All our consultants are experts in helping businesses harness technology to bring their strategy to fruition. We listen and design bespoke solutions to fit your business needs. APIs is one of our specialties. We assist businesses use APIs in a safe and effective manner so the business runs smoothly and vertical and horizontal integration is effortless.
Digitising – Every company is now a digital company. Companies are leveraging digital technology and data more and more to help connect with their customers, partners, staff and suppliers. We work with businesses to make digitising efficient and get the most out of technology so that companies can serve customers and scale their business fast and efficiently.
Training – An organisation is only as good as it’s people. We help companies build their team’s ability to leverage technology for business success. Developing digital strategy, API strategy and governance, digital business processes and process improvement, deriving valuable customer insights from data, building data capability, securing the company’s digital assets is what we train your staff in upskilling.
Partner Ecosystem – a great way to extend your reach and leverage partner capabilities. We assist businesses to build and enhance partner strategy, identify and onboard partners, build win-win partnerships, sustain and grow your partner ecosystem.
Community – we are experts at organising large and small workshops, meetups, multi-day conferences in both online and in-person formats. We design the programme, content, speakers, and manage the marketing and logistics to attract, engage and inspire your community.
Achieving business agility and growth with a new approach to Risk Management Whether you are a rapidly scaling start-up, or an established company adapting to the shift to digital, you realise that the changing business environment requires a stronger business operating model and a culture of innovation. Embracing new opportunities requires balancing agility with robustness like a great chess…
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Article 4 - Focus on Order Execution, Portfolio Management and Reporting phases November 2020 By Jon Scheele and Alpa Parekh, Blue Connector Executing client orders with best efforts is critical. This is where Wealth Management firms (“Wealth Managers”) must live up to the trust placed in them by their clients. Once the order is executed and the portfolio set-up in the system, ongoing monitoring…
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Article 3 - Focus on Investment Analysis and Advice July 2020 By Jon Scheele and Alpa Parekh, Blue Connector Conducting investment analysis and giving client advice to grow their wealth is extremely exciting. This is when all your insights of the market, data you have gathered about the client including their risk appetite, and risk tolerance comes together. This is the phase when you can show…
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Article 2.0 - Focus on Client Onboarding June 2020 By Jon Scheele and Alpa Parekh, Blue Connector Winning a new wealth client is just the start of the relationship. The next step, client onboarding, requires the firm to conduct due diligence including regulatory compliance. It is where the client sees how the firm performs. Many firms are turning to technologies such as Robotic Process…
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Article 1.0 - Focus on The Engagement Phase
June 2020 By Jon Scheele and Alpa Parekh, Blue Connector To meet client needs for comprehensive, personalised advice, Wealth Management Firms (“Wealth Managers”) are increasingly turning to technology to access information, conduct research, and analysis. A key to automating and tailoring this information access, from in-house and third-party sources, is…
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Successfully applying Application Programming Interfaces (APIs) to support your firm’s business strategy requires a governance framework that balances flexibility with control, in tune with the firm’s culture, processes and risk appetite. Whether an organisation uses APIs to build partnerships with other firms, to break down a monolithic system into a component-based architecture (or even adopts a…
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Meeting the demands of complex customer journeys seamlessly requires partnerships between Fintech startups, Financial Institutions, and players across eCommerce, logistics and other industries. Crafting partnerships that create value for all parties is both art and science. Research presented at IDC’s Asian Financial Congress 2018 shows that 61% of financial institutions are forming partnerships…
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