Tag Archives: Business

Clients Do Not Want Help. Until They Do.

(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 […]

Banker Jones and the Last Crusade: Is Wealth Management the New Holy Grail?

In my June 6 post 9 of 10 Banks Are Mulling an Overhaul I linked to the American Banker article that cited the findings from a KPMG study that also said: “Forty percent of the respondents said that asset and wealth management would be essential to expand revenue over the next few years.” But another […]

Congratulations Finovate Spring 2012 Winners!

Congratulations to the Finovate Best of Show winners (in alphabetical order): All in all a great show, and I enjoyed meeting lots of great people as I explore the intersection of leadership, advice and technology. More of my impressions and my personal favorites coming soon. BehavioSec BillGuard Dwolla iQuantifi MoneyDesktop Personal Capital SoMoLend