Use portfolio management to help your clients

Posted on August 17, 2018 at 2:00 PM by Stephanie Butler

I've been thinking about portfolio management and the use of portfolio management information.  My thoughts have centered on the need for financial institutions to gain more value from existing data sources and how else this information could be used. 

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Millennials: Is there a generation gap in banking?

Posted on July 6, 2018 at 1:00 PM by Stephanie Butler

In previous blogs, we discussed banking and Baby Boomers and Gen X-what each generation  wants and doesn’t want in their financial institution relationships.  Not surprisingly, both generations are tech users with unique financial needs.  Nowlet’s discuss Millennials!  Love them or not, Millennials are the future!   

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Generation X - Is there a generational gap in banking?

Posted on March 30, 2018 at 1:00 PM by Stephanie Butler

As discussed in my previous blog, the question of a generation gap in banking is a bit nebulous.  Depending on who you ask the answers can vary.  One thing is clear, no generation is all branch or all digital.  There is always a blend of services used and preferred methods for obtaining information.

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