Jon Scheele Organising your business with software When an organisation grows and takes on more activities, it's no longer possible to manage it without formal processes. Things can spiral out of control, leading to missed deadlines, lost opportunitie... Sep 20, 2023
Jon Scheele and Alpa Parekh Risk Management as a Service (RMaaS) Embracing new opportunities requires balancing agility with robustness. Like a great chess player, boldness must be balanced with protection: implementing guardrails to ensure continuity of operations... Apr 1, 2023
Jon Scheele and Alpa Parekh Wealth Management Benefits and Risks of APIs. Part 4: Order Execution, Portfolio Management and Reporting 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 a... Feb 11, 2023
Jon Scheele and Alpa Parekh Wealth Management - Benefits and Risks of APIs. Part 3: Investment Analysis and Advice This is the phase when you can show what you as a Wealth Management Firm can do for your client. Whether you use Wealth Advisors with expertise gained from years of experience in the industry or Robo-... Feb 11, 2023
Jon Scheele and Alpa Parekh Wealth Management Benefits and Risks of APIs and RPA. Part 2: Client Onboarding 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 ... Feb 9, 2023
Jon Scheele and Alpa Parekh Wealth Management - Risks and Benefits of APIs. Part 1: Client Engagement A key to automating and tailoring this information access, from in-house and third-party sources, is Application Programming Interfaces (APIs). With this comes risks that the firm’s Risk Management mu... Feb 8, 2023
Jon Scheele Selecting the best API Governance Framework for your firm 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 microservices architecture), they shar... Feb 7, 2023
Jon Scheele Crafting Successful Fintech Partnerships Meeting the demands of complex customer journeys seamlessly requires partnerships between Fintech startups, Financial Institutions, and players across eCommerce, logistics and other industries. Crafti... Feb 7, 2023