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2015 Financial Services Predictions – #2

The first CX prediction in my blog series titled “2015 Financial Services Predictions” described how companies are going to focus on customer centricity to differentiate their offerings. In this blog,...

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Our March Madness: Accountability, Shakespeare, Financial Services and Shi

Blink and you missed it, there goes March and at our headquarters in DC, finally an end to the snow and more importantly maybe an end to colleagues gloating that the weather outside their Tahzoo office...

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April 15th – The One Day a Year That Every American Thinks About Their Money

Today is Tax Day! If you are like most Americans, your tax forms have been filed and you are anxiously waiting for your refund, or you are reluctantly writing a check. Regardless of which category you...

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In Financial DX: Think Globally – Act Colloquially

“Ortelius World Map 1570” by Abraham Ortelius – The Library of Congress. Licensed under Public Domain via Commons With the growth of the Internet and the mobile/digital revolution bringing the world...

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