Wealth Management Case Study: Brown Brothers Harriman and Adhesion Technologies

November 1, 2002

Abstract

Boston, MA, USA November 1, 2002

Founded in 1818 and headquartered in New York, Brown Brothers Harriman (BBH) is the oldest private bank in the US. BBH focuses on providing various products and services designed for its high net worth and institutional clients.

This case study examines BBH痴 US Private Client Group (which serves the wealth management needs of high net worth clients) and its endeavor to launch a Web-based wealth management solution that could duplicate BBH痴 offline status as a well-respected private bank. The study looks at the entire vendor evaluation process undertaken by BBH and how it came to decide on Adhesion Technologies as its major third-party vendor for the entire project. The study also describes the actual implementation process and BBH痴 assessment of its on-going relationship with Adhesion Technologies.

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Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

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Table of Contents

 

Boston, MA, USA November1, 2002

Wealth Management Case Study:  Brown Brothers Harriman  and Adhesion Technologies

Return to report Abstract

 

INTRODUCTION 3
ADHESION TECHNOLOGIES 6
BROWN BROTHERS HARRIMAN 9
  Background 9
  Vendor Evaluation 9
  Implementation 10
  Final Product 11
LOOKING AHEAD 13

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