Articles by Bill Sheldon


Winning in the Coming B2B Payments Revolution. How FI’s Avoid Disintermediation

The SMB B2B Payments market is heating up as the digital revolution continues to ripple through the Financial Services marketplace. The B2B payments market for the Small and Midsize Business segment (up to $1B in revenue)...

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The Last Mile Problem: 7 Steps to Closing the Insights-to-Outcomes Gap

Changing front-line behaviors with data-driven insights will be critical to realizing the benefits from your investments in analytics.  It’s harder than you think! Perhaps you are one of those companies in the CMO Survey that is...

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Cross-Selling is an Endurance Run, Not a Sprint

This month, Chase Sapphire signaled a new strategic focus on cross-selling with a lucrative 60,000-point signup bonus for customers opening a new Sapphire Banking premium checking account. In addition, the offer includes special VIP access to Sapphire...

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The Opportunities and Challenges of Marketing Analytics for FinServ Firms

The arrival of the 21st CMO Survey in our inbox prompts us to lift our heads up from our day-to-day work with Financial Services clients and to think retrospectively about where the industry has come in...

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Beware of False Profits, Which May Come to You in AI Clothing

Image Credit: John Fowler With all of the hype around AI, don’t overlook the importance of Human Intelligence to ensure your analytics efforts are addressing the right problems With apologies to Matthew 7:15 for the tacky...

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Let’s Talk About the HiPPO In the Room. Five Steps to Activate Data-Driven Sales and Marketing

Increasing Data and Analytics Usage is the #1 Marketing and Sales Priority for B2B Companies No one will be surprised to hear that – according to a recent Forrester study1 – 82% of B2B companies believe...

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Why FinServ Businesses Need To Rethink Content. Period.

As virtually every marketer has heard, producing great content helps drive awareness, builds trust with customers, and improves lead conversion. For FinServ, Content Marketing is critical to building relationships and trust, and helping to educate customers...

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Small Business = Big Money

US-based local businesses comprise the world’s third-largest economy, trailing only the USA overall and China A consensus estimate is that the annual nominal gross domestic output of the United States is just north of $17 trillion...

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Local Location-Based Commerce is Far, Far Larger than E-commerce

The modern miracle of e-commerce is entering its third decade. While there is some nitpicking, the consensus reported in the New York Times is that the first purchase on a commercial website was the purchase of a music...

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Software is Eating the World and Financial Services is Next

Like many families, my son and I both have accounts that are linked at the same bank, and of course I sometimes transfer money online when his balance gets too low. (To be fair, he works hard to...

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