WealthWorks+ A New Wealth Management System
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; […]
3 Ways to Accelerate Your Digital Transformation
Digital transformation is the latest term for the application of technology in your business. Usually this relates to improving the customer experience and/or driving down operating costs by automating processes and commoditising products and services. Every type of business uses technology differently, but there are some core tools that can be applied effectively in almost […]
Event: Digital Transformation Accelerated
Supported by Solitaire Consulting, MBS are hosting Laserfiche workshops in the Channel Islands where you’ll see how this Document and Business Process Management platform can accelerate your organisation’s Digital Transformation through: streamlining of laborious processes using Workflow and Forms; simple yet powerful integration using the Laserfiche Connector; and closing the digital loop by incorporating Digital Signatures […]
Outsourcing – opportunity or threat?
This article will examine the case for outsourcing in the specific context of smaller markets such as the International Financial Centres (IFCs) in the Channel Islands, Switzerland and Caribbean. These centres are characterised by a high cost of doing business, limited pools of skilled labour, restrictive employment legislation and a stringent regulatory environment. All these […]
Effective Use of Technology Seminar 2014
Last week I presented at two business seminars in the Channel Islands, hosted by MBS Business Solutions. The focus of the presentations was on how technology, in particular Document Management, can help solve the key problems being faced by businesses in 2014. A copy of my presentation is available for download, by clicking the link […]
Solutions to key problems facing business in 2014
I’m delighted to be joining Manx Business Solutions to present seminars in Guernsey and Jersey this autumn. Tuesday 14th October, 11.00am at the Old Government House Hotel, Guernsey and Wednesday 15th October, 11.00am at the Royal Yacht Hotel, Jersey We are finding that businesses today face an ever increasing range of issues, including: Regulation – […]
Trust Industry Technology Seminar – a new breed of trust company
Over the last couple of weeks I have had the pleasure to present to over 70 trust industry professionals in Guernsey, Jersey and the Isle of Man. The seminars introduced the concepts of The Agile Trust Company and 2nd Generation Trust Software. Agile Trust Companies are those that are able to provide excellent customer service, […]
