Your. Innovation. Partner.
Guiding investment managers through operational and technological change.
“…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:
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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.
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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.
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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.
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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.
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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.
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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