Offering Personal Financial Management capabilities, commonly known as PFM, can place financial institutions at the center of their clients’ financial lives and in the role of trusted advisor. The promise of PFM is to help individual users manage their financial … READ MORECOMMENTS [ ]
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21st September 2021
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“If no one seems to understand, start your own revolution and cut out the middleman.”
“I’m not even sure what I want, but that’s not the point – it’s that I want it now.”
“Whenever the old gives way to the new, everybody with vested interests in the old starts crying that the world will stop. There aren’t many people with vested interests in the new.”
“The reasonable man adapts himself to the world; the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.”
“All you need in this life is ignorance and confidence, and then success is sure.”
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Tomorrow at noon EDT, Greg Becker, CEO of @SVB_Financial, sits down for a virtual chat with @danprimack during #BostonFinTechWeek2021. I'd like to hear about plans for @BostonPrivate. Register here (free): https://bit.ly/3zJdR2B
A reminder that applications are open for the 2022 edition of @FinTechLabLDN: https://j.mp/3CQ3fRA #fintech
Looking forward to the #financialinclusion discussion at #BostonFinTechWeek2021 with Castleigh Johnson, @hm_arnold, Sharla Godbehere & Christina Keitt Chaney. Moderated by @moorehn. Wednesday, 3:45 EDT. Free and virtual. Sign up here: https://bit.ly/3zJdR2B
Relationship Managers at BofA branches hand out business cards with phone numbers that do not allow you to reach anyone or leave a message. Who approved this idea? Perhaps the announced change among top executives will result in greater customer focus.