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A lot can happen in three years

For those of us who have children, three years represents a whole new phase of life.  In the …

For those of us who have children, three years represents a whole new phase of life.  In the early years, three years can be the span between helpless totally dependant child to a walking, talking bundle of energy and personality.  In later years, a span of 3 years usually includes major milestones like graduations, driving cars, and leaving for university.

Regardless the stage, three years always seems like a long way from today, but in hindsight always seems to have flown by, reminding us to make the most of every day.

When the CSA announced last July that the new disclosure requirements to investors (CRM2) were in effect, with a final implementation date of July 15, 2016, it seemed a long way away.  Here we are, almost at the end of February, 2014 and that three-year lead time is not looking too distant any more.

As soon as this July, the implementation of the first batch of changes is due (see the following for a synopsis of this year’s deliverables).  And that makes the next set of due dates – July 2015 and July 2016 – seem that much closer.

Much of the industry is just starting to come to terms with the implications and volume of work required to hit these annual milestones.  Given the investor-facing nature of CRM2, this is not about just checking the compliance box.  CRM2 will change conversations in a significant way.

Just like the parenting lesson I mentioned above, we need to make the most of every day so that July, 2016 doesn’t catch us off guard.

Read more 02/27/2014

CRM2 – the clock is ticking…

There’s a paradox about these things sometimes: in trying to do the right thing for investors, regulators impose …

There’s a paradox about these things sometimes: in trying to do the right thing for investors, regulators impose rules that have the possibility (many possibilities actually) of confusing the people they’re intended to help. With CRM2, firms are trying to figure out how to comply without straining the client relationships they’ve forged over time.

The Investment Industry Association of Canada (IIAC) is rallying to support its members, helping them find a path through all the changes. Blue ID is one of the firms that has invested in providing a solution to the CRM2 challenge.  “There’s some grumbling in the industry about CRM2, but it’s actually an opportunity for firms to differentiate”, says Dave Carr-Pries, President of Blue ID. “The regulation applies to everyone, so the field is level. Those who execute well will step ahead of the pack.”

Read more about IIAC’s comments on CRM2:

Read more 02/26/2014


My 13-year old son finds ways of accumulating small amounts of cash through odd jobs.  He’s not a …

My 13-year old son finds ways of accumulating small amounts of cash through odd jobs.  He’s not a spender, so over the years, he’s created a little nest egg.  He sets goals for himself, and then when he reaches them, he sets new ones.  The first few goals were relatively easy to achieve.  It just takes a sweet babysitting gig, an occasional snow shovelling job, or umping a few baseball games to get there.  His goals are getting bigger, so the other day he started asking me about investing.  He wanted to know how to make his money grow.  So this set off a whole discussion of different ways of investing your money and balancing risks for potential reward.  A fun discussion with a 13-year old!

When it comes to financial communications, we’re in risk-reward discussions ALL the time.  In the last couple of weeks, I’ve been approached by a few clients that want to break through to another level in areas like customer acquisition, paperless communications, customer retention and growth.  However big or small, each of these clients have achieved a measure of success in the area, but they’ve now established new, ambitious goals, and are trying to figure out how to get there.  And these goals are always beyond what the current approach will achieve.  That’s when you need to do something different.  Sticking to the same approach will not get you different results.

Enter, the risk-reward discussion.  At Blue ID, this is where our agency creativity and our consulting practicality meet.  Wearing our creative hats, we present a range of alternatives that are revolutionary, cutting edge, out of the box, or just plain edgy.   Wearing our consultant hats, we weigh the options and measure the opportunity and risk.  Then the fun begins to figure out which option offers the biggest bang for the buck while fitting in with the risk each client is willing to take.  Communications re-engineering always involves some risk.

My son gets his ‘real life’ risk-reward lessons from his Grampa every time they play cards.  Grampa appears to take big risks, and more often than not he wins big.  What he’s learning to appreciate is that his risks are well planned, and the reason Grampa seems to be a high roller is because everyone else at the table is playing it safe.

Read more 03/05/2012

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