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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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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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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Robotic Process Automation: Beyond the Myth

Robotic Process Automation: Beyond the Myth

The hype surrounding robotic process automation (RPA) continues to grow. It has many people imagining robots along an assembly line, packaging product to be delivered by drones in a matter of minutes. But the reality is that robotic process automation is the next technology automation tool designed to drive better operational efficiency, improve customer experience, and increase employee...

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