Category: Innovation

Mastering Advisory Roles for Startup Success

Advisors orchestrate startup success through multifaceted roles—building trust, navigating cultures, and crafting deals. Their strategic prowess unveils investment potential, identifies trends, and forges connections. This series explores their pivotal dance, from mastering financial support to empowering founders and navigating the ascent with precision.

AI with Scaled Agile

Is AI SAFe®? Strategic AI with Scaled Agile Methodology

While much of the news of AI in financial services has focused on Fintech innovation, such as I Know First (a Big Data, Self-learning Algorithm for investing), AI has been…

Transforming Financial Risk Management with AI

Transforming Financial Risk Management with Artificial Intelligence

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…

Using cloud for Skunk Works for banks and brokerages preserves capital

Skunk Works for Banks and Brokerages: A New Era of Innovation with AI and Cloud

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…

customer journey mapping begins with face-to-face meetings with customers

The Value of Customer Journey Mapping

“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…

Financial Cloud Technology boosts FinTech

Financial Cloud Technology Booming

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 like JPM Chase could influence stock valuations

Cloud Adoption by Banks Too Slow?

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…