Category: Blog

Advising Startup / Blog / Featured / Innovation / Success Series

February 20, 2023

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.

Adaptability / Articles / Blog / Featured / Innovation / Sustainable Transformations

February 17, 2023

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 in mainstream financial institutions...

Lean Portfolio Management Strengthens the Value Chain

Adaptability / Articles / Blog / Featured / Sustainable Transformations

February 16, 2023

The What, Why, and How of Implementing Lean Portfolio Management (SAFe® )

The world is changing fast, and as it changes so do customer expectations–and as Artificial intelligence (AI) and Machine Learning (ML) adoption increases, the changes will get faster and the expectations will be bigger!...

Transforming Financial Risk Management with AI

Articles / Blog / Digital Transformation / Featured / Innovation

March 10, 2021

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 to detect fraud, manage...

Kaizen and Kaikuku are not opposing philosophies at tug-a-war with each other

Blog / Sustainable Transformations / Transformational Leadership

August 12, 2019

Kaizen and Kaikaku – Win, Lose, or Win/Win?

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 famous sayings regarding opposites...

Using cloud for Skunk Works for banks and brokerages preserves capital

Blog / Financial Landscape / Innovation

July 29, 2019

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 Works team for digital...

Service design involves employees and customers

Adaptability / Blog / Featured

July 8, 2019

Service Design for Better Business Delivery

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) they can carry significant...

Defining transformation - evolve, change or transform

Blog / Featured / Sustainable Transformations / Transformational Leadership

June 24, 2019

Defining Transformation – Change, Evolve or Transform?

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 in the last 5...

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

Agile Management / Blog / Featured / Innovation

June 10, 2019

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 verify the attribution, it...

Financial Cloud Technology boosts FinTech

Blog / Featured / Fintech / Innovation

April 22, 2019

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 as Strip and robo-advisor...

Cloud adoption by banks like JPM Chase could influence stock valuations

Blog / Featured / Fintech / Innovation

April 8, 2019

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 to shareholders (April 4,...

Value Creation by turning customer service into customer sales

Blog / Featured / Sustainable Transformations

March 14, 2019

6 Ways to Turn Customer Service into Customer Sales

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 value. While this is...

Leaders and Managers need to fit together like puzzle pieces with different but complementary roles

Blog / Sustainable Transformations

January 30, 2019

How Sustainable Value Creation is Achieved through Collaborative Leaders and Managers

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 puzzle pieces in the...

Thinking out of the box child style - design thinking

Adaptability / Blog / Gag Reel

December 11, 2018

Thinking Out of the Box – Design Thinking

Test your inherent (and for some, learned) ability to apply Design Thinking with this video. Successful innovation requires we have the ability to see solutions outside of today’s approach. With the advances in technology...

Blog / Sustainable Transformations

November 13, 2018

Capitalizing on Change – Principles of Successful Transformation

Abstract Change must occur, but those prepared through knowledge and adherence to key principles will find opportunity where others fail. These principles include creating a pattern for change, candid assessment, strong leadership, a focused...