Five Themes to Have on Your Radar in 2020
The year-end is a good time to revisit the challenges faced and identify trends to address them. We at innovate.d believe that success will depend on focusing on five key [...]
Understanding a Firm’s Competitive Positioning
Recent trends in business model innovation and strategy design have taught us that success depends on a holistic understanding of the customer needs and jobs-to-be-done. Business model development tools help [...]
How to make your company more innovation friendly
Innovation is a professional function, a real job, rather than a sideline occupation everybody should embrace. Innovation is about transforming ideas into offerings, which solve problems, satisfy needs, alleviate pains, [...]
Developing new investment solutions using the Wealth Management Canvas
A key challenge faced when developing new or enhancing existing wealth management solutions is ensuring that all aspects of the value chain are covered, from defining the targeted customer segments, [...]
Design thinking based strategy development – A first step
Classical strategy development frameworks focus on data gathering, analysis, fact finding, followed by a deductive strategy construction approach. They are built on solid theoretical foundations, but often are static, rely [...]
A key reason for failure: Solving the wrong problem
Success in business is tightly related to solving everyday business problems efficiently and effectively. Unfortunately, managers often fail because they are unable to identify and solve the right problems. In [...]
A gated new product development process for wealth managers
A large percentage of investment products launched by wealth managers fail to achieve their targets, both in assets under management and revenues. This issue can, in part, be relying on [...]
Turning client risk profiling into a competitive advantage
Successfully servicing wealth management clients requires an in-depth understanding of their needs with respect to return expectations but also with respect to their risk perception. The process of determining the [...]
Gaining trust through innovation
Private Banking is about trust and delivering on promises made. Successful private banking solutions focus on managing the trust accounts of their clients. Forecasting markets and constructing risk optimized portfolios [...]