Discover · Filtered archive
Financial Services · 2008
14 posts · page 1 of 2 · newest first
What's next with financial, insurance and banking services?
This dude to the right? He's about to inherit a whole whack of money. Indeed, before the financial meltdown in the last month, the slides I used at a wide variety of financial…
Keynote: CMA Canada Strategic Management Conference - Future Trends for Financial Professionals
Jim Carroll was the keynote speaker at the CMA Canada Strategic Management Conference in 2008, addressing one of the country’s most respected gatherings of management accounting…
Financial meltdown? Or environmentally responsible reporting?
I don't want to distract from the seriousness of the events unfolding on Wall Street, but check out these headlines: American banks face financial meltdown if their reforms fail…
National Australia Bank, Sydney, Australia: Innovation Strategies for Financial Advisors & Financial Organizations
A keynote that looked at the key trends and opportunities in the areas of personal financial planning, investment, mortgage and other financial services.
Extreme skills: what happens when knowledge runs out?
I'm in Vancouver, about to deliver a keynote to a global professional services firm, with the working title, "Extreme Skills Specialization: What Comes Next with Global Talent…
Computational analytics is another new plastic!
At my keynote to the US Association of Actuaries this week, and for a keynote to LOMA last week (an insurance association conference), I played a series of maps that showed the…
Who's hot? Actuaries are hot!
I just came back from delivering the opening keynote for the annual meeting of the US Association of Actuaries. This crowd is the risk assessment side of the US life insurance…
Text message polling - on stage with instant interactivity and feedback
Over the last several months, I've been incorporating some live text message polling into my onstage presentations. Yesterday, at an insurance industry conference, I put up a…
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…
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…
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…
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…
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