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(1). How Ops or Tech tells you they have no interest in doing whatever it is you want them to do.
“Hmm … so, you’d like us to take over the quarterly account performance metrics reporting … well, I think the first step is for us to conduct a level of effort analysis to see if we are able to resource that … we’ll get back to you ….”
(1). In finance, a term used to describe client assets currently managed by the firm. Usually used during sales staff meetings to encourage employees to get their existing clients to increase the size of their relationship with the firm, often through cross-pollination.
(1). To replace a system your company currently licenses with one your tech guys build themselves. Get ready for a buggy UI!
“So, we’re looking to in-house our general ledger system. Dipal said it would take six months and cost about half a million bucks. So, I’m prepping for about an 18-month turnaround with a budget of about two million bucks.”
