Posts by: Rob Erman

Q&A with Eagle’s Robert Erman

Rob Erman, Head of Global Professional Services, Eagle Investment Systems


Eagle Investment Systems’ Head of Global Professional Services shares implementation best practices and highlights on how clients can get the most out of their solutions.

Q. You’ve been with Eagle for nearly a decade now as the Head of Global Professional Services. Can you discuss what that role entails?

A. Over my tenure at Eagle, we have seen our business grow and the expectations of our clients rise dramatically.  With our leadership in the industry, clients expect us to help them improve their operation by implementing our technology. I oversee a team of more than 200 people and we work diligently to ensure we have an optimized and repeatable implementation plan, so when clients sign on with Eagle they understand not only how to use the software but also how to fully leverage the power of the Eagle platform. We’ve done this hundreds of times, so we are able to steer clients down the right path with sound proven ways of doing things. Within Eagle, I want to make sure my team is communicating daily and sharing best practices, because that institutional knowledge is incredibly valuable to clients and can really accelerate their time to value.

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Are you ready to support IBOR?

Rob Erman, Managing Director, Head of Global Professional Services, Eagle Investment Systems


There has been a lot of press surrounding IBOR and as my colleague Marc Firenze mentioned in his article in Wall Street and Technology, achieving an accurate and consistent IBOR can prove elusive for some investment management firms. Assuming that they get past the daunting task of defining what IBOR means to them, they need an actionable plan to implement that solution. In our experience, the implementation can be achieved by holding key constituents accountable and monitoring their readiness. Since quality data is the foundation for these types of initiatives, we have developed a data-driven readiness assessment based on six key pillars. Read More…

The Art of Successful Software Implementation

Rob Erman, Head of Global Professional Services


As we enter 2014 and reflect on 2013, I am extremely proud of Eagle’s accomplishments and industry award recognition. None of this could have happened without the support and collaboration of an outstanding group of clients and partners. In a year where we worked with over 100 clients who wanted to implement or extend their use of technology, it is clear that the industry is changing. Clients are no longer looking to simply install new software. They are looking for advice, guidance and best practices associated with growing their business and managing the regulatory environment. Read More…

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