A 2019 review of leading information management systems serving offshore wealth management firms Updated on 25 March 2019, following Microgen demerger announcement. If you are a regular reader of my content, you will be aware that my main area of focus is offshore trust administration and corporate services (TA&CS). I often get asked, which is […]
Jersey
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; […]
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 […]
NEWS: Launch of PragmaticChange
I am pleased to announce news of a new venture I have co-founded, called PragmaticChange. PragmaticChange is a collaboration of independent and established consulting professionals across the UK, Ireland and Channel Islands. We are currently eight members, but are looking to grow over the coming months. We believe that by working together to combine our talents and […]
