Tag: investment banking

Business concept of success and an innovative individual with a different way to succeed using advanced technology as a 3D illustration .
Posted in Asset portfolio management Banking e-Commerce Financial Services Investment Management Transformation Projects

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… read more Daily P&L for Finance Risk and London Markets

Investor High Level Processes
Posted in Asset portfolio management Banking Change Management Competitive Advantage Customer experience Financial Modelling Investment Banking Investment Management Lean On boarding Policy Private Equity Private investment Transformation Projects

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

Information Systems
Posted in Agile Prince Program Management

#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… read more #Blended #program #management #Prince and #Agile methods Part 1

Information Systems
Posted in Educational Publishing Information Architecture IA Investment Banking

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

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

Posted in Competitive Advantage Human Centred Design (HCD) User Experience (UX)

Banking Change Management through 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.

Posted in User Experience (UX)

#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.

Posted in Human Centred Design (HCD) User Experience (UX)

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… read more Welcome to my blog