Review: CRS Audit Assessment Event
In this post I am reviewing a recent event on CRS Audit Assessment, held in Guernsey to mark the launch of the partnership between Centenal Legal Technology and Fusion Systems. A relationship that has been established following my introduction of these two technology companies Guernsey and Singapore. The main purpose of the event was to […]
A Review of Core Systems for Trust Administration & Corporate Services
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 […]
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 […]
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 […]
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 – […]
New Year, New Office in New Street & New Opportunities
Here we are at the end of another busy year, which I hope has been as successful for you as it has been for me. Despite the difficult trading conditions, particularly at the beginning of 2012 the year has turned out very well overall. I am now looking forward to another exciting year with lots […]
