Protecting your company’s intellectual property and information assets are key responsibilities of the Board of Directors. Cyber Security Awareness training is an important part of this.
Blog
WealthWorks+ – New wealth management system or refresh of a legacy product?
WealthWorks+ is being launched next month in the Channel Islands. It is described as “a brand new platform for private client professionals, built using the latest in responsive web technology”. Ever since Microgen Financial Systems started to buy up its smaller competitors, I’ve been arguing that there is a gap in the wealth systems market; […]
Where are you on your Digital Transformation journey?
What is Digital Transformation? The term Digital Transformation is used all over the place these days, with little agreement on what the term actually means. In this post I will describe what I believe the term covers. I will also describe the phases an organisation must go through on their transformation journey. Originally, digital transformation […]
EVENT: Digital Transformation – a practical guide
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 […]
Introducing 3CEPS: A revolutionary and unique data extraction process
I have recently been introduced to 3CEPS via a client of mine in the Cayman Islands, who are using the software to streamline and automate their business. They have been able to grow their business without taking on new staff by using 3CEPS to automate transaction input for their trust administration and custody business. This […]
5 Fundamentals for a successful project
I am often asked about what makes a successful project, so I have put together these 5 fundamentals, which are, in my opinion, the most important aspects to managing business projects. I can’t guarantee your project will be a success, but I can definitely guarantee it won;t be if you don’t have these basics in […]
