Tag Archives: Financial services

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 […]

The Convergence of High Tech and High Touch in Wealth Management

I wrote a piece for the popular fintech blog netbanker yesterday on how high tech and high touch are converging in wealth management, and what I will be watching for in that convergence zone next week at Finovate Fall 2012 in New York. In the article, I mentioned that most of the notable traction to date has […]

Wealth Management 3.0 Is Here– Are You Ready? (Part 1 of 3)

Most banks today have wealth management clients with an average age somewhere between 70 and dead (no offense, Mom). Their books of business were largely built in bygone eras, from fortunes made in companies and industries that no longer exist. These clients (and many of their advisors) are really not sure about this whole “interweb” […]