Posts Tagged ‘Banking Services’


Top 10 Best Banking Blogs

November 8, 2012

(Via The Financial Brand) Congratulations to all of the winners in The Financial Brand’s Best Banking Blog poll. I am honored to count several of the winners amongst my friends. It is a group of smart, kind and funny people– what more could you want?

1. JD Power & Associates Banking Blog – @JDPowerBanking

2. Snarketing 2.0 – Ron Shevlin —  @rshevlin

3. ACTON’s Financial Marketing Insights – @ACTON_Marketing

4. Bank Marketing Strategies – Jim Marous  @JimMarous

5. –  @bankingdotcom

6. CU Insight – Randy Smith @CUinsight

7. Bank Innovation – @BankInnovation

8. Netbanker –  @netbanker

9. GonzoBanker –  @GonzoBanker

10. Financial Services Club Blog – @FSClub

Congratulations as well to the Write-Ins & Other Honorable Mentions, along with the nominees, where I again am fortunate to recognize another great group of smart, kind and funny people I call friends. I am also humbled and grateful to even be mentioned in their company.

Again, from The Financial Brand, Write-Ins & Other Honorable Mentions:

Read the entire article, including links to representative posts from the winners at The Financial Brand: Top 10 Best Banking Blogs – Readers Choice 2012 Winners | The Financial Brand: Marketing Insights for Banks & Credit Unions.

Other nominees:


When the Affluent Become the Unbanked

September 12, 2012

Concern about those who have been left behind in receiving financial services (“the unbanked” and “the underbanked” ) have been popular topics of conversation amongst bankers and regulators over the past few years.

An important thread of these conversations has been the fact that in many cases, it is the customers who are leaving the traditional financial service providers behind, not the other way around.

I spend most of my time working with the “overbanked”– affluent families who have no shortage of financial services options, and as I have written previously, they too can find a variety of services to borrow, hold, invest and move money without the need for a traditional bank.

Yesterday’s Wall Street Journal reported on an affluent family who has “…no need, desire or want to go to a regular bank,”

Footnote to Financial Crisi: More People Shun the Bank –




Finovate Spring 2012 Preview

May 7, 2012

This week I will be back in San Francisco attending the Finovate Spring 2012 financial innovation conference.

Finovate is a two-day showcase of the newest financial and banking technology innovations from both established companies and startups. Short company demos of just seven minutes each are presented in back-to-back blasts, and no slides are allowed, so presenters have to focus on the key benefits and what makes their product stand out.

I am looking forward to networking with some old friends and meeting some new ones as I once again take my exploration of leadership, advice and technology on the road.

I will be back here with my notes and observations.

FinovateSpring 2012 Presenting Companies

Access Development CoverHound Kabbage SaveUp
Actiance CSI globalVCard Keynote DeviceAnywhere Serverside Group
Affinity Solutions DCisions Klarna Silver Tail Systems
Applause Learning DeviceFidelity Kuspit Social Money
Balance Street Dwolla Linkable Networks SoMoLend
BancBox Dynamics Mitek Systems Swipely
BankersLab eDeposit MoneyDesktop TASCET
Bazaarvoice edo Interactive mSHIFT Taulia
BehavioSec Expensify NICE Systems Thomson Reuters Experian Nomis Solutions TIO Networks
BillGuard Flint Mobile On Deck Capital Transparency Labs
Blaze Mobile FutureAdvisor PaySimple Virtual Piggy
Cachet Financial Solutions Giftly Personal Capital Wall Street Survivor
Cardlytics inStream Solutions Pindrop Security WattzOn
Clover Network IP Commerce Portfolio Football Wipit
Concur iQuantifi ProfitStars ZipZap
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