The Importance of Governance with RPA

The Importance of Governance with RPA

In a recent blog, I suggested that RPA technology is a tool, not a full-blown strategy. It is not an uncommon sentiment, however, for banks and other organizations to believe that tools are less complex than strategies and require less upfront consideration. This post highlights that, regardless of whether companies believe tools or strategies are more complex to design and implement...

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The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. What I found was similar to what we wrote about last year and in 2016. Banks are still addressing the same overall types of challenges: building modern platforms to use the data in their legacy systems and building a culture of...

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Meet Your New (Digital) Co-Worker

Meet Your New (Digital) Co-Worker

What Evolutionary Psychology Teaches Us About Robotic Process Automation Modern humans have evolved immensely from our ancient ancestral roots, though some primal features still exist. The appendix and our hypothalamus stress responses (think “fight-or-flight”) are two such examples. While the appendix [mostly] doesn’t interfere with our daily lives, how we respond to stress and our tendency...

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Winning the Battle for Customers: A Dinner Conversation with Bay Area Financial Services Leaders

Winning the Battle for Customers: A Dinner Conversation with Bay Area Financial Services Leaders

A dinner conversation among Bay Area execs about winning the battle for customers generates a surprising level of passion and intensity.  We saw this in spades at a recent gathering of financial services leaders at Prospect in San Francisco.  Once we were satisfied with the sharing of two vintages of our Director’s Reserve Cabernet, Don Peppers (formerly of Peppers and Rodgers) and Paul Hagen...

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Dr. Bot Will See You Now – Why Healthcare is Starting to Look at Conversational Interfaces

Dr. Bot Will See You Now – Why Healthcare is Starting to Look at Conversational Interfaces

  I recently attended a chatbot meet-up put on by Delta Dental of Washington, featuring Lili Cheng, Corporate Vice President of the Microsoft AI and Research division, who spoke about AI and conversational interfaces. Conversational interfaces, such as chatbots and voice assistants, are a hot topic right now, and we’re seeing many of our clients trying to wrap their head around these...

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Creating an RPA Strategy for Banks

Creating an RPA Strategy for Banks

Some of the biggest changes in how we conduct business relates to changes in technology. In fact, technology has changed more in the last two decades than in the 200 years before that. Banks have traditionally not been early adopters of change, particularly when it comes to technology and shifting to digital organizations.…

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Move Aside Cloud, Blockchain is the Newest ERP Trend

Move Aside Cloud, Blockchain is the Newest ERP Trend

On January 10, 2018, Geoprise Technologies Corporation, the maker of GM-X ERP, announced that it has partnered with Coin Sciences Ltd, maker of the MultiChain blockchain platform, to launch an ERP application leveraging blockchain technology to enable secure business-to-business collaboration and others are quickly following suit. Let’s take a step back to understand what blockchain is and...

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Off the Chain – Blockchain is Hot but Still Unproven

Off the Chain – Blockchain is Hot but Still Unproven

We are about 24 months into the hype cycle on Blockchain, measured by the volume of news that has started trickling out from institutional investors and software companies, as well as the recent surge of interest in Crypto Currency trading.  We are potentially looking at another 24 months from starting to see a real presence in the marketplace, so now seems like a good time to address where...

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Application Security from the Inside Out: Part 2

Application Security from the Inside Out: Part 2

In my previous post, I addressed four coding policies that almost guarantee a data breach. This post will cover five solution strategies to shore up your application’s security. The guiding principle to correct these flawed policies (see Part 1) is to change the priorities that direct development and support of software applications.…

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