Category: Financial Landscape

Leveraging Innovation to Capture the $124 Trillion Wealth Transfer

Bob Bartleson

Wealth managers are at a strategic inflection point: the $124 trillion intergenerational wealth transfer will either propel the next generation of market leaders—or accelerate client attrition for firms slow to…

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

Bob Bartleson

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…

What to look for in cryptocurrency banks and brokerages during 2019

What To Look For In Cryptocurrency, Banks, and Brokerages During 2019

Bob Bartleson

Executive Summary With new currencies, new fintech bank charters, and a new stock exchange garnering momentum, 2019 is looking like a busy year for the financial world. At the same…

Financial Institutions can survive fintech competition by getting competitive

How Financial Institutions Can Survive the Fintech Assault

Bob Bartleson

Executive Summary Today, much is expected from internal IT teams, including new delivery models and innovative technologies–in part to reduce losing customers to competing fintech companies springing up seemingly overnight….