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bank innovation

Bank Innovation Panel: New Product Strategies

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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 […]

Reimagining Bank Product Design in the Experience Economy

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When B. Joseph Pine II and James Gilmore wrote a book called “The Experience Economy,” they built on the work of Alvin Toffler (“Future Shock”) and others on the value of creating experiences. They cited Disney, Starbucks, Nordstrom and other leading brands as examples. Pine and Gilmore argue– and I agree– that our economy has […]

Honors for Innovative Wealth Management Companies

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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 […]

FinovateEurope 2013 Best of Show Winners

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By Jim Bruene on February 13, 2013 4:24 PM Our third FinovateEurope wrapped up a few hours ago. At the end of each of the two jam-packed days, the London audience voted for their favorite three demos. The top eight overall were named Best of Show (see notes). The winners (in alphabetic order): Credit-Agricole for its app store where it is […]

Wealth Management Innovation: Finovate Europe Preview

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My friends from Finovate are taking the show back to London February 12 & 13, this time extended to two days to fit in 64 innovative companies. Here are a few sneak previews of companies I will be watching relevant in the wealth management, PFM and investing space. (via post show videos, though I will again be there […]

Five Shifts that Define the New Era for Wealth Management

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Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways. Many of the strategies, skills and behaviors that enabled success in the past are now at best ineffective, and completely irrelevant in some cases. Advisors and firms serving affluent clients must adapt […]

Best Ideas From Bank Innovation 2012- Part 1

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Last week I attended the Bank Innovation 2012 Conference in San Francisco. I met a lot of great people and picked up some new ideas. Here’s what stuck out for me (in a good way): What Is “Banking” Today?  A Debate on the Future “We need to marry the online experience to the real world […]