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14 Key Innovation Strategies for Financial Advisors & Financial Organizations
(This post was originally written back in 2010 after I did a talk for the National Australia Bank financial advisory team. Sometimes, trends posts don't bear up well with…
Article - "Are you ready for financial mashup widgets?"
My latest CAMagazine article is out. In January, I was invited to address a group of CIO's and CFO's from some of the world's largest insurance companies -- a pretty heavy duty…
The insurance industry in 2015
(A note from Jim: I wrote this post in 2009. It's getting an extensive number of hits now, in 2015. I was right on some of these trends, but perhaps too soon on some of the rest?)…
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…
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…
The Future of Risk: Achieving Skills Agility in the High Velocity Economy
Back to work, and I'm off to San Antonio, Texas, to keynote the Property and Casualty Insurers Association of America Joint Underwriting/Marketing conference. I'll be speaking to…
"...soon hundreds of people were using Mr. Carroll's machine to surf anonymously"
In today's Globe: "Jim Carroll was stunned when Rogers Cable told him it had received a complaint that a hacker was using his Internet address." (PDF) I wrote about this situation…
Reinsurance and the future of risk
This week, I'm keynoting the Canadian Reinsurance Conference in Toronto. This is the third insurance event for me this month, after previous talks to senior management of Towers…
"We've gone from irrational exuberance to irrational pessimism"
"Jim Carroll suggests business owners should pop a few Advils, drink lots of water and get over their dot-com hangover already". -- from " Tech 'guru' says business is gripped by…
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