Strategy

Is There a Role for the Branch in The Digital World?

I was fortunate to participate in FinovateSpring in San Francisco this past May. I joined the Leaders Debate session titled “How New Players, New Platforms & New Technologies Will Transform Digital Banking. Is There A Role For The Branch In The Digital World?” In preparation for that session, they asked me to write a blog…

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Highlights of IBM Think 2019

As noted in a previous post, I attended IBM’s Think 2019 conference in San Francisco earlier this month. For four days I listened to all types of presenters, met with IBM and partner representatives, talked to people in all kinds of industries, and finally met in person a fintech-verse friend I have known for many…

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The Problem With Customer Opinion Surveys and Strategy

For the past few years I’ve noticed that more and more banking and banking technology articles about the future of banking seem to be informed by dubious claims. The writers derive these claims from customer opinion polls and immediately jump to conclusions without understanding survey methodology. Some researchers and consultants conduct customer opinion surveys with…

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My Interview with Stellar Strategic

  I was interviewed by Jennifer Brooks the Chief Marketing Officer at Stellar Strategic Group, a digital marketing company that works with financial service organizations. We covered fintech, blockchain, neobanks, and where the banking industry is likely to go in the next few years.  You can read the interview here.  

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