SCALABILITY IS NOT ALL ABOUT SIZE

The financial services industry has seen significant change over the last decade. Perhaps retail banking has seen the most change, particularly from a consumer’s point of view. Here technology is at the forefront of a new user experience and radically changing the relationship between consumers and providers. At the other end of the spectrum, we …

GET OFF OF SPREADSHEETS: AVOID FINANCIAL RISK

A quick Google search of “high profile spreadsheet errors” will turn up enough examples to scare any C-suite executive still relying on them, and in recent years, some of these figures have been large (in the billions, not thousands). Simple mistakes made by competent professionals can have significant impact when those calculations are being used …

WEALTH MANAGERS CAN’T HAVE IT ALL…OR CAN THEY?

Life is a series of choices. We’re taught we can’t have it all, that we must pick one thing or another. And with every choice comes an inevitable opportunity cost. Wealth managers face the same predicament when determining and implementing their business strategy. Or think they do. “If we do this we can’t do that.” …

7 Signs of a Decaying Financial Portfolio Management System

Here are the seven signs that will tell you if you have a decaying system and how it must ideally operate: Facing difficulties while managing data due to disparate systems? Maintaining data in different systems or manually moving move data from one system to another will lead to data inconsistency and errors. Is your data …

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