Karl A L Smith

human knowledge belongs to the world

investment banking

Daily P&L for Finance Risk and London Markets

Some people may be astonished to know that daily profit and loss (P&L) exists let alone the capability to delivery it across multiple separate organisations and entities in an enterprise in a 15 minute increment. Some might ask why would…

#Strategic and #lean #thinking in private investment and asset portfolio participants part 2

There are several types of on boarding that relate to both business and investors structure and size, their specific purpose for investing and their local regulatory constraints. The Main Participants I will be focusing on four main participants in this…

#Blended #program #management #Prince and #Agile methods Part 1

Blended Program Management I have been involved in project and program management since 1989 across various sectors and more recently have been focused in banking and finance. I have experience in Prince and Agile methodologies and will expand on the blending…

#Information #Architecture (IA) the #classification of #information Part 2

Given the response from the last post I’m going to take the educational publishing example a bit further, if I have time before my next contract I will also create an investment banking example. I am also being asked for…

Agile Business Management Change Management Investment Banking

Save 35% ££ on banking change, requirements gathering should take no more than six months

Requirements gathering in Banking change programs are over detailed, over long and for the most part undeliverable. There is and has been a huge requirement for change in British banking for several years as senior bankers have sought to lever…

Business Management Change Management Competitive Advantage Human Centred Design (HCD) User Experience (UX)

#Banking #Change #Management through #Human #Centred #Design #HCD

Massive change management is taking place across all sectors of British banking over the last three years driven by buy outs and mergers, some by efficiencies and a little more recently through questioning the nature and controls around risk management.

#Usable #security in investment banking and #wealth #management

Security and trust are vital principals in building interpersonal and business relationships. These same principles should be employed to both directly and indirectly communicate with users. The following post shows how the construction of password reset challenge questions tell a narrative story of capability and intention as much as supporting text and brand values of the system and service that is secured by them.

Welcome to my blog

About Karl Smith Karl Smith works globally with directors, stakeholders and customers of multi-national enterprises across all verticals and technology stacks whose focus is on new concepts and capabilities that drive customer engagement, interaction and retention. He creates digital companies,…