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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).

Banking 78
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Management Consulting versus Investment Banking

Management Consulted

The cons of investment banking – the long hours, the repetitive and unengaging nature of the work, the lack of non-finance exit opportunities – mattered far more to me than a 6-figure salary. Banking salaries average 50-100% higher than consulting salaries , with the difference increasingly significant as your seniority increases.

Banking 272
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8 Reasons that May Cause You to Loose Customers

Tom Spencer

Over time, the executives get so engrossed in running the day to day operations of the business that they forget that the purpose of the business is to serve it’s customers. The customer service reps must not be trained enough or must be unhappy with their job to behave in this manner. You are not transparent or operate in bad faith.

Banking 88
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8 Issues that May Cause You to Lose Customers

Tom Spencer

Over time, the executives get so engrossed in running the day to day operations of the business that they forget that the purpose of the business is to serve it’s customers. The customer service reps must not be trained enough or must be unhappy with their job to behave in this manner. You are not transparent or operate in bad faith.

Banking 78
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Top 10 Consulting Firms in the Middle East

Management Consulted

McKinsey is still well-networked in the region, and doing substantial work in sectors including: banking, industrials, telecoms, energy, real estate, construction, health care, and diversified conglomerates. If you have an MBA and are interested in actuarial work, EY’s Middle East operation is a great place to get your foot in the door.

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Is AI Technology on the Verge of Displacing Humans?

Effective Managers

Any piece of work that has been prepared based on the data set on which ChatGPT was trained is bound to be thorough. Yes, ChatGPT has been trained on a very large data set. Much of the highly proceduralized work of bank tellers has been replaced by automated tellers and online banking. But there is a catch.

Ethics 59
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Designing an Effective Cloud Center of Excellence

Kates Kesler

What operating model do we need for this new ecosystem?”. For example, in a large bank, the cloud transformation was intended to build a client-centric, omnichannel distribution organization. Because of that clear ambition, design of the CoE went well beyond focusing on solution development and training services.