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Volume
Four, Number Twenty-five
"Zest
for Enlightenment"
The
Irregular Newsletter of Z/Yen Limited
February
2004
National and International Charities
Swoop on Z/Yen
Z/Yen
has started the year with a swathe of not-for-profit sector wins, including
several new charity clients. The Royal National Institute of the Blind, has
asked Z/Yen to help them with scenario planning and portfolio analysis – right
up Ian and Michael’s street. Plan (until recently known as Plan International)
have asked Z/Yen to help examine options for systems replacement. The National
Trust has commissioned us to help them with their IS strategy. Ian and Mary both
strongly refute the rumours that they were spotted on the National Trust’s BBC2
programme prancing around a nudist beach in Dorset. These new clients, together
with several new projects with our long-established national and international
charity clients, mean it’s a flying start to 2004.
The National Exchange of Birmingham
Small and medium-sized enterprises throughout
Europe have difficulty raising capital. Advantage West Midlands, one of the nine
Regional Development Agencies in England, has been working for some time on a
local business exchange (LBX) principally for indigenous small and medium sized
companies to gain access to investor capital in the £200K to £5M range. The LBX
will offer investors the opportunity to invest in regional companies that meet a
set of regulatory and disclosure requirements where all necessary investor
protection and market abuse mechanisms are in place. It is an ambitious and
worthwhile project that has been gaining support. Z/Yen’s work has been to
refine the market proposition, provide strategic advice and help with the
development of market operations. Advantage West Midlands is taking a
significant step forward to solve a long-running problem and Z/Yen looks forward
to LBX’s launch later this year.
An International Cast of Stars
“Client
Intelligence”, one of our Breakfast Seminars on 22 January, attracted
so much interest that we will be repeating the event in February. The
seminar featured demonstrations from a truly international cast of stars
including Michael Jackson (Dr Michael Jackson the chief executive of
ShapingTomorrow.com);
Barry Solomon who joined us from Illinois to demonstrate InterAction a
client relationship management tool; Sebastian Leslie,a Scot who flew
in from Prague to demonstrate OneStopHit; Eric Eck, our French colleague,
who joined Robert Pay in demonstrating Pitchbuilder; and of course Michael
Mainelli who gave a multi-domiciliary demonstration of how PropheZy can
help predict client behaviour. There are still places at the repeat event
– to be allocated on a “biggest-bribe, best seat” ..... I mean “first
come, first served” basis via Mark Yeandle.
Benchmarking to Help Cut Charity Insurance Costs
The devoted
reader of Now & Z/Yen (hello Mum) might recall our study of insurance
in the not-for-profit sector (Now & Z/Yen, March 2003). That study
highlighted lack of information about insurance pricing as a key issue,
a finding reinforced by the Home Office Insurance Cover Working Group
recently. Never ones to shirk a challenge, we are teaming up with Charity
Logistics to develop an insurance renewal benchmark, an online tool which
will allow charities to immediately benchmark their insurance costs against
their peers. Charities and insurance companies alike should benefit from
the increased availability of information, which should also support moves
to more collaborative risk and insurance management throughout the sector.
Potential participants contact Mary O’Callaghan for more details.
The Power of Clients
In December
the finance team at Z/Yen completed two market surveys of the securities
clients of the major broker/dealers. 90 investment managers were interviewed
in 11 countries. As part of the survey, clients were asked to rank the
performance of the brokers and, for the first time, these rankings have
been published (see our website and recent press). As the rankings covered
11 leading brokers, Z/Yen’s “Spinal Tap Heads” wasted little time before
quipping about “rankings that go up to 11”. Interviews were carried out
by associates James Pitcher (Europe) and Jonathan Davies (USA). Further
client surveys will follow covering Foreign Exchange, Derivatives and
Hedge Funds.
OneStopHit Have Smart Intelligence
Z/Yen, working with OneStopHit, offer customised client intelligence solutions,
‘Smart Intelligence’, such as competitor news, market research and active
monitoring of internet and intranet sites as if they were news feeds.
OneStopHit searches predefined sources which can include third party websites.
From these, OneStopHit builds ‘channels’ for each client. One major law
firm uses OneStopHit to track the European rail industry including not
just major news, but regulator websites and company websites. Mark Yeandle
should be your first stop if you want to know more about OneStopHit.
Cable & Wireless
Z/Yen recently assisted C&W by delivering customer insights related
to the market for IP VPN. Despite the acronym minefield that is the IT
industry (IP VPN, MPLS, DSL, VOIP, ATM, IPSec to name but a few) Z/Yen
navigated a safe path and enabled C&W to target the most attractive
customers based upon the answers to a small number of questions. |