BIA Beacon 2018: Branch & Digital Conversion, It’s about time.
For a copy of this presentation contact Tom McDermott at tmcdermott@inverconsultinggroup.com or (206) 890 1901
How are you setting your ATM strategy?
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
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 [...]
I worked with Tom during his tenure running Omni Channel strategy for a top ten southeast bank. We partnered with Tom and his team to implement new Digital channel enhancements and services to Online Banking, Mobile and transaction/payment processing . He was able to align partners, both internal and external, to ensure projects were completed on-time and on budget. The Digital strategy he developed and implemented led to successful execution over a multi-year timeframe and our team was treated like a valued partner versus an external vendor.
Tom works with leaders to help discover the key drivers in developing and executing strategic initiatives. He has the rare experience of operating in roles ranging from finance and strategy, as well as distribution, so he is able to bring a structured approach to customer-centricity that is quit rare.
Inver came in to meet with our organization and outlined several innovative ideas to help us solidify our direction on a number of strategic initiatives, in particular increasing digital adoption. I’ve enjoyed working with Lisa on a number of projects. She brings a unique blend of strategy, finance and attention to detail to ensure everything gets completed on time and on budget. She was extremely helpful around providing guidance for multi-year planning and synching up the sequence of tactics to ensure we attain our desired objectives.