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Achieving business agility and growth with a new approach to Risk Management Whether you are a rapidly scaling start-up, or an established company adapting to the shift to digital, you realise that the changing business environment requires a stronger business operating model and a culture of innovation. Embracing new opportunities requires balancing agility with robustness like a great chess…

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Article 4 - Focus on Order Execution, Portfolio Management and Reporting phases November 2020 By Jon Scheele and Alpa Parekh, Blue Connector Executing client orders with best efforts is critical. This is where Wealth Management firms (“Wealth Managers”) must live up to the trust placed in them by their clients. Once the order is executed and the portfolio set-up in the system, ongoing monitoring…

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Article 3 - Focus on Investment Analysis and Advice July 2020 By Jon Scheele and Alpa Parekh, Blue Connector Conducting investment analysis and giving client advice to grow their wealth is extremely exciting.  This is when all your insights of the market, data you have gathered about the client including their risk appetite, and risk tolerance comes together.  This is the phase when you can show…

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Article 2.0 - Focus on Client Onboarding June 2020 By Jon Scheele and Alpa Parekh, Blue Connector Winning a new wealth client is just the start of the relationship.  The next step, client onboarding, requires the firm to conduct due diligence including regulatory compliance.  It is where the client sees how the firm performs.  Many firms are turning to technologies such as Robotic Process…

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Successfully applying Application Programming Interfaces (APIs) to support your firm’s business strategy requires a governance framework that balances flexibility with control, in tune with the firm’s culture, processes and risk appetite. Whether an organisation uses APIs to build partnerships with other firms, to break down a monolithic system into a component-based architecture (or even adopts a…

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Meeting the demands of complex customer journeys seamlessly requires partnerships between Fintech startups, Financial Institutions, and players across eCommerce, logistics and other industries. Crafting partnerships that create value for all parties is both art and science.   Research presented at IDC’s Asian Financial Congress 2018 shows that 61% of financial institutions are forming partnerships…

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