Your. Innovation. Partner.

Guiding investment managers through operational and technological change.


 
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“…companies that believe strongly in the benefits of adopting new technologies and that pursue first-mover advantage are more likely to lead in both revenue growth and market position.”

—Harvard Business Review, The Digital Dividend - First-Mover Advantage


We define innovation as the process of introducing something new that adds value. These opportunities apply to technology, processes, and people. Our Innovation x Framework provides value by partnering to identify and drive strategic operations by innovating across an entire organization.

Our approach is founded on the following guiding principles:

  • A Partner First

    We are grounded in the KnoxBarret Innovation x Framework. This framework provides value by partnering with a firm’s leaders to understand an organization’s goals and the perspectives of its stakeholders.

  • Innovate Early

    Organizations that innovate are more likely to lead in revenue growth and market position, yet many firms are concerned with risks or hindered by a lack of resources. We help firms overcome these challenges so they can hasten their growth.

  • Innovate in Sweet Spots

    Innovation for the sake of innovation does not add value. Instead, we delve into an organization to identify where innovation can add the most value.

  • Reduce Risk

    Organizational growth often leads to overlapping technologies, competing processes, out of scope roles and responsibilities, and data that is redundant and/or inaccessible to those who require it. We help firms address these complexity risks while, at the same time, recognizing that governance and reputational risk must also be addressed.

  • Align & Scale

    When implemented and leveraged properly, technology is an asset whose contributions are -like a rising tide that lifts all boats- compounded across an organization. We ensure a firm’s strategy doesn’t miss this important piece by aligning tools with people and processes in a manner that can scale.

  • Culture Matters

    Culture is a unique and powerful force that impacts the entirety of an organization. We understand the importance of culture and how to account for its impact.


— Our Clients —

 

Asset Managers

Registered Investment Advisors

Wealth Managers

Family Offices