The Nose Knows

I enjoy a good documentary. I expect to be entertained, of course, and more critically I hope to learn things about which I know...

Why I Hopped off the Hamster Wheel

I had hoped 2022 would be different. Instead, day one, day two, day three, everything felt like more of the same. Difficult. With no...

It Pays to Automate Payoff Quotes

As a former banker and head of large transaction processing teams for a top 10 US bank, nothing triggers memories of frustration with legacy...

4 Opportunities for AI

Across the financial industry there has been a shift towards greater data consumption and digital transformation, accelerated further by the global coronavirus pandemic. As...

The Charles Gambit

We all have our favorite gambits – the tried and true tactics we’ve previously executed with varying but mostly positive outcomes. From experience we...

Creating Excellent Experiences: In Theory and Reality

It seems as though every discussion of consequence this year -- whether inside my company, with our clients, with our partners or vendors --...

As Peak Losses Loom, Digitization and Hyper Personalization may be the Keys to...

Everyone seems to be talking about how fast auto finance companies are (or should be) adopting digital solutions. With stacked technology road maps and...

Effective Communication Skills

The pandemic has forced us all to be more reliant on our phones and virtual meetings whether we like it or not. It only...

Design. Develop. Deliver. And Focus Downstream…

Before Portuguese airport authority ANA Aeroportos de Portugal began a major redesign of their facilities, they first decided to refocus. Had they not, they...

Digital File Organization – A Field Guide

Being organized is one the keys for effective leadership. Too often I see ineffective leadership due to lack of organization causing missed deadlines, wasted...