Financial Services Industry (FSI)

December 16, 2015

FINANCIAL SERVICES

Mortgage Lenders Imperative – Engage Millennials

3 min read

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

2 min read

“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 13, 2015

FINANCIAL SERVICES

The Branch: A Retail Bank’s Secret Sauce to Success

5 min read

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...

September 1, 2015

DIGITAL TRANSFORMATION

With Digital Transformation, Banks Can Be the New Disruptors

3 min read

As a connected consumer, I can buy a book, plan a vacation, or choose a movie from any number of devices and from any location (home, office, car, or airport!). These interactions are not only convenient, they are more and more highly personalized and tailored to my likes and dislikes. We have all experienced this […]

July 22, 2015

FINANCIAL SERVICES

Digital Payments Lack the Framework for Success…And That Needs To Change

3 min read

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...

May 11, 2015

FINANCIAL SERVICES

Making the Branch Core to Omnichannel, and a Hub for Financial Expertise

4 min read

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 […]

April 30, 2015

FINANCIAL SERVICES

Make Collaboration a Key Part of Your Litigation and Claims Handling Strategy

3 min read

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 claims handling and litigation management. Adjusters assigned to manage the claim are geographically dispersed, have varying degrees of expertise about the loss event, and handle multiple claims simultaneously. Disparate legacy […]

How Banks Can Begin the Journey to IoE Readiness

3 min read

Cisco’s recent survey of 7200 banking customers in 12 countries left me with a crystal-clear takeaway: consumers are ready for the Internet of Everything (IoE) — and they want...