A United Approach to Risk Management

Posted on November 2, 2017 at 3:00 PM by Mike Horrocks

Henry Ford is credited to have said, “Coming together is a beginning. Keeping together is progress. Working together is success.”   This is so true with risk management, as you may consider bringing in different business units, policies, etc., into a culture of enterprise risk management.  Institutions that understand the concept of strength from unity are able to minimize risks at all levels, and not be exposed in unfamiliar areas.

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Understanding the Millennial Mindset

Posted on October 27, 2017 at 2:00 PM by Chris Braccia

It seems like only a few years ago Generational Marketing and the coming of the millennial segment was all the buzz in the financial services industry.  Boomers are steadily entering into retirement.  Generation X is assessing how to retire debt, downsize and monitor their investments.  Gen Y – the Millennials—are now flexing their financial muscles. Is your institution attracting and retaining this valuable generational segment?  Do you have the analytics and strategies in place necessary to communicate and create the right experience?

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Creating the Happiest (and Most Profitable) Customers with your Big Data Strategies!

Posted on October 19, 2017 at 3:00 PM by Mike Horrocks

Earlier this week I participated in American Banker’s BankAI 2017 conference, learning and sharing insights with some of the brightest minds on how data, analytics and bankbots will change banking. It was exciting to see all the different use cases ranging from Bank of America’s digital assistant Erica to probably a few too many chatbot demos showing how to get your routing number. However, the coolest example of using data to enhance the customer experience and increase the total customer value actually took place a week earlier while I was traveling with my family at the original “Mickey Mouse operation” – Disneyland®. Stay with me on this concept, and it will change how you look at customer engagement…

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