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Financial Services

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  1. · Branding & Marketing · Financial Services & Banking

    Financial industry innovation - change the game!

    Here's something to think about: we are going to see $12 to $18 trillion in intergenerational wealth transfer in the next 12 years in North America. (US GDP is $12 trillion). By…

  2. · Financial Services & Banking · Keynotes & Events

    A new era of "social wealth management?" Innovating banking at high speed!

    I'm about to head out the door to keynote a leadership team, business analysts and IT staff for a leading multinational bank. The theme of my luncheon talk is, of course…

  3. · Financial Services & Banking · Growth Strategy

    A memo to the CEO: Innovation matters more than ever

    Memo To: CEO's worldwide, (particularly in the financial sector) From: Jim Carroll ------------------------- I know things are extremely busy, particularly given our economic…

  4. · Financial Services & Banking · Innovation

    High velocity e-commerce: a keynote for VISA

    I'm about off to keynote a conference for Visa. With executives in the room from Apple, Sony, Ticketmaster, HomeDepot and other organizations that are e-commerce heavy hitters…

  5. · Case Studies · Financial Services & Banking

    Keynote Case Study: Visa — Payments Were Moving at Digital Speed

    Long before today's digital-wallet economy became mainstream, the payments industry was already confronting a fundamental acceleration. That was the context for my keynote for…

  6. · Financial Services & Banking · Growth Strategy

    Credit Suisse Bulletin: Success Comes to Those Who Evolve

    Credit Suisse, headquartered in Zurich, is global financial powerhouse operating in 50 countries; 48,000+ employees, assets of $75 billion US, and net assets under management of…

  7. · Change · Financial Services & Banking

    The disappearance of change management?

    I'm off today to Montreal, to keynote the 2007 International Financial Leaders Forum. This is a gathering of several hundred senior financial leaders from throughout the private…

  8. · Financial Services & Banking · Human Capital

    Outsourcing transitions from cost savings to strategic necessity

    My latest CAMagazine column is out ; in it, I focus on the role that financial executives should be thinking about in the context of the massive rates of change occuring in the…

  9. · Financial Services & Banking · Innovation

    Banking and furniture industries -- coping at high velocity!

    It's been a busy week, with keynotes for the American Community Bankers Association and the National Home Furnishings Association. This gave me an audience of several hundred…

  10. · Financial Services & Banking · Innovation

    Corporate banking at high velocity

    I spoke last week at a senior level banking conference; in attendance were C and VP level executives from such major banks as JPMorgan Chase, Merrill Lynch, Harris NA, Wells…

  11. · Event Highlights - Financial · Event Highlights - Major

    Fidelity Bank (Cayman): Competing in the Global Economy

    Jim opened a conference of leading financial, banking and investment professionals, at an event attended by the Governor, Mr. Stuart Jack, CVO, as well as the majority of Cabinet…

  12. · Financial Services & Banking · Keynotes & Events

    The Globalization of Financial Services in the High Velocity Economy

    I'm now in Grand Cayman, one of the top five financial centers in the world, where I'll be speaking to the Cayman Business Outlook this morning. I'll be taking a look at the rapid…

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