November 2018

The Branch & Digital Convergence

By | November 14th, 2018|Categories: Branch, Financial|Tags: , , , , , , , |

Recently, I had the pleasure of contributing to BAI's Banking Strategies podcast.  If you want to learn more about branch and digital convergence and the evolution of the Universal Banker into the Digital Ambassador follow [...]

October 2018

BIA Beacon 2018: Branch & Digital Conversion, It’s about time.

By | October 14th, 2018|Categories: Branch, Financial|Tags: , , , , , , , , |

For a copy of this presentation contact Tom McDermott at tmcdermott@inverconsultinggroup.com or (206) 890 1901

April 2017

How are you setting your ATM strategy?

By | April 14th, 2017|Categories: Financial|Tags: , , , , , , , , |

For those that have read Inver's blog ATM 5.0: The Branch Disruptor, you may find this article we recently published with the ATMMarketplace interesting.  It talks about the (r)evolution of the ATM, but centers around [...]

Emotional Currency: How Clients’ Money Stories Guide Decisions

By | April 3rd, 2017|Categories: Financial|Tags: , , , , |

The evolution of how clients pursue and use the talents of an investment or financial advisor have changed dramatically over the past decade.  With the movement towards robo-advisors and the plethora of information provided by [...]

March 2017

ATM 5.0: The Branch Disruptor

By | March 14th, 2017|Categories: ATM, Branch, Financial, Self Service|Tags: , , , , , , , , , , , , , , , |

Our society has evolved beyond the 9 to 5 constraints to be a consumer driven powerhouse that likes to have what it wants, in the moment it wants it. The ATM was born to fill [...]

June 2016

Digital Sales Targets: Why the mystery?

By | June 9th, 2016|Categories: Financial|Tags: , , , , , , , , , , , , , , , , , |

What are your Digital Sales Targets? No one talks about it. Banks and credit unions direct the conversation to their the online servicing capabilities, but no one wants to talk about growth rates or what [...]