News

The Branch: A Retail Bank’s Secret Sauce to Success
The Branch: A Retail Bank’s Secret Sauce to Success
So This Guy Walks into a Branch… I like to think of myself as a tech-savvy consumer, and that includes my banking habits. That means that I rarely step across the...
Oct. 13, 2015
Digital Payments Lack the Framework for Success…And That Needs To Change
Digital Payments Lack the Framework for Success…And That Needs To Change
Co-authored with Mark Kovarski In an era of constant technological evolution, our utilization of different technologies, including mobile devices, has had massive impact on the financial services industry. As...
July 22, 2015
Making the Branch Core to Omnichannel, and a Hub for Financial Expertise
Making the Branch Core to Omnichannel, and a Hub for Financial Expertise
I recently returned from a Financial Services Summit event in China, where I discussed trends in an omnichannel delivery strategy with an audience from 30
May 11, 2015
Make Collaboration a Key Part of Your Litigation and Claims Handling Strategy
Make Collaboration a Key Part of Your Litigation and Claims Handling Strategy
For those of us who have been in this industry awhile, the Property and Casualty (P&C) insurance market continues to be plagued by inefficiencies in
April 30, 2015
The Connected Life: The Art of the Possible in Insurance
The Connected Life: The Art of the Possible in Insurance
Gathering and Harvesting New Data through “The Connected Life” The Connected Life, the digital life is steadily emerging. Today’s insurance consumers are increasingly tech savvy and want services...
March 31, 2015
Enabling “The Easy” Button for Insurance
Enabling “The Easy” Button for Insurance
Nearly a year ago, I wrote a blog titled, “Mayday for Insurance and Financial Services,” where I detailed how next-generation customer experience
March 25, 2015
IoE Can Help Banks Regain Customer Trust by Delivering Better Advice and Mobile Services
IoE Can Help Banks Regain Customer Trust by Delivering Better Advice and Mobile Services
In years past, a visit to the neighborhood bank branch often featured face-to-face meetings with a trusted advisor who would guide customers through their most challenging financial journeys — often...
Feb. 19, 2015
Big Data Analytics Remains a Big Opportunity for Wealth Managers – Part I
Big Data Analytics Remains a Big Opportunity for Wealth Managers – Part I
Wealth Management firms are spending billions on IT to differentiate in the market place. Yet the question remains, can “Big Data” have a material impact
Dec. 17, 2014
How U.S. Banks Can Transform Customer Interactions to Increase Profitability
How U.S. Banks Can Transform Customer Interactions to Increase Profitability
You order a movie online and additional suggestions pop up, based on a deep knowledge of your likes and dislikes. You plan a vacation and similar suggestions appear, reflecting your...
Nov. 13, 2014
Three Steps for IT to Deliver Better Business Results
Three Steps for IT to Deliver Better Business Results
The situation that many IT people find themselves in today is dripping with irony. They’ve deployed so many innovations over the years to address so many
July 28, 2014
A Major IT Shift – Delivering Business Outcomes
A Major IT Shift – Delivering Business Outcomes
During geek-fests like CiscoLive, it’s easy to become hypnotized by all the amazing technology. So many smart people are innovating in so many amazing
July 3, 2014
IT Spending: Top 8 Areas Where Banks Are Spending Their 2014 IT Budget
IT Spending: Top 8 Areas Where Banks Are Spending Their 2014 IT Budget
As we approach the second half of the year, banks are continuing to shift their IT and marketing budgets to focus on improving and differentiating the
June 13, 2014