Post Tagged with: "Financial Services"

SBC InsurTech — Reporting from the Front Line (Week 1)

SBC InsurTech — Reporting from the Front Line (Week 1)

by January 24, 2017 at 6:48 am 0 comments

A lot has been written about the value of accelerator programs; and yet I decided to add to the rich list of articles and publish some…

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Solving the Conflict of Interest in General Insurance; The State of the Industry (Part I)

Solving the Conflict of Interest in General Insurance; The State of the Industry (Part I)

by January 5, 2017 at 8:09 am 1 comment

In my previous role at Barclays Investment Bank, I got to work with leading insurers and FinTech companies, shaping their future strategy through mergers & acquisitions (read more on my moves in and out of FIG M&A here). What became abundantly clear was that in the thriving FinTech sector, existingRead More

Anthemis Ecosystem Development: 6 Months In

Anthemis Ecosystem Development: 6 Months In

by December 15, 2016 at 7:39 am 1 comment

One of the things that we’re doing with Anthemis Institute and the Fellowship is working on how we can contribute to improving the existing ecosystem. The aspiring entrepreneur today, that wakes up one day and says, “I’d like to do this,” has a much, much richer, environment and ecosystem toRead More

Financial Communicators: The Past is Not Your Friend

Financial Communicators: The Past is Not Your Friend

by September 28, 2016 at 5:32 pm 0 comments

Shocker: I was a little flip this morning on the FCS Future of Financial Marketing Panel. Upon reflection, I wanted to unpack and…

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Can A Bot Help Your Bank Speak Millennial? [SPONSORED]

Can A Bot Help Your Bank Speak Millennial? [SPONSORED]

by August 30, 2016 at 4:12 pm 3 comments

Despite the ongoing efforts of banks to attract millennials, they are still failing to make an impression. According to Gallup, only 23% of millennials are actively engaged with their bank, making millennials the least engaged generation. Considering that fully engaged customers bring considerable benefits and higher revenues – this is a big problem. IfRead More

The Fintech Threat Is Real

The Fintech Threat Is Real

by August 30, 2016 at 9:00 am 3 comments

It may come as a surprise to many of us that consumers are generally satisfied with their banking relationships. However, this doesn’t mean that banks have nothing to worry about. Alternative providers and FinTech companies present a double-edged risk to traditional banks. First, there is the eminent danger of aRead More

Enriched Data Leads to a Better Breed of Personal Financial Management Tools

Enriched Data Leads to a Better Breed of Personal Financial Management Tools

by August 12, 2016 at 11:53 am 2 comments

Context is king in financial services today. The rich data delivered around transactions, particularly from mobile devices, is fueling the growth of a new breed of personal financial management. On Tuesday, data aggregation and analytics platform Yodlee, an Envestnet company, made a further advancement in delivering contextual information to customers while protectingRead More

Robos and the DOL Ruling: The Future of Wealth Management

Robos and the DOL Ruling: The Future of Wealth Management

by August 10, 2016 at 3:34 pm 1 comment

Roboadvisors are among the hottest trends in fintech — or invest tech, if you prefer — but a new proposed ruling from the Department of Labor has raised questions, specifically: Are roboadvisors fiduciaries? Robos, which provide personalized advice based on algorithms to clients without any need whatsoever for human interaction, seem toRead More

The Short History And Long Future Of The Online Lending Industry

The Short History And Long Future Of The Online Lending Industry

by May 26, 2016 at 3:42 pm 2 comments

Credit, private or public, is of greatest consequence to every country. Of this, it might be called the invigorating principle. -Alexander Hamilton So which is it? Is lending a good business, where moats and profit pools are durable and one can build billions in equity value … or is it anRead More

Submerging Payments, Part II

Submerging Payments, Part II

by September 14, 2015 at 1:25 pm 0 comments

Not much more than 100 years ago, the ice industry was a major component of the US industrial economy, contributing $660MM (in today’s dollars) to the GDP and employing 90,000 people, more than the total population of good-sized cities like Albany, Atlanta and Nashville. In the early part of the 20th century, ice went through […]