ATM 5.0: The Branch Disruptor
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 [...]
Digital Sales Targets: Why the mystery?
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 [...]
If checks are dead, why invest in self-serve deposit technology?
How much should financial institutions be investing in check deposit technology when checks are supposed to be going the way of the dodo? Crafting a superior mobile deposit application, or upgrading all ATMs to include [...]
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.