Greg Satell’s article does a great job of identifying the challenges of digital transformation. He begins by referencing McKinsey’s highly discouraging estimate that only 1/3 of all digital transformations succeed. It is one of the highest priorities for every financial services organization, yet success is surprisingly elusive! The article’s focus on people vs. technology is […]

This McKinsey & Co. article “Digital Strategy – the Four Fights you have to win” is an excellent summary of the digital hurdles that lurk in many organizations.  As we join our clients on their digital journeys, we see examples of these 4 fights around every corner.  The article talks about the risk of incrementalism – […]

Does the role of technology simply reduce costs and increase productivity?  A recent report by Fidelity Clearing indicates that there are bigger benefits – including 42% higher AUM and 24% higher compensation for e-advisors (tech-savvy) – this report is an important read and sheds some new light on the value of technology in the advice […]

We were recently interviewed for an article in Wealth Professional on the subject of Open Banking and how this movement will be a catalyst for digital transformation.  I was interested to read McKinsey’s interview of 3 fintech CEOs on the same subject this morning.  In order to balance the demands of new regulations and to […]

Creating a frictionless brand experience by tightly stitching together human and technology interactions is quickly becoming table stakes.  Two of my recent experiences in buying a digital TV box, demonstrate how high our expectations have become in today’s time-starved world, and how high the bar has been raised by companies that truly understand this. I […]