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; […]
Seasons Greetings from Solitaire Consulting
As we reach the end of another year I hope you can look back and feel satisfied with what you have achieved, both personally and professionally. For me it has been a year where I have started to invest time to diversify into other areas, whilst still spending the majority of time focusing on my […]
How Safe is Your Data?
With cyber security hitting the headlines almost daily, many organisations are rightly concerned about the vulnerability of their data and are devoting serious time and resources to protecting this vital business asset. Traditional security methods have focused on improving the boundary defences of the organisation; aiming to prevent undesirable penetration of the network and to […]
Is Your Business Ready for the New Professional?
Change is happening within our businesses. We know it has been going on for some time, but it can be difficult to pin down. Technology is always changing but this time it is different. Professionals are getting fed up with some of the tools and processes being made available to them. Instead of complaining they […]
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: Jobstream Group announces partnership with BDO Solutions in Mauritius
Over the last few months I have been working with one of my clients, Jobstream Group, to develop a partnership in Mauritius. Jobstream Group are a UK based software company specialising in the offshore financial services sector, particularly trust administration and corporate services providers. I recognised an opportunity for Jobstream in Mauritius and over the last 6 months […]
Collaborative Working to Guarantee a Successful Systems Implementation
In this final article in my series on Change Management I will discuss how you can best work with your technology provider to guarantee a successful systems implementation. For the purposes of this blog, I will use the offshore trust administration industry as an example, but the principles will apply to other industries as well. […]
Embedding change following a systems implementation project
If you have been following my blog series on managing technology and systems change you will have read about the importance of considering the change process both before and during a systems implementation or upgrade project. Unfortunately, that was just the easy bit! Implementing a new piece of technology is relatively easy, yes it can […]
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 […]
Is your business ICE cool?
I’m travelling next week to visit an overseas Trust Company. I’ll be reviewing their requirements for a new core system to manage their business and its processes. In conducting this review I will be looking to see how they want their business to develop in the future and using the ICE mnemonic to help me. […]