IT and Business don’t always see eye to eye. The cause lies in the difference in objectives. We’ve summarized the underlying cause in this infographic. This hopefully helps to think about how you can serve the interests of both parties. Like the infographic? Download it as a pdf here.
Active client management can benefit both the client and the advisory firm. It protects the client against unwanted risks and...
Part II: From bespoke work to generic parameterization In the previous part of this diptych, we discussed the effects of bespoke...
What if your clients all wanted the same software? How fast would you grow then? How software customization can hold you back...
Previously, we published a blogpost on Six steps to implementing Active Client Management. We have summarized that blogpost in...