Increasing consolidation will lead to rapid digitalisation
A new survey from TrustQuay finds: 81% say the industry is undergoing unprecedented change 59% think industry consolidation will increase over the next 2 years 3 out of 4 believe the industry is polarising between global players and market consolidators, and niche specialists in a particular area 9 out of 10 think firms need to […]
ERP Systems: are they still relevant?
Enterprise Resource Planning (ERP) is a term used to describe software systems that an organization can use to collect, store, manage, and interpret data from across all or many of its business activities. I first came across ERP over 20 years ago when working for Government (I was Programme Manager for the States of Jersey […]
Why Client Portals
Solitaire Consulting partner Vega Solutions, have produced a White Paper to explain why they think portals are so important for businesses today.
TrustQuay 5Series now includes Laserfiche integration
The latest release of TrustQuay 5Series, version 4.98, was launched in May 2020. It includes a combination of new functionality, incremental improvements and fixes. Most notable is the integration with Laserfiche, the enterprise content management system and new functions to support regulatory compliance. Note: TrustQuay is the new name of the combined businesses of Microgen […]
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 […]
Technology tips to help manage your remote working teams
Over the last couple of weeks nearly all of us have adapted our ways of working. I’m not going to pretend to know exactly what to do right now or have all the answers. Any one who does is either lying or deluded! What we can do is apply the lessons of what worked in […]
Five WealthTech Predictions for 2020
WealthTech is the application of technology to support the wealth management industry. It can be considered as being part of the much broader umbrella term of FinTech. In the context of this article I am considering WealthTech specifically as it relates to the offshore wealth management sector. This includes trust and fund administration companies and […]
Microgen & Touchstone complete merger
Microgen Financial Services and Touchstone Wealth Management announce the completion of their merger. This follows full clearance from all relevant authorities. The deal was first announced in November 2019, which followed a period of due diligence by Silverfleet Capital. Silverfleet have provided the funding for the merger. Read more on my blog from 25 November. […]
Managing the Collaboration Dilemma
Using document collaboration tools and secure web portals to enable collaboration without compromising security. All businesses need to be able to collaborate effectively with employees, clients and their supply chain. There is nothing new here, this has always been the case. However, in today’s interconnected world this collaboration needs to be electronic, over the internet […]
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 […]
