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Cloud: Delivering Business Value While Reducing Costs
The cloud is not new, but it remains incredibly important. Yes, leaders at financial services institutions continue to worry about the cloud’s ability to meet their strict security and privacy...
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Smart Machines: Putting Tech To Work For You And Your Clients
Smart machines, which encompasses a group of cognitive computing technologies such as advanced machine learning, natural language processing, and prescriptive analytics to make decisions and solve...
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The DOL’s New Conflict Of Interest Rule, In A Nutshell
In April of this year, the U.S. Department of Labor finalized a new rule that is meant to protect individuals from receiving retirement investment advice that, in reality, may not be in their best...
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Banks Might Not Have To Cover Fraudulent Activity
I recently received a letter from American Express, warning me about a data breach that occurred with a third-party service provider several years ago. Although the letter doesn’t name the company who...
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Technology Partnerships: Creating New Avenues Of Revenue
There’s no question that financial institutions need cutting-edge technology to support growth. However, there is also no question that technology is not their core business. Therefore, it makes sense...
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Bank With High CX Score Mentions “Customers” More
As I mentioned in a previous blog post, Michael Porter, a colleague of mine, was live-blogging at last week’s Forrester CXNYC event, a conference for customer experience leaders, innovators, and...
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How Vanguard Wins Over Customers Without Even Meeting Them
As a long-time customer of Vanguard, I can attest to their great way of doing business. While I’ve never set foot into an office of theirs, the financial services company – one of the world’s largest...
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Protecting You And Your Clients Through Technology And Strategy
Every industry experiences cybercrime, but probably none more than financial services, at an average annualized cost of $13.5 million. If you look at the Breach Level Index, you will notice that some...
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3 Ways To Bank On Your Phone (And How They Compare)
There are many ways to bank. You can call your financial institution on the phone, go to the nearest brick-and-mortar branch, or hop online. While these are the most traditional ways of banking,...
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Funny Fiduciary Rule Video Surpasses 4 Million Views
A couple of weeks ago, I shared a brief overview of a new rule the U.S. Department of Labor (DOL) recently finalized. While it’s certainly nothing to laugh about, comedian and host of “Last Week...
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