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The ‘NEW’ Product, Price, Placement and Performance
It has long been said that the asset management industry’s keys to success were grounded in Product, Price, Placement and Performance. The firm that consistently hit on all could expect to win in the...
View ArticleGetting Ready for T+2: A Self-Evaluation Quiz for Capital Markets Firms
As we talk with US capital markets firms about T+2 settlement, we find varying degrees of preparedness. Some firms—particularly those with European operations and T+2 experience—see a fairly...
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Virtual workforces: The dos and don’ts
In my last blog on virtual workforces, I introduced the idea of an automation spectrum and encouraged you to find your organization’s place on that continuum. For many capital markets firms, the next...
View ArticleAddressing the Anti Money Laundering Challenge: Characteristics of Successful...
All eyes are on the up and up. Meaning: Federal and even state governments’ scrutiny of Anti Money Laundering (AML) and Know Your Client (KYC) initiatives at asset management firms and service...
View ArticleCybersecurity for wealth management firms: Are you tailoring for your...
It seems every boardroom conversation I have recently touches on a challenge that crosses industries, but is particularly top of mind for wealth management companies: cybersecurity. It’s no wonder,...
View ArticleTop five capabilities for wealth managers
The last 24 months have seen some key developments in the digital wealth management experience. Not least is the rapid change in capabilities that were considered “leading edge”—what was top of the...
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TARGET2-Securities: Where we stand today
In March and April of this year, Accenture surveyed senior-level representatives from banks of all sizes with operations based in Europe. As the industry enters into the final phases of...
View ArticleDeveloping a Data Management Strategy… Make that an ‘Effective’ Data...
For asset managers, the processes and resources devoted to data management have evolved in the last decade. Thanks go to: better technology, increased budgets and executive level support. That said,...
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TARGET2-Securities: The access model debate
In my previous post on TARGET2-Securities (T2S), I touched on top-level highlights from a recent Accenture survey of Europe-based banks. That survey also revealed interesting results regarding access...
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Blockchain is changing the face of wealth management already
It should be getting easier for your clients to do business with you. And yet, when prospects are courted by wealth management firms, the final handshakes get complicated. They are still asked for a...
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TARGET2-Securities: The asset-servicing decision
After reviewing high-level results from a recent TARGET2-Securities (TS2) survey of Europe-based banks and diving into T2S access models, today we’re taking a closer look at asset servicing. When asked...
View ArticleSmart Contracts: How can you harness their power in Capital Markets?
The power of smart contracts in Capital Markets is undeniable. Although definitions can vary, they are essentially programmable contracts defined with computer code that can automatically facilitate,...
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Discovery should be a two-way street when onboarding clients
Read the report. As I mentioned in a previous blog, moving to digitally assisted discovery is a matter of priority for firms as they look to improve onboarding. Discovery has traditionally been focused...
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How millennials are reshaping talent management in investment banking
Today, between 60 and 65 percent of employees across the workforce are older than 40, with millennials accounting for a majority of the remainder.[i] In three to five years, those percentages will...
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New York City is the fintech spot to watch
All signs suggest that we’ve entered into a golden age of fintech. Technologies like robotics, cloud computing and data analytics are accomplishing things that would have been unthinkable just six...
View ArticleSmart Contracts: The Debate Around The DAO
In my last blog post, we examined the pros and cons of smart contracts in the context of capital markets. Today, we are taking a closer look at what happened with The DAO in particular. This is...
View ArticleThe benefits of expanded mobility for wealth management
I recently wrote about mobile first—how wealth management firms are turning to mobility as a key advisor tool. Mobility now underpins an active practice with an eye on changing client demands, as...
View ArticleDistributed agile teams are hard to beat
I recently wrote about agile and how I am seeing more of our Wealth Management clients adopt this way of working. As we move along the agile spectrum, a more advanced form that clients are keen to...
View ArticleEnsuring the Request for Proposal Gets You the Right Service Provider
A business development professional at a large global service provider recently asked me: “Why do asset managers spend so little time on such an important decision as outsourcing the back or middle...
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Winning at wealth transfer: 3 ways to keep millennial heirs on board
By now, we’ve all heard the stats: Baby Boomers are getting set to transfer as much as $30 trillion in assets to their heirs.[1] Between 2031 and 2045, 10 percent of all US wealth will change hands...
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