FinServ Digital Transformation: It’s All About the Data

CEOs and their leadership teams in FinServ companies—from banking to insurance to credit—are moving on to the next wave of digital transformation: data strategy and execution. While every company is at different stages of digital maturity (as are individual BUs and functions within each company), one trend is absolutely clear:

Help Wanted: IoT Roadmaps Needed!

The old adage “You can’t get there from here” is an expression that suggests a destination can’t be reached without extensive, complicated directions. Now imagine how much more frustrating it would be for the person seeking directions if they didn’t even know where “here” was, let alone “there.” In recent intelligence work that we completed […]

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 lounges at concerts, sports and special events as well as early ticket sales and premium seats. The irony is […]

The Critical Path Ahead for Tech CMOs

It’s here.  The 21st CMO Survey is out and it gives us the opportunity to lift our heads up from our day-to-day work with our Technology clients and understand CMOs’ perspectives on where they are placing bets on growth and where the greatest risks of failure in their operations might be.  It’s a good tool […]

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 the last year. It affords us an opportunity to compare our “on-the-ground” client experiences with the experiences of the […]