Electronic signatures (or eSignatures) are one of my favourite examples of being able to use process and technology to strike the trifecta of improved client experience, efficiency, and risk …
My favourite ‘no brainers’ for process improvement
Everyone wants quick wins, and I’m no different. Even as a long-term thinker, I love a quick win. All else being equal, 15 minutes a day saved now, means more than an hour a week we can invest into …
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Four steps to the right quick wins and the right change
Change management is hard at the best of times. Given the degree of regulatory change in financial advice, the pace of change to client expectations, and the breadth of technology solutions available, …
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What Tony Abbott can teach us about cultural change
No, this isn't an onion metaphor. And I don’t often sit down, look at a problem, and wonder to myself: What would Tony Abbott do? However, when I do see something strangely effective, I wonder if it …
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Three common errors in workflows/threads
Some things seem really simple, until you go to write them down and map them out in full detail. So, you map out a workflow. How deep do you go? Is ‘Schedule a review meeting’ one task or three? …
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