Author: Bob Bartleson
For some financial institutions, Know Your Customer (KYC) regulations may be overshadowing really “knowing your customer” …AND knowing that the empowered financial consumer has more choices to move their business…
Are AI and Human Diversity as necessary in financial services as in other disciplines? Artificial intelligence (AI) and machine learning in financial services range from chatbot assistants to fraud detection…
The adoption of cloud services accelerated during the COVID-19 pandemic. According to a report by International Data Corp., total worldwide spending on cloud computing, including hardware, software, and support services,…
As the world continues to evolve, so does the financial industry. AI is already being used in the financial industry in several ways. For example, it is helping financial institutions…
Can opposing philosophies work together? If asked in political circles (especially in today’s world of sound bites and shouting heads) the answer is a resounding NO! One of the more…
Skunk Works for Banks and Brokerages is not only viable, it’s advisable! As part of my executive responsibilities for a bank’s investment division and retail brokerage, I built a Skunk…
Is service design just a new catchphrase or does it deliver meaningful results? Buzzwords can be both good and bad. Within a tight-knit group of specialists (or even an industry)…
This article will be more first person than is typical for what is posted here—primarily because it requires discussion around some personal experiences. Transformation efforts have existed for years, but…
“Nobody cares how much you know until they know how much you care.” This quote is often attributed to Theodore Roosevelt, but while no known source can be found to…
You can thank Amazon for your more personalized, flexible, fast, and reliable financial cloud technology. Not because they are delivering the end products you enjoy from notable FinTech startups such…
Cloud adoption by banks has trailed other industries, but does JPMorgan’s recent touting of benefits gained from the cloud signal another future breakout for the stock? In his annual letter…
Collaboration and diversity are key to success, but many times these values are used more as buzzwords and/or published hiring statistics than they are pursued passionately by those espousing them….
Utter the words customer service to sales managers and/or business owners, and you’re likely to get a scowl and some reference to it reducing net profits from revenue at little…
When you are building trust as a leader, you need to make sure your communication is both complete and accurate. Great leaders tend to be exceptional communicators. It is important…
So what are characteristics of complex systems? They have many moving parts, and many connections exist between the parts–some known and some not known. Small changes can ripple across connections…
Transformations involve major shifts in an organization’s capabilities and culture in order to deliver improved sustainable results, with the goal of developing an ongoing mastery of change and adaptability. Successful…
Genuine champions like JaVale McGee know that it’s the supporters (in his case fans) who give them a chance to shine. Leaders in business do the same. Walt Bettinger, CEO…
BB: I suggested larger banks partner with nimble fintech companies in an article I published in January. I’ve also suggested such a model for cryptocurrency fintechs. Fintech companies who partner…
Synergizing the roles of leaders and managers is much like finding the puzzle pieces that fit together to deliver the entire picture. While this paper will not cover the specific…
Adaptability is an essential arrow in your workforce quiver–and it is a two way street. Leaders differentiate themselves from managers by giving employees a chance to succeed at new challenges…
