Consultancy Insights


Onboarding Millennials: From Instructive to Supportive Employee Training

19th January 2016

Company: Iridize
Quietly and almost unnoticeably, employee training practices which had been in use for decades have become obsolete. While existing practices may still be relevant to some employees, for a growing percentage of our workforce: the millennials, these have become less relevant and even a hindrance. By 2014, 36% of the workforce was comprised of... read more

Responding to the mobile shift within retail banking and the need to change

13th January 2016

Company: shinobicontrols
Mobile, and specifically mobile apps, are fast becoming the most important touchpoint between a retail bank and its customers. Customers expect a great experience when using their bank's app, but how can you realistically deliver this? In this article we touch upon the most important areas and provide a link to our recent white paper that... read more

How can brokers manage regulatory change?

9th December 2015

Company: SSP
Next year will see a massive shift for brokers across the market as a series of regulatory changes comes into force at the same time, creating a perfect storm for intermediaries. A number of different pieces of regulation will come into effect in the six-month calendar window between April and September 2016. Firstly, the Competition and Markets... read more

In Search of Analyst Productivity

4th December 2015

Company: Bipsync
Three (and a half) ways that funds are making more time for research. Knowledge workers spend a disproportionate part of their day searching for information, rather than using and creating it. In an industry where the main capital is knowledge, that can be a pretty costly oversight. According to a recent IDC study, 36% of a... read more

Shoring up Mobile Payments from Cyberthreats

18th March 2015

Company: Webroot
Mobile payments are becoming increasingly the norm. With Starbucks, Uber, retailers and even banks embracing the idea of turning your smartphone into your wallet, it is expected that mobile transactions will double in 2015. However, from a security perspective mobile payments are only as secure as the weakest link and last year highlighted that... read more

Polaris Consulting and Oxford University teach executives how to survive in today’s digital world

12th March 2015

Company: bobsguide
Financial technology consultancy company, Polaris Consulting today announced the launch of their new executive education programme in collaboration with Saïd Business School, University of Oxford. The new programme, entitled the Oxford Polaris Digital Academy, will provide executives with the insights and skills to thrive in today’s... read more

Yodlee confirmed as an awards sponsor at FinTech Innovation Awards 2015

5th March 2015

Company: bobsguide
Yodlee Interactive, a leading technology and applications platform, is officially sponsoring the 2015 FinTech Innovation Awards. Built on the foundation of Yodlee’s 15 years of aggregated consumer financial data, Yodlee Interactive empowers visionary entrepreneurs, developers and partners to build the next generation of disruptive and... read more

Operational Efficiency Through Client Reporting - So What?

5th February 2015

Company: SimCorp
As news hit the wire that Eaton Vance has become the latest in the rapidly growing list of investment management firms to automate their client reporting process (with SimCorp Coric, of course!), perhaps it’s time to go back to basics and ask: “Why automate client reporting?” Many would answer “for operational... read more

Sharia-compliant banking systems on the upswing

19th January 2015

Company: Path Solutions
Economies worldwide are making a global transformation, in which the information technology industry assumes increasingly greater importance. Indeed, technology is evolving in amazingly rapid speeds. The awe-inspiring advances that drive the technology industry forward have dominated several study topics, for they have taken productivity upwards. ... read more

Is bigger better? The importance of size when selling a consulting firm

14th January 2015

Company: Equiteq
When a consultancy firm is planning to sell either in the short or long term understanding the size dynamics that create the ideal sale is required. Investing a large amount of time and money to grow the firm size but doesn’t impact the eventual sale price is a disappointing circumstance that should be avoided. In some cases growing larger... read more