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, strategies and services that drive customer centricity into the core of client companies, that in
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
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 of these two methods through the use of user stories (a user experience method) and
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
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.