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Tag: Industry

Technology Automation or Augmentation?

Blog January 27, 2020

The Forces of Technology: Automation and Augmentation We are starting to see the signs of a major technology shift in wealth management that is being driven by two factors: automation and augmentation. Automation refers to the replacement or total disruption of human tasks and processes, while augmentation is about enhancing human expertise — such as […]

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Solutions for Client-Focused Reforms

Blog November 11, 2019

With the recent publishing of new Client-Focused Reform regulation, advisors and dealers are challenged with a new compliance obligation.  Our IE article this month provides some background on the reg and strategies to remain compliant. With the recent publication of new client-focused reforms (CFRs) on Oct. 3, advisors may be considering how they will meet yet another […]

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Angus Reid Survey shows millennials are more likely to invest with Robo Advisors

Blog March 7, 2019

In what might be an obvious conclusion, the younger the investor, the more likely they will invest online.  What is interesting about this survey is that the 18-34 demographic is three times more likely to use a robo-advisor than many of their parents who are 55 years+.  Matching this data with the fact that we […]

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The Digital Flywheel funds Digital Transformation

Blog November 12, 2018

This McKinsey article highlights some challenges and opportunities with digital transformation in the banking sector. One of the most disturbing findings in this article is that “nearly 50 percent of global banks say that their latest digital investments are failing to generate returns greater than the costs of capital.” We have had a number of […]

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The Strategic Value of Blockchain

Blog July 22, 2018

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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Foster Innovation for a Better Tomorrow

Blog June 5, 2018

Rethink Failure “Success is not built on success. Not great success. Great success is built on failure, frustration, even catastrophe.” – Sumner Redstone The “fail fast” philosophy has been prolific among lean startups.  The concept is simple – cut losses early when you find something that isn’t working and pivot to an alternate approach.  However, […]

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Dealing with Adversity

Blog February 27, 2018

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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AI supports human decision-making, it doesn’t replace it

Blog February 5, 2018

When we launched our Publisher/AI solution earlier this year, we realized that Artificial Intelligence will only solve part of the problem.  With our solution there is definitely the need for humans to complete the “last mile” of the solution, whether it is Natural Language Generation or French translation.  We anticipate that there will be more […]

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Giving Digital Strategy a Little Push

Blog February 1, 2018

              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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Diversity Report Card: Call to Action

Blog January 17, 2018

By now we are all familiar with the refrain that gender diversity at senior executive and board levels leads to better decision-making and superior corporate performance.  There is a growing body of evidence that points to this conclusion, including a 2015 MSCI ESG Research report, concluding that companies in the MSCI World Index with strong […]

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