Discover · Filtered archive
Financial Services · 2014
7 posts · newest first
Freddie Mac
When you are in the news for all the wrong reasons - in this case, the hangover from the global economic meltdown of 2008-2009, you might need to help your leadership team focus…
Keynote: Wells Fargo, San Francisco - Banking in the Era of Acceleration
The future of banking is fast - and in this case, I led a keynote for several hundred members of their information technology team to outline how a culture of agile extends beyond…
Keynote Case Study: Wells Fargo — Banking Was Entering the Era of Acceleration
Banking has always been built around trust. But by 2014, the way customers expected to access, manage and understand their financial lives was changing quickly. That was the…
Trend: The Future of Insurance, and the Actuarial Profession
The American Academy of Actuaries has just released their July / August edition of Contingencies Magazine, with an article about the impact of technology on actuarial practice…
Trend: The Disappearance of Cash!
CNBC interviewed me a few weeks ago on the question of "trends that could shake up the financial industry." Over the years, I've done thousands of such interviews. They just ran…
Video: "Insurance 2020: Challenge and Change!"
Here's a clip from a recent keynote for an insurance association at their annual conference in New Orleans; I'm speaking about the challenges that emerge in the industry as the…
Keynote: Elavon Merchant Services, San Diego - The Future of Payment Services
This organization, a heavy weight in the credit card processing space, invited me in to speak to their annual users group conference. I covered the range of issues that are…
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