Welcome to EquiBlog
Welcome to our new blog. Over the last few decades client service has seen many changes. The way we communicate with clients today is very different from the early 80’s. Twenty years ago the only...
View ArticleGetting to Grips with Growth
Five years ago Equipos had no presence in North America. In 2012 our North America revenues hit 40% of our global total. So it will come as no surprise to hear that I now split my time equally between...
View ArticleThree Simple Recipes for Client Reporting Success – Part 1. First, Organize...
Running a professional kitchen is almost exactly like managing a client reporting function. Transforming humble ingredients into sophisticated dishes requires a rare combination of sometimes...
View ArticleThree Simple Recipes for Client Reporting Success – Part 2. The Magic of...
In the first part of this blog series, we compared Client Reporting to running a professional kitchen, focusing on data management as the equivalent of sourcing the right ingredients. But as anyone who...
View ArticleThree simple recipes for Client Reporting Success – Part 3. Perfect Presentation
There are many misconceptions about Nouvelle Cuisine, which has sometimes been reduced to an obsession with presentation, producing tiny amounts of food that look good above all other considerations....
View Article2013: What Changed in the World of Wealth?
2013 was a turning point for many wealth management firms, whose attention has been firmly fixed on compliance, cost-cutting and data management in recent years. By the end of 2013, based on hundreds...
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