AI reshapes how wealth firms operate by augmenting human advisors rather than replacing them in the next era of client service ...

In our work, we spend much time examining companies’ operating models and organizational structures. Many that we talk to have not taken a deliberate, planned approach to designing their models, ...

Small and midsized CPA firms that are striving to stay independent need to avoid the potential “sand traps” that can stump their growth and eventually threaten their independence. Processing Content ...

The mortgage industry is in the midst of a necessary rebuild. Years of rising complexity, margin compression, regulatory pressure, and fragmented technology have revealed structural weaknesses in how ...

Only 4% of organizations have fully aligned operating models to support their strategic goals. AI is now the strongest driver of operating model redesign, cited by nearly 70% of executives.

As organizations accelerate AI adoption and expand analytics capabilities, many still struggle to execute their data strategies due to unclear operating models, siloed decision-making, and ...

Asset managers’ operating models will “need more than cost-cutting”, according to EY, if they are to remain profitable going forward. In the consultancy’s report The Future of Asset Management, which ...