Make Your Social Media Work for Millennials
The digital age has brought great change to banking in general. Not just how we interact with our customers or members, but how they want to interact with us. Millennials in particular are a difficult [...]
EMV Rollout
Banks and Credit Unions are trying to evaluate their ATM networks in response to the upcoming EMV rollout. Some studies suggest there will be a negative impact on ATMs, however, this article leverages the 2006 [...]
The Financial Brand Omni Channel definition
When people think OMNI, they think Digital, when in reality OMNI means much more. Check out this article from Financial Brand, who leveraged a recent Celent Research study that highlights the challenges of marrying the [...]
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.