Beta testing
Interested in getting feedback on your new financial services product from an experienced professional? Ms. McNeill knows what a portfolio manager or research analyst wants in a
decision support product. She can provide a full evaluation of your system from the perspective of a novice or a seasoned professional.back to top
Third party review of investment operations
The financial services industry has more than its share of information flow back-ups and communication frustrations. Performance data may not be generated in a timely manner
or trade operations are buried in paper. Time management for key staff is often a critical issue.
Ms. McNeill's experience with both small and large financial services firms combined with her education in management science can help your firm open operational bottle-necks.
With her professionally sensitive communication skills, she
is adept in advising staff on how to allocate their most critical resource - time. back to top
Marketing support
Investment professionals often get bogged down providing the information needed to support the firm's marketing
efforts. Whether it's performance data, fundamental statistics, strategy descriptions, or client/fund updates, Ms. McNeill
can assist your managers and marketing professionals in improving the timeliness and quality of the information needed to retain clients and attract new accounts. back to top
Web design and maintenance
You need a small website which will attract clients and provide them with information about your firm that will differentiate you from the horde of the asset management firms in your competition base. To accomplish this, you'll need to hire
a professional writer/editor and a web design team. An exper-ienced investment writer can probably develop a reasonably
good understanding of your business. But the web designers?
The financial services business probably isn't their bread-and-butter market . Will you be paying for flash when all you
really need is some targeted substance?
Perhaps you should consider working with someone who -
- has extensive experience in the financial services
industry,
- understands the subtle and strategic differences
between asset management firms,
- writes well, and
- can create a professional, visually appealing website.
Web design is a relatively new skill for Ms. McNeill but one
that she has busy developing. In the past year, she has
designed and implemented three websites and made major enhancements to a fourth. If you need to develop a small
web presence (like this one) or add new content to your
website, Ms. McNeill can help you.
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Graphic Design
Ms. McNeill is the general partner of Tobacco Root Graffics,
which she owns jointly with her husband. Although she can't
draw a straight line with a ruler, Ms. McNeill is very handy
with Adobe Photoshop CS2 and Microsoft Digital Image Pro. (These skills are extremely useful when developing the visual characterics of a website.) With the exception of the greeting cards and characters, Ms. McNeill has developed all the firm's
graphic work using her own digital photo resources. back to top |