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 [...]
Innovation, new, groundbreaking, game changer, revolutionary, creative
Great post from Finovate ahead of the kickoff tomorrow morning. Click here to read the original post. Stay tuned for my notes and observations.
Wealth management firms are increasingly turning to financial technology (FinTech) to enhance the client/advisor relationship, not just deliver self-service tools. It’s about time. That very subject is a prominent theme on this blog, and it comprises a lot of the work I do for financial services and FinTech firms. Ernst & Young’s recent report Enhancing the [...]
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 [...]
On Monday March 18 I will be moderating a panel on New Product Strategies & Possibilities at the Bank Innovation 2013 conference in San Francisco. The panel will discuss best practices to promote innovation in product management from a variety of perspectives from within and without the banking industry. That’s a topic I have been spending quite [...]