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E.g., 2022-12-09
E.g., 2022-12-09
December 8, 2022
On December 1, I chaired Aite-Novarica’s fifth quarterly Financial Services CIO/CTO Advisory Research Council meeting. A select group of CIOs, CTOs, and heads of architecture at banks and financial institutions met to discuss IT budgets, projects, priorities, initiatives, and challenges for the upcoming year. During the conversation, IT executives shared insights, experiences, and solutions they’...
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December 7, 2022
Recently, Aite-Novarica Group’s Insurance Practice hosted our quarterly Broker-Dealer Technology Research Group meeting. I had the opportunity to co-host this session with my colleagues John Keddy, Nancy Casbarro, and Jack Krantz. These sessions focus on the unique challenges and opportunities faced by broker-dealers that are owned by insurance companies, which are distinctly difference from true...
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December 5, 2022
During the recent LIMRA Annual Meeting in Chicago, the subjects of innovation and transformation were literally center stage. As we’ve noted in the Aite-Novarica Group Insurance team’s research, we are going through a remarkable period of change in terms of demographics, technological capabilities, and customer expectations.  These changes are driving digital strategies, which makes...
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December 1, 2022
Complexity gets most of the attention when attempting to explain or prevent the failure of big projects—including IT projects. This makes sense: It’s impossible for any one person to grasp all the knock-on effects any big project will have. Preparation and planning are key, but some factors will always be missed. Poor project management usually also means that the team is not proactively...
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November 30, 2022
The very recent news about AP Moller-Maersk and IBM eliminating TradeLens—a blockchain-based digital trade platform—has caught many by surprise as there was no evidence that the situation had worsened to this point. While I cannot claim that I told you so, I can certainly assert that what I wrote in September 2016, Trade Facilitation and Trade Financing: Building New Bridges, and April 2019,...
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November 29, 2022
On Tuesday, November 1st, I hosted the Insurance practice’s Agile Special Interest Group with my colleague, Aite-Novarica Group Senior Principal Martin Higgins. Special Interest Group sessions are exclusive opportunities for Aite-Novarica Group Insurance practice clients and Insurance Technology Research Council members to review recent trends and relevant research, share knowledge, and learn...
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November 28, 2022
Anyone reading the financial and technology news in recent weeks could easily be led to assume there is a crisis happening in the technology space and that the only way from here is down. With tech stocks taking a beating in recent months, and a growing list of scandals and debacles, from the sentencing of Theranos founder Elizabeth Holmes; the drama of the self-induced implosion of Twitter;...
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November 25, 2022
2022年10月、ゴールドマン・サックスは、大規模な組織変更を発表しましたが、中でも新設されたプラットフォーム・ソリューション部門が注目されています。その概要をまとめてみました。 ■ ゴールドマン・サックスの組織変更と「Plarform Solutions部門」の創設 2022年10月、大手金融機関のゴールドマン・サックス(GS)は、大規模な組織変更を発表した。これまでの四事業部制から、投資銀行部門とトレーディング部門を一部門に、またアセットマネジメント部門とウェルスマネジメント部門を統合するとともに、第三の柱としてプラットフォーム・ソリューション(PS)部門を新設した。 今回の変更は、経済環境の不透明化を背景に、市況に左右されやすい事業と安定的収益が見込める部門のバランスをとるとともに、中長期的には金融サービス・デジタル化の動きをにらんだ布陣と考えられている...
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November 23, 2022
On Thursday, October 27th, I hosted the Aite-Novarica Data and Analytics Special Interest Group meeting along with my colleagues Martin Higgins, Senior Principal, and Stuart Rose, Strategic Advisor. Special Interest Group Meetings are exclusive opportunities for Aite-Novarica Group clients and Insurance Technology Research Council members to review recent trends and Aite-Novarica Group Insurance...
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November 22, 2022
Recent data shows that in the first nine months of 2022, investors in Europe favored “dark green” investment funds with specific sustainable investment objectives over those that broadly integrate or promote environmental, social, and governance (ESG) characteristics. The EU’s Sustainable Finance Disclosure Regulation (SFDR) lays out three categories for investment funds to identify with...
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