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 post financial advisers (FA) and investors (I), either or both of these may be constituted
Ever since transformation and change were linked to technology some of the worst parts of both have been combined on a national level and within major companies. Giving users less functionality than they currently have and telling them it’s a great leap forward. It is astonishing but this is the most common failing in projects,
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 diagrams that explain these relationships, again if I have time I will do these also.
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 the capabilities of technology and distributed workforces. This has in turn a great opportunity for