What Financial Advisors Need to Digitally Succeed

The Power of Digital Readiness Financial Advisors (FAs), and almost all professionals used to in-person business relationships, experienced a dramatic shift in 2020 in terms of how they interact and operate. Virtually overnight, advisors had to adapt their go-to-market practices to ensure business-as-usual and client service. As the pandemic continued to unfold, we saw the […]

Consumer Perceptions in Banking

Digital transformation across many industries has seen leaps and bounds in advancements over the past 10-12 months, largely due to COVID-19. And although COVID-19 has ushered in a new emphasis on the adoption of technologies, consumers have not displayed a significant increase in the desire to migrate fully to digital banking. Download our report containing six major statistical findings as consumers navigate Banking options, services, and solutions​.

Executing on Your Immediate Response to FinTech Disruption

This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Steven Lewis, SVP at MarketBridge. In any important endeavor, the proverbial rubber hits the road in its attempted execution. While “execution” per the dictionary has a primary definition of carrying out or putting into effect a plan […]

Developing Your Immediate Response to FinTech Disruption

This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Steven Lewis, SVP at MarketBridge Fintech entrants are creating financial services industry disruption by changing the customer value equation and causing a major impact on consumers’ behavior. Fortunately, the history of innovation and the design thinking […]

Activating Competitive Response to Fintech Disruption

Access our on-demand webinar to learn how Financial Services incumbents can capitalize on the advantages they already have and execute tactical go-to-market actions to respond to FIntech competition.

Fintech Disruption Go-to-Market Toolkit

Shifting demographics, consumer preferences, and expectations are massively disrupting the once predictable financial services industry. In an effort to identify which incumbent strategies to promote advantage, we analyzed over 100 financial services and fintech companies and surveyed 1,500 consumers across banking and payments, insurance, and investments.

Levers for Disruption: How Incumbents Can Compete Against Fintech

The history of fintech (financial technologies) may be rightfully traced to 1915 with the advent of wire funds transfer via telegraph and Morse code. The ensuing confluence of technology, digitization, and globalization throughout the twentieth century revolutionized all aspects of global financial systems…