Does the role of technology simply reduce costs and increase productivity? A recent report by Fidelity Clearing indicates that there are bigger benefits – including 42% higher AUM and 24% higher compensation for e-advisors (tech-savvy) – this report is an important read and sheds some new light on the value of technology in the advice […]
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We were recently interviewed for an article in Wealth Professional on the subject of Open Banking and how this movement will be a catalyst for digital transformation. I was interested to read McKinsey’s interview of 3 fintech CEOs on the same subject this morning. In order to balance the demands of new regulations and to […]
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At our recent client conference, one of the sessions was on the strategic value of blockchain. We are exploring the application of blockchain with several client applications and in doing so, the same question comes up – what is the strategic value? This article by McKinsey does a great job of positioning its value within […]
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In our recent IE article, we discuss the role that Open Banking will have in transforming financial services to a digital model. At InvestorCOM, we have made investments in a technology architecture called microservices – which enable IT integration with our clients – to deliver content (disclosure documents) and innovation. This concept will be a key […]
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Like many Canadians, I’ve enjoyed watching the drama of the Winter Olympics unfold over the past few weeks. In addition to the stunning skills and accomplishments on display, what captivated me is the story of the journey that athletes take to get there. The competition is just a reflection or celebration of years of training, […]
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Creating a frictionless brand experience by tightly stitching together human and technology interactions is quickly becoming table stakes. Two of my recent experiences in buying a digital TV box, demonstrate how high our expectations have become in today’s time-starved world, and how high the bar has been raised by companies that truly understand this. I […]
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We all know that constantly pushing your employees or your organization is not the best way to get to success, but sometimes this is exactly what is necessary. With that being said, in a recent article, Patrick Lencioni, author of the bestselling book The Five Dysfunctions of a […]
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This report offers some exciting predictions for 2018, led by AI, Blockchain, IoT and Cloud. In our quest to help our clients capture the benefit of these technologies, we are making significant investments in evaluating and implementing technology in these areas. Unfortunately the AI applications that our teams are rolling out are not quite as […]
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This is emerging as a common theme…digital resistance. See the article and report from cgi below which mirrors other recent research and writing from McKinsey and others. It is somewhat hypocritical that FI leadership is so clearly behind digital transformation and yet the FI itself is the primary resistor to change. I had breakfast with […]
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As part of any project initiation phase, a good Project Manager will assess and understand the team formation stage. I am sure most of you have heard the Bruce Tuckerman’s forming, storming, norming, performing and adjourning model. If you haven’t, here is a link to a very informative article with a video; and to add […]
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