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Digital transformation for wealth management

 digitalisation and technology enabled change
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EVENT: Digital Transformation – a practical guide

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Where are you on the Digital Transformation Roadmap?

We are all bombarded by Digital Transformation stories – stories of businesses achieving amazing things through technology. They often seem remote from the day-to-day reality of demanding customers, operational workloads and rising regulatory burden.

MBS are hosting two events in the Channel Islands this month, where they will offer a practical guide to digitally transforming your business, based around a number of tool sets they specialise in.  MBS  work with over 300 clients operating in 39 countries. They deliver tangible improvements in business performance through proven, leading technology solutions in practical steps – real Digital Transformation. Most of MBS clients are in the offshore financial services sector, including many in Guernsey and Jersey.

MBS is helping clients achieve substantial business benefits through Digital Transformation

MBS help their clients to grow revenues and reduce costs by:

  • Achieving paperless working, increasing staff productivity, management control and demonstrable regulatory compliance;
  • Automating business processes, increasing speed and accuracy of service to clients while reducing costs; and
  • Increasing business intelligence to enable further business improvements.

One client raised productivity by 14% (the equivalent of one hour a day) across the organisation. Another has doubled new business in a year, by reducing the new business process time from several days to minutes, increasing conversion rates and customer satisfaction.

Free Digital Transformation Workshops

If you would like to see a practical guide to Digital Transformation, please join us for this free workshop on 23rd October in Guernsey, or 25th October in Jersey. Click the button below to register for either event.

Register for Event

 

Both events start at 10.00am and will be finished by 2.00pm, which includes lunch.

Tuesday 23rd October at The Old Government House Hotel, St Peter Port, Guernsey

Wednesday 25th October at the Royal Yacht Hotel, St Helier, Jersey

Solitaire Consulting has been working with MBS for several years, supporting their clients implementing MBS technologies, including Laserfiche ECM, a leading document and content management system. Solitaire Consulting provide services before, during and after a digital transformation project to ensure your business achieves the desired outcomes and benefits from your investments in technology.

Related posts:

laserfiche and mbs adA Practical Guide to Digital Transformation in Wealth Management Event: Digital Transformation Accelerated connectionsWhere are you on your Digital Transformation journey? 3 Ways to Accelerate Your Digital Transformation

About Paul Every

I specialise in 'technology enabled change'; helping clients in offshore financial services and related sectors, obtain greater value from their investments in technology.

My clients choose to work with me because I am a pragmatist; I recommend and deliver solutions that can be easily implemented. You also get what you see - I will define what you need and it will be me who is on site helping you deliver your change.

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