.
Consulting Services for Ongoing Success
Charles River's Consulting Services are designed to support clients in maintaining alignment with evolving business needs while enhancing efficiencies, productivity, and performance across their investment management infrastructure. Consultants bring extensive project expertise in various product knowledge areas such as workflow improvement, deployment of new capabilities, compliance rule set up and optimization, systems integration, specialized reporting, and technical audits. By collaborating closely with clients, consultants identify best practices to maximize the value derived from Charles River IMS, ensuring ongoing success and growth.