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Consider Maturity, Limitations, and Appropriateness of New Tech

Digital transformation initiatives should also consider the maturity, limitations, and appropriateness of artificial intelligence, machine learning, and robotics technologies. Again, look to other industries for insight. If you believe the automotive pundits, fully autonomous, driverless cars are only months away. Google and Tesla told us they would have fully autonomous cars by 2018; GM planned […]

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A Roadmap for Building Trust With Wealth Management Clients

Wealth management firms are at the dawn of this journey. You should focus on strategies that respond to Millennial behavior and operational excellence throughout the entire client lifecycle. This focus is essential to creating the trust required to make all the complex technology work. If you want your clients to embrace artificial intelligence, machine learning, […]

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Wealth Management is Getting Serious About Digital Transformation

Hardly a day goes by without a mention of how to use artificial intelligence, machine learning, mobility, and robo-advice to make wealth managers more relevant to the holy grail of customer segments – Millennials. In a few years, Millennials – who have owned digital devices all their lives – will make up half the world’s […]

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4 Lessons in Digital Disruption for Retailers

This great article published by CMO.com (an Adobe publication) two days ago, “Digital Disruption In Retail: Marketers’ Work ‘Not Even Close To Done’,” has four great takeaways for retailers facing the concept of digital disruption and transformation. Lesson 1: Marketers and merchants are still trying to work through the growing pains of omnichannel retail Many large […]

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CGT: Strategies to Engage Millennials

Here at this week’s CGT conference, we are able to get a lot of focused information in a short time frame. Oracle and Interbrand focused a breakfast on understanding millennials and how to engage them. What are they? This is the, “everyone gets a trophy generation as they were growing up.” There are 70 million millenials […]

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Defining the Customer Experience: Don't Stalk Me

Back in March, I mentioned a Global Survey Oracle did on customer experience.  That’s been a hot topic of late in my world.  As part of that survey, they continue to build off of the nuggets of information found in that survey. Emil Fernandez pointed me to an update on that survey that includes a […]

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Defining the Customer Experience: Don’t Stalk Me

Back in March, I mentioned a Global Survey Oracle did on customer experience.  That’s been a hot topic of late in my world.  As part of that survey, they continue to build off of the nuggets of information found in that survey. Emil Fernandez pointed me to an update on that survey that includes a […]

Read more

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