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I spent a great couple of days in San Francisco this week hearing from 72 FinTech companies at Finovate, stay tuned for my unique recap and thoughts from the largest Finovate ever. As usual, there were several companies focused on improving access and service to the so-called underbanked– those who are priced out of traditional [...]
Smaller and midsized banks can play in the wealth management big leagues, but they have to use some Moneyball type tactics to compete and win against the big budget competition. Before the financial crisis, a “Field of Dreams” approach worked– if you built it, they would come. An environment of deregulation, falling interest rates, a rising stock market [...]
I founded Clientific because I saw two huge opportunities in financial services. The first is helping financial institutions address the massive shifts that are defining a new era of wealth management, and the second is finding new ways to leverage financial technology to drive bank innovation. Today I am pleased to announce two exciting new developments that [...]
My friends and former colleagues at U.S. Bank’s Ascent Private Capital Management recently won “Best Newcomer- Private Wealth Manager” and was highly commended for “Best Multi-Family Office- Client Service- Over $2.5 Billion” in the 2013 Private Asset Management (PAM) Awards in New York. Congratulations to the entire team! ___________________________ Separately, Fast Company listed “The World’s Top [...]
(This was originally published as a guest post for my friends at the management consulting and strategic communications firm Beyond the Arc: Understanding how customers really want help.) On the same day I published a post on the Clientific blog about the sometimes disappointing allure of technology (Technology is Not a Silver Bullet), the always [...]
