Tim Rosa Associates is committed to helping investment companies and financial management firms protect profitability and demonstrate compliance with regulatory requirements such as the Sarbanes-Oxley Act. We do this by creating resounding messages and compelling communications materials that help our clients differentiate themselves in a crowded marketplace. We also provide support in their efforts to demonstrate ongoing compliance with regulatory requirements of the U.S. SEC and other institutions.
Take a look at what we've accomplished for some of our recent financial services clients:
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ACTIONS
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RESULTS
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Wrote a technical white paper for a new online transaction processing (OLTP) solution.
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Boosted Fidelity's sales by helping them communicate the technical value of their new OLTP solution.
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Developed single-source online and printed documentation for an in-house Portfolio Trading System.
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Simplified PTS system documentation to help investment managers focus on investing, not software.
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Created a cost-to-build calculator for the sales team to compare costs of building versus buying a Web services billing system.
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Helped Metratech sales more clearly communicate to customers the advantages of the company's solution.
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Wrote an executive brief on Sarbanes-Oxley compliance that was sent to C-level executives in the financial services industry.
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Helped Providus improve the response rate of their direct marketing campaign.
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