Vendors To Banks: You’re Fired!
Printer-friendly version (PDF) Here is a somewhat surprising phenomenon. A small, but we think increasing number of vendors in the finance and payments spaces, are limiting their reliance on or…
Printer-friendly version (PDF) Here is a somewhat surprising phenomenon. A small, but we think increasing number of vendors in the finance and payments spaces, are limiting their reliance on or…
Printer-friendly version (PDF) Just this week I was trying to reach the head of a regional bank’s small business group. He emailed back that he had switched jobs and I…
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) In recent weeks I have had the opportunity to review 20+ proposals from alternative finance (alt fin) companies in response to RFPs from banks evaluating potential lending…
Printer-friendly version (PDF) In true guy fashion, when watching TV I like to flip from one channel to another, searching for the always elusive ultimate program. However, there is one…
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…