Simplify White Papers

Our Featured Paper:

White Paper Title Description Date Author Download
Open Finance

 

Since its inception in 2018 much progress has been made in the world of Open Banking. The purpose of this paper is to examine how the knowledge and experience gained from Open Banking is now being used as a stepping-stone into the realms of Open Finance from a UK perspective and provide examples of how this could be utilised within the sector of wealth management.

 
September 2020

Nina CherryNina Cherry

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All Simplify White Papers:

White Paper Title Description Date Author Download
Contact Centres Contact Centres will often be affected when an incident occurs that impacts a business’s customer base. I’ve detailed some of the actions you can take both proactively and reactively to help minimise the impact to your business, customers, shareholders and brand. April 2020

Matt Short

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Risk in the Value Chain

We pride ourselves on having clients in all parts of the value chain. We think that provides us with real insight into the opportunities and challenges for all parties involved in the Wealth Management industry; and it is one of the reasons that sets us apart from the rest.

One of our specialisms is Risk Management. We have noted down some thoughts on the challenges with embedding risk management in the value chain and what threats and opportunities the industry faces at a macro level.

March 2020

Kate Monserrate

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Business Architects – Building Houses Seasoned Business Architects are often well compensated and sit in senior positions within organisations. We look to explore the role of a Business Architect in more detail, their background and whether they add value to organisations May 2020 Nick Clarke
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Process, Technology & the Financial Adviser Our refreshed research study looking at Advisers’ perception of technology and its challenges for their business May 2020

Jayne Brown

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Risk Management in Covid-19 and Beyond

The COVID-19 pandemic has impacted communities and economies around the world. From basic social behaviors, day to day activities to working arrangements – how we live our lives and work has changed dramatically.

This paper presents the findings on impacts the pandemic has had on Risk Management and correlations with organisations’ risk maturity.

June 2020 Aneta Murdza-Figiel
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An Introduction to Risk

At Simplify Consulting, we are passionate about keeping things simple.  So we have developed a series of short videos about Risk.

They are aimed at people in the business, who have a limited or no understanding of risk.  This is just an introduction and hopefully addresses some of the common misconceptions.

Note: This will download as a PPT.  Please play in presentation mode.
June 2020 Kate Monserrate
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Digital Identity Digital identity has long been on the government agenda, but will there ever be centrally held proof of identity that’s available to both the public and private sector? This paper aims to look at the journey so far and which direction it’s heading in. July 2020 Nina Cherry
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SMCR Fish SMCR The extension of the Senior Managers & Certification Regime (SMCR), from the banking sector, came into force in December 2019 which applies to all firms in the Wealth Management Sector. We look at the differing implementation challenges and impacts that Financial Advisers and larger Financial Institutions have faced and explore whether “a one size fits all” approach to regulation really works. August 2020

Kate Monserrate

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Novice Investors In a world of low-interest rates many new investors will use a stocks and shares ISA to get tax-free returns. We explore the digital online experience for a novice investor with a moderate pot of money as they select and onboard with providers from a Bank, DIY Investment Platform and Robo-Advisor. August 2020

Giang HughesGiang Hughes

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