Tag: retail banking

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

Karl A L Smith September 4, 2012
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

Karl A L Smith March 5, 2012
Posted in Business Management User Experience (UX)

#Retail #banks need their #customers

The 90/00’s marketing gimmicks of creating a relationship with your bank are long gone in people’s minds. The problem for the banks is they now for the first time mean it, but have lost a lot of credibility and the confidence of the public.

Karl A L Smith March 29, 2011