OUR INSIGHTS

We follow an experienced-based methodology for value creation across the business lifecycle with core focus on four modules: foundational and platform technologies, intelligence augmentation, operating platforms and ecosystems, and the change and growth agendas of financial institutions and the wider enterprise ecosystem. Our insights are an expression of our experience, track record and strategic interests. Our value-creation methodology follows the vision of open and decentralised systems.

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Please find more information about our publications below. 

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Books and programmes:

1. Transforming Financial Institutions: Value Creation through Technology Innovation and Operational Change

2. Innovation and Value Creation: Entrepreneurial Leadership in the Digital Age

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Thought leadership:

In conjunction with the release of "Transforming Financial Institutions", two blog series were made available.

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First blog series: Fundamentals

The first blog series covers the fundamentals of value creation at financial institutions.

1. The transformation framework and value-creation mindset

2. Emerging technologies in finance

3. Open finance and best-in class service provision 

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Second blog series: Value creation, change and growth

The second blog series discusses the three value creation pillars of the financial industry’s change and growth agenda.

1. Operational efficiency

2. Augmented decision making

3. Digital financial innovation

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After the book publication, our third and forth blog series continue the thought leadership briefs through dedicated topics.

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Third blog series: Transformative technologies and their value creation

The third blog series keeps you updated on the value creation of emerging technologies and their use cases.

1. Value creation in an open and decentralised financial system

2. The role of interoperability in digital transformation

3. The power of augmented intelligence for decision making

4. Decentralisation shapes the future monetary system and business infrastructure

5. The emerging commercial and operational landscape

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Fourth blog series: Specialty finance and alternative investments

The fourth blog series covers trends in risk-taking in an open and decentralised system.

1. Technology-enabled risk-taking in specialised financial-services businesses

2. AI in AI: the potential of artificial intelligence in alternative investments

3. The merchant banking vision: deploying entrepreneurial capital effectively

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These four blog series conclude the thought leadership contributions around the publication of "Transforming Financial Institutions".

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Fifth blog series: Value creation and leadership for innovation and special situations

The fifth blog series generalises the principles for value creation and leadership with key focus on innovation and special situations that were introduced by the book “Transforming Financial Institutions”.

1. Value creation across the corporate and M&A lifecycle

2. Commercial- and operationalising innovation

3. The art of special situations

4. Leadership in driving change, growth, and innovation

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​Media and selected articles:

1. Link to press profile

2. Interview about the book "Transforming Financial Institutions"

3. "Transforming Financial Institutions" on the 2022 CEO’s Reading List For Navigating The Digital Future 

4. How to create value in digital transformations

5. The reasons why digital transformation projects fail to create value

6. The emerging technologies that shape the financial industry

7. Emerging technologies in financial services - The AI Story

8. ​Open Finance as an Innovation for the Financial Industry

9. Comments on "Embedded finance" in Verdict

10. Comments on "How Web3 could transform the infrastructure that all business runs on" in Forbes

11. Comments on "Money in Web3" in ERP Today

12. Comments on "Technology challenges for the post-deal M&A teams" in the Times Raconteur

13. ​Meeting the Fintech Challenge

14. ​Banking’s Biggest Hurdle: Its Own Strategy