This is my shortest post ever. I have sat in numerous financial services conference sessions over the past several days as I try to contemplate all of the ways that the megatrends of social, mobile, analytics and cloud might impact the future of the client-advisor relationship. One of the biggest things for me is to […]
Social and Channels and Brands, Oh My!
Hopefully readers can forgive me if I sometimes seem a little disjointed in my writings. I attend wealth management conferences and find myself the only person talking about digital marketing, social media and engaging clients across multiple delivery channels. Then I attend social media and financial technology events and find myself the only person talking […]
Best Ideas from the Best of the ABA
After exploring my inner geek the week before at the Microsoft Research TechFest2012 and the GeekWire Summit, it was time to put the pinstripes back on this past week (figuratively, at least) as I headed to Scottsdale for the American Bankers Association Wealth Management Conference. There were more suits and ties and fewer jeans (and […]