Calling all users and developers of Trust and Corporate Services software
I need your help. Please. I’m writing a 2021 guide to software for Trust Companies and Corporate Services Providers. I have a wide knowledge of the market, and have worked with many of the different software packages. However, there are still some providers I am not familiar with and there are probably software systems out […]
Change Management Tools: The House of Change
This article comes from Solitaire Consulting Associate, Tim Rogers MBA There are lots of models for change management that have developed over many years. Not all will work in all situations so it is essential to have several tools in your toolbox and select the right one for the right situation. The House of Change […]
Is “thinking outside the box” always better?
(Image credit: pixabay.com) This article comes from Solitaire Consulting Senior Consultant, Corrado Anderson MBA. As a 30 year veteran of the technology and change management worlds, I have developed a healthy dose of cynicism when faced with revolutionary ideas or panaceas, doubly so if not supported by evidence. A frequently misattributed quote states that if […]
Laserfiche rated as Challenger in latest Gartner Magic Quadrant
Being featured in a Gartner Magic Quadrant is an accolade many technology providers strive for. In 2020 Laserfiche is ranked a ‘Challenger’ – indeed the only Challenger in the Magic Quadrant for Content Services Providers. This is consistent with its position in last year’s rankings and is good news for anyone considering implementing Laserfiche in […]
Financial software firms merge to form Fusion Acusoft
Fusion Systems Limited and Acusoft Limited have recently merged to become Fusion Acusoft. This consolidation sees the two innovative organisations creating a single financial services focused software development business with specialist wealth management and tax reporting products from the Flyingboat and Acumen brands. The new company will develop and support all existing software applications and […]
TrustQuay launches new portal to help firms digitalise their client engagement
TrustQuay has today announced the launch of TrustQuay Portal which will allow clients of corporate services and trust administrators access to their information anywhere, anytime and on any device. At present, the corporate services, trust and fund administration sector lags far behind other industries in terms of digitalisation, with clients currently unable to readily access […]
Accelerating digital innovation in wealth management
The recent publication of the Future Focus report by financial software business, TrustQuay, highlights a number of areas where the trust and corporate services industry needs to innovate. In this article I will look into this report in more detail and comment on their findings. (A summary of the report can be found in my […]
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 […]
Emerging from Lockdown – how are you going to change?
As more and more businesses return to something resembling normal we compare business priorities and expectations before Coronavirus with those after.