Dear Senator Warren
Printer-friendly version (PDF) Dear Senator Warren: The recent Senate hearings and your comments directed at Well Fargo’s CEO have certainly caught the attention of my clients, U.S. commercial banks. No…
Focuses on improving performance in small business and middle market banking.
Printer-friendly version (PDF) Dear Senator Warren: The recent Senate hearings and your comments directed at Well Fargo’s CEO have certainly caught the attention of my clients, U.S. commercial banks. No…
Printer-friendly version (PDF) Past newsletters (and many client projects) have focused extensively on the attractiveness of the small business market and detailed the actions required to succeed in that space….
Printer-friendly version (PDF) Recent new stories about Wells Fargo and its cross-selling misadventures have put a harsh spotlight on a practice that many banks pursue and increasingly emphasize. Successful cross…
Printer-friendly version (PDF) Last time, we highlighted the challenges that banks face in successfully implementing an effective approach for relationship building. Hurdles include new and more agile competitors, a sometimes-skeptical…
Printer-friendly version (PDF) As banks pursue growing revenues and deepening client relationships, many find themselves in a fight for which most are ill suited; in some cases they do not…
Printer-friendly version (PDF) The Memorial Day food choice at the party I attended almost literally made the tables groan: steak, hot dogs, crab cakes, various salads, and vegetables. Among the…
Printer-friendly version (PDF) At many banks innovation in the SME space and elsewhere is dead. Bankers may throw the innovation word around, and a few may actually practice it, but…
Printer-friendly version (PDF) What are some of the likely characteristics of the banking world in which Relationship Managers (RMs) will operate over the next three-five years? – Increased customer self…
Printer-friendly version (PDF) Recounting stories of when I was a middle market relationship manager (RM) several decades (!) ago always results in something approaching shock and awe on the part…
Printer-friendly version (PDF) Big banks created the alternative finance industry. They handed a growth opportunity on a silver platter to entrepreneurs and private equity investors. How? As the economy soured…