Top productivity tools our clients are using
Today, I will delve further into this topic by exploring some of the productivity tools used by our clients, including cutting-edge FinTech and RegTech products. While they may not align directly with your business, the underlying principles undoubtedly cross industries, providing you with inspiration on how to streamline and enhance your own business operations. Microsoft […]
Productivity tools to improve efficiency and enhance customer service
In this article I’m going to start by exploring some of the productivity tools we utilize in our business and how they contribute to enhancing productivity and overall customer experience. Microsoft Teams Microsoft Teams is not just a virtual meeting tool; it is a comprehensive collaboration platform within the Microsoft 365 ecosystem. It offers a […]
Top 3 tips for working during the summer
Holiday time is not just about relaxation, it also gives us the opportunity to reflect and gain a fresh perspective on our personal and professional lives. As professionals in the northern hemisphere, we are well aware of the slight decrease in activity that occurs from the 3rd week of July to the 1st week of […]
TrustQuay Forum 2022
TrustQuay Forum 2022 was held on 11 October, on the top floor of the iconic Royal College of Surgeons in central London. It was, by anyone’s standard, a great success. The event was attended by over 100 delegates coming from across TrustQuay’s client and prospect base of the trust, corporate services and alternative fund administration […]
Why is your team not more productive?
Smarter Not Harder (SNH) have been working with clients to improve productivity and well-being for more than 15 years. They have overwhelming evidence suggesting there are 11 barriers to achieving this. 11 things that might be holding you back. How many of these apply to YOUR employees? Solitaire Consulting has partnered with SNH, introducing their […]
How to run a Project Review
Last month my team facilitated a review of a project we’ve been working on for most of the year. Whilst the project is far from finished, we have reached an important milestone in that one of the new technology platforms has gone live across the business. With still much work to do in future phases […]
Remote Project Management: Does it work?
Remote project management is not new, but does it work? I have been remotely managing projects on behalf of my overseas clients for over 10 years. However, the last 2 years have placed additional pressures on all of us, so in this post I am going to describe Solitaire Consulting’s experiences and lessons learnt. The […]
Change Management Tools: The House of Change
This article comes from Solitaire Consulting Associate, Tim Rogers MBA There are lots of models for change management that have developed over many years. Not all will work in all situations so it is essential to have several tools in your toolbox and select the right one for the right situation. The House of Change […]
Accelerating digital innovation in wealth management
The recent publication of the Future Focus report by financial software business, TrustQuay, highlights a number of areas where the trust and corporate services industry needs to innovate. In this article I will look into this report in more detail and comment on their findings. (A summary of the report can be found in my […]
Why Electronic Signatures should be the norm
In a world where so much is now digital are you still relying on ‘wet ink’ signatures? Whether you need to get signatures from clients, or you have internal processes requiring a signature, there are likely to be many benefits of going digital. Writing this article in April 2020, the majority of your colleagues and […]
