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Three impactful ways that investment banks can bolster client centricity
As traditional revenue streams face headwinds and cost pressures are ever present in investment banking, knowing your clients and harnessing their value are increasingly critical for delivering...
View ArticleFinancial cybersecurity breaches: Planning for “when,” not “if”
One in three targeted cybersecurity attacks is successful, according to a recent Accenture study. The same study illustrates that despite companies’ increasing spend in the area—from US$84B globally in...
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Customer experience transformation: How the masters play to win
Accenture’s 2015 B2B Customer Experience Research revealed a number of interesting insights into client expectations in business-to-business situations. Three, in particular, stood out to me for the...
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Collaboration with fintechs is key to getting innovation right
Historically, the investment banking industry has prided itself in making innovation a priority and being an early adopter of new technologies. More recently, the rise of financial technology (fintech)...
View ArticleAccenture Tech Vision 2017: Power to the people
From the Internet’s debut to the advent of smartphones, technological changes in the last few decades have completely transformed how we live, work and do business. The pace of change doesn’t show any...
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T+2 settlement is finally here – mark your calendars
Shortening the settlement cycle for equities, corporate and municipal bonds, ETFs, and certain mutual funds is once again top of mind due to a recent amendment from the US Securities and Exchange...
View ArticleAsset Managers: Cyber Attack Simulation Testing
The May 2017 WannaCry ransomware attack caused havoc to computer systems around the world. In response to this incident, the Security and Exchange Commission’s (SEC) Office of Compliance Inspections...
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Addressing the wealth management gender gap
As I talk to clients around North America, many increasingly mention the growing number of women investors. What is surprising to me: many firms I speak with have not yet fully determined how to flip...
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Investment banks, chart a new course in location strategy
Today’s global financial landscape presents investment banks with ever-evolving challenges through market pressures and regulatory requirements. As they strive to remain competitive, investment banks...
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Women do wealth differently
As you may have read in my previous blog, women are fast becoming one of the most important client segments for wealth management firms. But for decades, women have been making do with wealth...
View ArticleIs Asset Management Like Making Music?
The beat goes on…. Remember vinyl records? How about music tapes and CDs? Are they relics? Perhaps they are on their way, according to “Global Music Report 2017.”[1] From 2005-2015, revenue from...
View ArticleAccenture Tech Vision 2017: Five digital trends in capital markets
As we discussed in my last blog, this year’s Accenture Technology Vision report emphasizes the importance of making technology work for people. Based on our global survey of business and IT executives...
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New voices on wealth management
Any successful wealth management leader is backed by a solid team. I’m no exception. I truly enjoy the conversations I have with all of you through our wealth management blog, but I need to share the...
View ArticlePrepare your advisors to capitalize on the wealth management landscape
The wealth management industry is rapidly changing with the rise of the digital era, the emergence of the next generation of clients and evolving regulations. In order to thrive in this dynamic...
View ArticleHow much outsourcing oversight is too much?
If you’ve ever outsourced an aspect of your operations—and who hasn’t—then you’re no stranger to the question of oversight. Most asset managers turn to external service providers as a way to free up...
View ArticleJoin me at the In|Vest Conference to discuss the ins and outs of hybrid...
Tell me you haven’t heard the term “hybrid advice” mentioned in at least one work-related conversation this week. I’ll be amazed if you can. Hybrid wealth management is a hot topic, and it is only...
View ArticleMergers & Acquisitions for Asset Managers
Over the past 18 months, a flurry of mergers and acquisitions (M&A) has taken place in the asset management industry. During 2015 and 2016, there was a 400% increase in the number of deals in this...
View ArticleFinding your place: Location strategy in a post-Brexit world
Negotiations are underway. On Monday 19 June—almost exactly a year after Britain voted to leave the European Union and nearly three months since the UK Government served its formal Article 50...
View ArticleFintech and Wealth Management: A Collaboration Opportunity
It’s been overwhelming for wealth management firms to get their arms around the fintech world. We think collaboration is the way to go because there’s a real opportunity to reduce the cost of...
View ArticleGetting smart about artificial intelligence
Once the domain of fantasy sci-fi flicks and academic theorists, artificial intelligence (AI) is increasingly part of our everyday world. Intelligent machines can now drive cars, challenge chess...
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