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 […]
Technology
Top 5 buying factors for Enterprise Software
Whatever size business you are, selecting the right enterprise software is a big decision that you want to get right. Your choice of core system is one that will impact your business for many years to come.
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 […]
What is a ‘data breach’? And how to prevent them
A data breach doesn’t need to be a big headline grabbing event (think of some of the high profile breaches by the likes of Equifax, TalkTalk or Wonga) to do your organisation serious harm. In this blog I am going to cover what constitutes a data breach and what can you do to avoid them. […]
If your only tool is a hammer, every problem looks like a nail
Excerpt from the Wikipedia entry for the “Law of the instrument”: “The concept known as the law of the instrument, otherwise known as the law of the hammer, Maslow’s hammer (or gavel), or the golden hammer, is a cognitive bias that involves an over-reliance on a familiar tool. As Abraham Maslow said in 1966, “I suppose it […]
