How financial institutions leverage social media with their customers is clearly a work in progress; and where this will trend in the future is very much to be determined. Will it be used primarily as a community tool or focus more on lead generation? Will it be a place to push products or primarily for […]
The Customer Response Summit [#crsummit ] is a powerful event meant to be a place for leading edge companies to share ideas, best practices and success stories with each other. I had the privilege to speak at the event and was a key contributor to a superb display of thought leadership in one of the […]
Welcome to the new world of banking. If last year was the year that saw the rulebook rewritten, 2011 will be the year companies transform their business plans to meet the new challenges and embrace opportunities. One area those opportunities will be prevalent is within technology and innovation. At the Retail Financial Services Symposium I […]
I have had the opportunity to speak at some great conferences over the past few years and 2011 will be no exception. I just presented at the American Bankers Association Insurance Risk Management Forum (blog post on conference highlights forthcoming) and I’m gearing up to present at the following conferences over the next few months: […]
Free choice is a wonderful thing. At least, it is when one of the options happens to be desirable. When none is, you have on your hands what is known as a dilemma. At first, a dilemma was exactly what online banking seemed to present to bankers. The fear was that offering online services would […]