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 [...]
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, [...]
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, [...]
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 [...]
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 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 [...]
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 [...]
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 [...]
