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Baird

OpenText LiquidOffice Helps Baird Achieve Tremendous Productivity and Efficiency Gains

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OpenText solution enhances Baird’s operational efficiency.

OpenText LiquidOffice allows our company to operate with the speed and agility we need to provide superior service to our clients. We can gather all of the necessary forms for the client with the click of a button. We are very pleased with the product’s performance, scalability, and security.

Scott Hanson, Operations Strategic Support Director, Baird

Challenge

  • Reduce the time it takes to on-board new brokers and their clients, and standardize on a solution to assist in other areas of the firm: HR, Operations, Finance, etc.

Product(s)

Value

  • Reduces paperwork and process time reduced from weeks to hours, resulting in a decrease in human-centric processing errors
  • Improves accuracy of accounting, as information is processed and forwarded to correct personnel
  • Establishes full auditing capability: who touched what record when, and what did they do with it

About Baird

Robert W. Baird & Co. (Baird) is an employee-owned, international wealth management, capital markets, private equity, and asset management firm with offices in the United States, Europe, and Asia. Established in 1919, Baird has more than 2,500 associates serving the needs of individual, corporate, institutional, and municipal clients. Baird oversees and manages client assets of more than $171 billion.