Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    From $11.99/month after trial. Cancel anytime.

    Financial Services A Complete Guide - 2021 Edition
    Financial Services A Complete Guide - 2021 Edition
    Financial Services A Complete Guide - 2021 Edition
    Ebook223 pages1 hour

    Financial Services A Complete Guide - 2021 Edition

    By Gerardus Blokdyk

    ()

    Read preview

    About this ebook

    Are insurance companies interconnected with the financial services industry?

    Can consumers organization on financial services being secure with GDPR?

    Does Artificial Intelligence pose a threat to the jobs of financial services professionals?

    Does the legislation apply to the provision of legal, accounting and or financial services?

    How can financial services leaders determine where that line should be?

    How many potential financial services customers does your organization have?

    How might leading financial services organizations think about doing so?

    Should digital financial services be regulated differently from traditional financial services?

    Where do financial services organizations stand in terms of appointing CDOs?

    Will organization or financial services proprietary offerings be tested?

    This Financial Services Guide is unlike books you're used to. If you're looking for a textbook, this might not be for you. This book and its included digital components is for you who understands the importance of asking great questions. This gives you the questions to uncover the Financial Services challenges you're facing and generate better solutions to solve those problems.

    Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

    Unless you're talking a one-time, single-use project, there should be a process. That process needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

    This Self-Assessment empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Financial Services investments work better.

    This Financial Services All-Inclusive Self-Assessment enables You to be that person.

    INCLUDES all the tools you need to an in-depth Financial Services Self-Assessment. Featuring new and updated case-based questions, organized into seven core levels of Financial Services maturity, this Self-Assessment will help you identify areas in which Financial Services improvements can be made.

    In using the questions you will be better able to:

    Diagnose Financial Services projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices.

    Implement evidence-based best practice strategies aligned with overall goals.

    Integrate recent advances in Financial Services and process design strategies into practice according to best practice guidelines.

    Using the Self-Assessment tool gives you the Financial Services Scorecard, enabling you to develop a clear picture of which Financial Services areas need attention.

    Your purchase includes access to the Financial Services self-assessment digital components which gives you your dynamically prioritized projects-ready tool that enables you to define, show and lead your organization exactly with what's important.

    LanguageEnglish
    Publisher5STARCooks
    Release dateNov 16, 2020
    ISBN9781867485728
    Financial Services A Complete Guide - 2021 Edition

    Read more from Gerardus Blokdyk

    Related to Financial Services A Complete Guide - 2021 Edition

    Related ebooks

    Business For You

    View More
    View More

    Related podcast episodes

    Related articles

    • UNLIMITED

      Time To Question That Blind Faith

      Mar 31, 2022

      As far as investments go Kiwis have worshipped at the altar of the property gods for a while now. And for the bulk of us, who have started our investment journey in the last 30 years, it’s no wonder. But with all the headwinds facing the market at th

      2 min read

    • UNLIMITED

      Train Like An Athlete

      Dec 22, 2020

      Train Like An Athlete
      7 min read

    • UNLIMITED

      A Low-risk, High-reward Approach

      Mar 25, 2021

      A Low-risk, High-reward Approach
      4 min read

    • UNLIMITED

      4 Pricing Tweaks To Increase Profit

      Apr 20, 2022

      Most small business owners I know got into business to have more freedom and flexibility. Or more recently, to have more control over their financial stability.  Yet, often the more successful you become, the more the needs of your business take ove

      2 min read

    • UNLIMITED

      Track Your Marketing Metrics To Improve Your Impact And Reach

      Jun 22, 2020

      When things are going well, marketing and business development tend to slide towards the bottom of your practice’s long to-do list. However, the current operating environment – caused by the coronavirus pandemic and its subsequent shutdown – has seen

      4 min read

    • UNLIMITED

      Tuned In To Employees’ Needs

      Mar 25, 2022

      ▸ THE DYNAMICS OF the talent market have evolved significantly in the last year, owing to the ongoing talent war and palpable skills gaps. Employees today hold greater sway over negotiations with employers and there’s much more at stake than just com

      2 min read

    • UNLIMITED

      Be Your Own Investment Advisor

      Jul 22, 2021

      Be Your Own Investment Advisor
      9 min read

    • UNLIMITED

      So, You Have This Great Idea ...

      Jun 1, 2017

      Hiring a prototype contractor can be a cheaper and easier way to design your product. Use these tips to start building

      2 min read

    • UNLIMITED

      Have Equity Compensation? Strategies to Handle Stock Market Volatility

      Nov 20, 2020

      If you’re an investor in the stock market, it’s likely that you have experience with volatility, which often can strike unexpectedly.  However, if you are the owner or recipient of equity compensation and employee stock options, you may not realize t

      3 min read

    • UNLIMITED

      Banking/financing

      Sep 19, 2023

      Banking/financing
      1 min read

    • UNLIMITED

      Home Health Care: Finding the Right Help for Seniors

      Jun 28, 2019

      When it comes to home-care workers--the aides who provide in-home personal assistance and health care support to seniors--Brenda Case has seen it all. Case, age 55, a real estate agent in Grand Junction, Colo., was for several years a full-time careg

      4 min read

    • UNLIMITED

      Discipline Is Sexy. Motivation Isn’t

      Apr 20, 2022

      What if an over-reliance on inspirational speakers is the reason your salespeople are failing? Motivation is often bandied around as what salespeople need. That kick in the ass, or coaching and mentoring. Inspirational words and support. But what if

      2 min read

    • UNLIMITED

      'Values Create Value'

      Dec 23, 2017

      'Values Create Value'
      4 min read

    • UNLIMITED

      Choosing Sales Activity That Determines The Best Outcome

      May 27, 2019

      IN THE NEXT look at our “8 levers of sales growth” series I tackle the decision between doing more volume of sales activity generally or focusing on more targeted sales activity. It seems like a simple answer, but it isn’t always as obvious as you’d

      2 min read

    • UNLIMITED

      Your Business Needs a Succession Plan: Here Are the Basics

      Nov 11, 2020

      In Part 1 and Part 2 of this series on selling your business, we’ve examined the questions facing owners who entered 2020 ready to make their move, breaking down how the COVID-19 pandemic changes the situation and how to increase a business’s value i

      3 min read

    Related categories

    Reviews for Financial Services A Complete Guide - 2021 Edition

    0 ratings

    0 ratings0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words

      Book preview

      Financial Services A Complete Guide - 2021 Edition - Gerardus Blokdyk

      After utilizing toolkits from The Art of Service, I was able to identify threats within my organization to which I was completely unaware. Using my team’s knowledge as a competitive advantage, we now have superior systems that save time and energy.

      As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.

      I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.

      I usually work until at least 8pm on weeknights. The Art of Service questionnaire saved me so much time and worry that Thursday night I attended my son’s soccer game without sacrificing my professional obligations.

      After purchasing The Art of Service toolkit, I was able to identify areas where my company was not in compliance that could have put my job at risk. I looked like a hero when I proactively educated my team on the risks and presented a solid solution.

      I spent months shopping for an external consultant before realizing that The Art of Service would allow my team to consult themselves! Not only did we save time not catching a consultant up to speed, we were able to keep our company information and industry secrets confidential.

      Everyday there are new regulations and processes in my industry. The Art of Service toolkit has kept me ahead by using AI technology to constantly update the toolkits and address emerging needs.

      "I customized The Art of Service toolkit to focus specifically on the

      concerns of my role and industry. I didn’t have to waste time with a

      generic self-help book that wasn’t tailored to my exact situation."

      Many of our competitors have asked us about our secret sauce. When I tell them it’s the knowledge we have in-house, they never believe me. Little do they know The Art of Service toolkits are working behind the scenes.

      "One of my friends hired a consultant who used the knowledge gained working with his company to advise their competitor. Talk about a

      competitive disadvantage! The Art of Service allowed us to keep our knowledge from walking out the door along with a huge portion of our budget in consulting fees."

      "Honestly, I didn’t know what I didn’t know. Before purchasing

      The Art of Service, I didn’t realize how many areas of my business needed to be refreshed and improved. I am so relieved The Art of Service was there to highlight our blind spots."

      "Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same

      playing field. With The Art of Service, we have uncovered unique insights to drive our business forward."

      Instead of investing extensive resources into an external consultant, we can spend more of our budget towards pursuing our company goals and objectives…while also spending a little more on corporate holiday parties.

      The risk of our competitors getting ahead has been mitigated because The Art of Service has provided us with a 360-degree view of threats within our organization before they even arise.

      Financial Services

      Complete Self-Assessment Guide

      Notice of rights

      You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.

      All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.

      The information in this book is distributed on an As Is basis without warranty. While every precaution has been taken in the preparation of the book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.

      Trademarks

      Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.

      Copyright © by The Art of Service

      https://theartofservice.com

      [email protected]

      About The Art of Service

      The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.

      Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

      Unless you’re talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions.

      Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

      With The Art of Service’s Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

      Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:

      https://theartofservice.com

      [email protected]

      Included Resources - how to access

      Included with your purchase of the book is the Financial Services Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.

      How? Simply send an email to

      [email protected]

      with this books’ title in the subject to get the Financial Services Self Assessment Tool right away.

      The auto reply will guide you further, you will then receive the following contents with New and Updated specific criteria:

      •The latest quick edition of the book in PDF

      •The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

      •The Self-Assessment Excel Dashboard, and...

      •Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

      •In-depth specific Checklists covering the topic

      •Project management checklists and templates to assist with implementation

      INCLUDES LIFETIME SELF ASSESSMENT UPDATES

      Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

      Get it now- you will be glad you did - do it now, before you forget.

      Send an email to [email protected] with this books’ title in the subject to get the Financial Services Self Assessment Tool right away.

      Purpose of this Self-Assessment

      This Self-Assessment has been developed to improve understanding of the requirements and elements of Financial Services, based on best practices and standards in business process architecture, design and quality management.

      It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.

      The criteria of requirements and elements of Financial Services have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.

      In this format, even with limited background knowledge of Financial Services, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.

      How to use the Self-Assessment

      On the following pages are a series of questions to identify to what extent your Financial Services initiative is complete in comparison to the requirements set in standards.

      To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.

      1 Strongly Disagree

      2 Disagree

      3 Neutral

      4 Agree

      5 Strongly Agree

      Read the question and rate it with the following in front of mind:

      ‘In my belief,

      the answer to this question is clearly defined’.

      There are two ways in which you can choose to interpret this statement;

      1.how

      Enjoying the preview?
      Page 1 of 1