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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. In simple terms, asset management firms are the ‘manufacturers’ of investment products (e.g., clients can purchase iShares on the RBC Wealth platform).

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Product Management – What Is It and How to Get Started

Tom Spencer

Product managers have a dynamic role within companies, sitting at the intersection between business leaders, customers, engineers, and designers. They help to organize the development process so that products meet customer needs and business goals. What is a Product? Managing the Product Lifecycle.

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Writing Secret 11: How to Use Your Fieldstones and Idea Bank to Write With More Ease

Johanna Rothman

Sometimes a fieldstone is too big for me, so I use the notion of an “idea bank.” ” My idea bank reminds me of themes I want to possibly address in the future. The Blank Page Problem Can Stop Writers from Writing Before I knew about fieldstones or the idea bank, I had trouble starting a piece.

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How to Create Better Products With Much Less of a Backlog

Johanna Rothman

Remember this: If your customers want to use your product, make it easy for them to do so. Because product problems cause several other problems: The customers have to decide if the aggravation of using this product outweighs the defects. Customers will not wait forever for you to fix problems in your product.

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The Importance of Investing in Employee Development During Tough Economic Times

Clarity Consultants

Employing a team of strong workers can help you get through these unknown times, which is why investing in employee development is crucial. Learning new skills and competencies is the bread and butter of a learning and development program. Providing learning and development opportunities does just that.

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Product Roadmap Explained

Tom Spencer

In the context of project management, a roadmap can span across multiple timelines for continuous product development. Why do you need a product roadmap? A roadmap is crucial for visualizing a product’s strategy that is aligned with your business goals, while incorporating customer insights for future developments.

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Is AI the Solution for the Banking Sector? (Part 2: Solution)

Tom Spencer

Before we dive into why AI is the solution for the banking sector, let’s first explore what big tech companies have in common, how many of them have grown successfully, and what banks can learn. Usage of AI in the Banking Sector. Table 1: AI applications across Canadian and US banks (Source: Financial Post, Techemergence).

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