The Financial Advisor's Survival Guide To Working From Home

The one blessing of the COVID-19 outbreak is that it didn’t happen 25 years ago. Back in the pre-internet days working from home would have been a non-starter for most advisors. Vital systems were typically only available at the office and literally everything was on paper.

Fast forward to today and countless financial advisors are finding themselves in a work from home/self-quarantine situation with varying degrees of readiness.

Given my reputation as a technophile within the industry, I have had several advisors reach out to me asking how I am coping, and how they can better enable remote work for both them and their co-workers. While my firm picked up with no effort, many of my peers that I have been speaking with find themselves with no choice but to go into the office if they wish to keep servicing their clients. Unfortunately, there are limits to what can be done quickly and now that we find ourselves in this situation.

WowMJason PereiraMarch 23, 2020Fintech, SAAS, Cloud

A Bank CEO’s Worst Nightmare: Silicon Valley + Banking as a Service

What’s the main thing that Amazon, Microsoft, Alibaba, Google and IBM have in common? They all compete in one key area: on-demand cloud computing. What if they decide to start offering “banking as a service” to enable neobanking in Canada?

Then, in 2002, Amazon launched a new division that would end up, over time, changing everything. This new division was initially designed to meet Amazon’s internal needs by developing a common architecture, tools, and storage for Amazon’s various projects, and. there was some early discussion about offering this new server infrastructure as a service to third parties.

Two years later, Amazon Web Services (AWS) – “the world’s most comprehensive and broadly adopted cloud platform” – launched to the public, and we’ve all been feeling the impact ever since.

WowMJason PereiraMarch 16, 2020Banking as a Service, Banking, Fintech, Disruption, SAAS