“The discussion has to start with a lifetime perspective. What are they really working toward? What...
“Data is a proxy for money. You don't have a pile of money to bank anymore. All you have is ones...
“Financial literacy helps break down all barriers. It’s one of the foundation stones to give people...
“What do we need to do as a financial institution? Banking? Yes, check. Loans? Check. Investments?...
“What a really good coach does is create a space for the player - the leader - to understand all...
“Most banks have an interaction pie that looks like 80% phone calls and 20% live chat.” -Dan...
“All of us rely on decision-making shortcuts. They are ways for us to conserve mental energy...
“Credit unions are giving up brand equity by not telling stories in a manner that creates emotional...
“It is taking advantage of the digital medium, but then the next step is actively paying attention...
“I think where anxiety and hesitation come in with AI is in not knowing what it is or what it could...
“I think purpose is, by nature, transformational. I think a clear purpose can help people at all...