Financial Services

December 16, 2015

FINANCIAL SERVICES

Mortgage Lenders Imperative – Engage Millennials

I am a millennial and my entire financial life fits in my front pocket. Whether I am setting up automatic credit card payments, paying a friend back for a dinner...

October 30, 2015

FINANCIAL SERVICES

No More Bankers’ Hours: Join the Live Chat

“Bankers’ hours” started disappearing with the advent of ATMs in the 1970s and 1980s. Today, online and mobile access has made the transactional side of banking a 24/7, anytime, any...

October 22, 2015

FINANCIAL SERVICES

A New Model To Innovate in a Digital World

Becoming a digital business requires transforming literally every aspect of your company, including the way you innovate. Because digital business breaks down boundaries between industries and markets—think Uber—innovating within the...

October 16, 2015

FINANCIAL SERVICES

Please Hold: Your Wait Time is 4 Days

As somebody who avoids going into shops at every opportunity it was only natural that I reached for the laptop when we decided it was time to move to a new home. A mere 48 hours later an agent had visited our property, produced an advert which made us wonder why we were moving, leaving […]

October 13, 2015

FINANCIAL SERVICES

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...

July 22, 2015

FINANCIAL SERVICES

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 15, 2015

FINANCIAL SERVICES

How Banks Can Capture New Customers by Adopting a Digital Strategy for Mortgage Lending

Banks are experiencing market disruptors attacking from many angles. They’re facing competition not only within the financial services industry, but also from non-traditional banking institutions that are delivering new mortgage...

May 11, 2015

FINANCIAL SERVICES

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 banks. A central part of my discussion was the notion that things are not changing, they’ve already changed. Consumers across the globe have a heavy appetite for digital services. Digital […]