July 2016 by Mark Schwanhausser

The FINRA Investor Education Foundation’s triannual report on American’s “Financial Capability” this week paints a classic good news-bad news story – and there’s a message there for bankers who wonder whether they can profitably play a role in...

February 2016 by Mark Schwanhausser

Basic financial alerts that customers set themselves at an online dashboard will be surpassed by personalized in-app notifications that FIs mine from big data and deliver proactively as a central part of the app experience.

February 2015 by Mark Schwanhausser

Many of the headlines in the wake of J.P. Morgan’s investor day fixate on the news that the banking giant plans to close hundreds of bank branches. On the face of it, that is factual. But this is akin to focusing on layoffs without accounting for...

February 2015 by Mark Schwanhausser

A little startup called Digit is getting a bit of ink these days for making saving money as easy as finding loose change between your sofa cushions. But it’s also providing the latest fodder for those who say, “Can’t we all agree that PFM is dead?”

May 2013 by Mark Schwanhausser

Olivier Berthier raises some important questions in a blog on Finextra about how to address the “subpar” adoption rates for online personal finance management tools. But what struck me most was the question he didn’t ask. There’s a crucial word...

Need to Contact Us ?

We are always here to help you

What We Offer

Offer Image

Our experts are happy to help you with your specific research needs. Schedule a consultation