Differentiate By Actually Being Different
In order to differentiate ourselves from our peers we need to consider parting ways with some of the most cherished marketing practices in the financial industry.
Advice
How to Win Financial Industry Accounts
This article is directed at service providers and professional service firms, who would like to gain entry into the lucrative financial services market, such as brand, PR, and marketing agencies, lawyers, and accounting firms.
Technology Companies Are Gunning For Financial Services Clients And Their Data
According to a recent McKinsey study on banks, the client side of the banking business is six times more valuable that the balance sheet provision side. There is a lot of talk about big data. The big lever might be your clients’ small data. Today, a race is on in the financial space. FinTech wealth …
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Automation and Machine Learning To Change Development And Marketing Of Financial Products And Services
I this article I argue that anyone who prides themselves on being process-driven and is performing repetitive work will soon face stiff competition from automation and machine learning, as they are being introduced in the financial services space. Imagine algorithms establishing specific client preferences from past investment patterns that autonomously trigger financial portfolio modelling and …
Tips for entering the Swiss market with little risk
Your analysis points to significant business potential in Switzerland. And that you need to be there on the ground in order to harness that opportunity. You are not alone. Companies in financial services, pharmaceuticals, healthcare, and technology have looked for years to capitalize on the various benefits Switzerland has to offer. Enough has been written …
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One of the most powerful strategic levers: reducing senior staff involvement
I have observed throughout my career that senior staff is frequently involved way beyond discharging their supervisory duties, or ensuring that activities are properly executed. They are often used to provide repetitive guidance at a very tactical level. The expertise gap The reasons for this are varied but often boil down to a simple fact: …
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