CIO Business Intelligence

JULY 10, 2023

A bank enhances CX, improves data protection, and reduces costs with AI-powered digital ID verification. Traditional identity verification methods like knowledge-based authentication (e.g. what’s your mother’s maiden name?”)

Examples 65

Examples Study Authentication Artificial Intelligence 65

Trends in the Living Networks

NOVEMBER 28, 2011

Last week I spoke at the annual meeting of a division of a major bank. My response harkened back to my first book Developing Knowledge-Based Client Relationships. While there are a number of ways in which true knowledge-based relationships create value, in financial services the heart is in helping them to make better decisions.

Knowledge Base 143

Knowledge Base Financial Banking Meeting 143

CIO Business Intelligence

MAY 28, 2022

Today’s consumers crave a seamless and effortless experience from the second they enter a webstore or open their banking app, and that experience includes logging in. In 2022, digital CX is focused on making every part of the customer’s path smooth and fast: smoother product searches, speedy bank transfers and nearly invisible logins.

Authentication 116

Authentication Banking Survey Security 116

Trends in the Living Networks

JANUARY 10, 2020

Of course the 80% of “new” wealth management clients will on average be less affluent than the industry’s current client base. However from the advent of digital platforms, many private banks and wealth managers were surprised by the speed at which their High Net Worth clients chose to migrate to digital interfaces.

Financial 136

Financial Knowledge Base Course .Net 136

CIO Business Intelligence

MAY 26, 2022

Today’s consumers crave a seamless and effortless experience from the second they enter a webstore or open their banking app, and that experience includes logging in. In 2022, digital CX is focused on making every part of the customer’s path smooth and fast: smoother product searches, speedy bank transfers and nearly invisible logins.

Authentication 103

Authentication Banking Survey Security 103

Trends in the Living Networks

MAY 5, 2010

Gideon Gartner has just posted a great article titled Advisory Industry, a future redesign: the “Payment” Model , in which he draws on investment banking research pricing as a model for IT analysts and their clients. I wanted to dig into this unique method for valuing and paying for content.

Research 96

Research Banking Financial Industry 96

CIO Business Intelligence

APRIL 1, 2022

My point here isn’t to poke fun at today’s buzziest tech terms, but to point out that the language, ensuing conversations, and general knowledge base about the most important migration in the history of humanity (i.e., Or is it the recently coined metaverse? Another massive cloud misconception exists around IT risk and security.

Disaster Recovery 141

Disaster Recovery Cloud Strategy Financial 141

Trends in the Living Networks

FEBRUARY 13, 2006

The principle is simple – you lend to individuals at interest rates based on their credit rating, and since you’re cutting out the bank as middleman, both lender and depositer get more attractive interest rates than they can get commercially. Banks are the archetypical intermediary, in this case between depositers and lenders.

Banking 83

Banking Trends Network Media 83

Trends in the Living Networks

APRIL 18, 2022

After writing Developing Knowledge-Based Client Relationships , Living Networks , Implementing Enterprise 2.0 , and Getting Results From Crowds I got caught up in an over-ambitious set of ventures and then a period as co-founder and CEO of a new startup group as well as life transitions. It has been a long journey.

Financial 78

Financial Knowledge Base Media Exercises 78

Trends in the Living Networks

OCTOBER 26, 2005

My case has largely been that financial markets salespeople need to build “knowledge-based” relationships with their clients, which requires salespeople to add explicit value to the decision-making processes of the fund managers they deal with. Free chapters) Implementing Enterprise 2.0

Banking 60

Banking Trends Network Financial 60

CIO Business Intelligence

MAY 12, 2022

According to a survey by Telus International, over 70% of Americans plan to continue shopping, banking and engaging in e-health and wellness activities [1]. To protect against bot-driven credential-based attacks, many organizations use additional mechanisms. Authentication protections.

Security 52

Security Authentication Banking Knowledge Base 52

CIO Business Intelligence

MAY 11, 2022

FIDO-based passwordless authentication directly addresses all three common causes of unhappy paths: Unexpected obstacles: Users experience unexpected obstacles when they forget a password or fail to enter it correctly. They use the mobile devices they carry, and their biometrics never leave their device.

Security 97

Security Authentication Knowledge Base System 97

Trends in the Living Networks

SEPTEMBER 24, 2013

In my book Developing Knowledge-Based Client Relationships , one of the key themes was that of adding value to client decision-making. I worked on applying qualitative scenario methodologies across several kinds of financial institutions, including asset managers and fund trustees.

Financial 137

Financial Industry Case Study Study 137

Trends in the Living Networks

JULY 1, 2020

This paved the way for my first book, Developing Knowledge Based Client Relationships, a bit of a wordy title, but was in fact a very successful book. I suppose it was rooted, for me, in this idea of knowledge is not information, knowledge and information are very different. The book was around client relationships.

Virtualization 88

Virtualization Network Groups Financial 88

Trends in the Living Networks

OCTOBER 29, 2008

In addition, global economic growth is shifting to the virtual, and developing countries will gradually wean themselves from primary and secondary industries to be significantly based on knowledge-based services. The wildcard is the development of quantum computers, which would make all current bank encryption breakable.

Financial 116

Financial Strategy Banking Trends 116

Trends in the Living Networks

NOVEMBER 10, 2009

There's a great article in the latest issue of B&T Today on how Westpac, one of Australia's big four banks, is approaching working with its advertising and creative agencies. Here are a few choice excerpts from the article, which is well worth a read in its entirety.

Advertising 101

Advertising Knowledge Base Financial Industry 101

Trends in the Living Networks

FEBRUARY 26, 2008

» Lloyds TSB pilots social media Ross Dawson, February 26, 2008 7:30 PM US PT James Gardner, head of innovation at Lloyds TSB, writes consistently on his blog Bankervision , disclosing some of the key issues involved in innovating in a major bank. Some excerpts from his below show how blogging can change how corporations work.

Media 60

Media Social Trends Network 60

Trends in the Living Networks

DECEMBER 19, 2007

For now it is being trialled in three large institutions, including a global retail bank with 70,000 staff that had received loud complaints from staff when it banned Facebook, and an investment bank that tried to implement an in-house social network based on Sharepoint that its employees didn’t use.

Trends 60

Trends Network How To Security 60

Trends in the Living Networks

DECEMBER 8, 2009

Ross Dawson, the world-renowned author of Developing Knowledge-Based Client Relationships, provides key steps and inspiration to adopt the attitudes and behaviors of true relationship leaders. Thriving on Information Overload. Leadership in Professional Services.

Media 102

Media Financial Social Network 102

Trends in the Living Networks

MAY 12, 2008

In the last section of Chapter 4 I wrote about high-value personalization initiatives, using the example of financial services such as institutional trading and private banking. The one scarce resource today is attention, so you must earn it from your clients and partners in order to create and maintain profitable relationships.

Network 60

Network Financial Banking Development 60

Trends in the Living Networks

FEBRUARY 15, 2007

Investment banking and corporate law in particular are full of people who are extremely talented, but not necessarily highly likeable. Clients are already getting tired of dealing with highly siloed banks, and are responding by allocating their business to different firms. While most laughed in acknowledgement, a few seemed put out.

Financial 68

Financial Network Trends Media 68

Trends in the Living Networks

NOVEMBER 5, 2007

Ross is author most recently of Implementing Enterprise 2.0 , the prescient Living Networks , which anticipated the social network revolution, and the Amazon.com bestseller Developing Knowledge-Based Client Relationships (click on the links for free chapter downloads). Free chapters) Implementing Enterprise 2.0

Network 68

Network Trends Media Social 68

Trends in the Living Networks

MAY 22, 2006

Each of these companies has developed fairly mature offerings, and gained traction in the corporate marketplace, with a number of leading audit firms, investment banks, and pharmaceutical companies in the process of implementing their software. Unquestionably, good software, well-implemented, can be a powerful enabler.

Network 60

Network Social Trends Enterprise 60

Trends in the Living Networks

FEBRUARY 19, 2006

Investment bank ABN Amro runs a training program for its fund manager clients that gets them to play the roles of banker and fund manager in order to teach them trading techniques, how to use their high-value research, and even how to use ABN Amro’s proprietary trading models. His posting on a recently released report on 10 Trends for.

Trends 68

Trends Network Knowledge Base Media 68

Trends in the Living Networks

FEBRUARY 17, 2006

Ross is author most recently of Implementing Enterprise 2.0 , the prescient Living Networks , which anticipated the social network revolution, and the Amazon.com bestseller Developing Knowledge-Based Client Relationships (click on the links for free chapter downloads). Free chapters) Implementing Enterprise 2.0

Trends 79

Trends Network Media Social 79

Trends in the Living Networks

MAY 28, 2007

As a result, mobile banking and a vast array of mobile services are taking off fast. He is based in Sydney and San Francisco with his wife jewellery designer Victoria Buckley and two beautiful young daughters. Even landline phones are often not available, let alone fixed internet or other interactive devices.

Mobile 60

Mobile Trends Network Media 60

Trends in the Living Networks

AUGUST 30, 2007

Ross is author most recently of Implementing Enterprise 2.0 , the prescient Living Networks , which anticipated the social network revolution, and the Amazon.com bestseller Developing Knowledge-Based Client Relationships (click on the links for free chapter downloads). Free chapters) Implementing Enterprise 2.0

Trends 84

Trends Network Media Social 84

Trends in the Living Networks

DECEMBER 17, 2008

Outsourcing used to be for banks and telcos. Developing Knowledge-Based Client Relationships 2nd Edition. Their adaptability and early experience of economic woes will create new challenges - and opportunities - for employers. Outsourcing for the masses. Next year will see a big increase in outsourcing for us mere mortals.

Trends 92

Trends Network Media Social 92

Trends in the Living Networks

NOVEMBER 2, 2007

Ross is author most recently of Implementing Enterprise 2.0 , the prescient Living Networks , which anticipated the social network revolution, and the Amazon.com bestseller Developing Knowledge-Based Client Relationships (click on the links for free chapter downloads). Enterprise 2.0 Free chapters) Implementing Enterprise 2.0

Enterprise 60

Enterprise Enterprise Network Trends 60

Trends in the Living Networks

JUNE 7, 2007

David Backley, Chief Technology Officer of Australian banking giant Westpac, said that risk aversion in corporations means both that they are less likely to try new technologies, and to by them from smaller vendors rather than the software giants. There is real potential to build local social networks, as demonstrated for example by Gnoos.

Trends 60

Trends Network Media Social 60

Trends in the Living Networks

APRIL 22, 2008

One consultant who was working in a large bank told the story of how they set up video terminals in glass meeting rooms, and made the company video directory come up immediately when people came in to have a look. He is based in Sydney and San Francisco with his wife jewellery designer Victoria Buckley and two beautiful young daughters.

Trends 60

Trends Network Enterprise Enterprise 60

Trends in the Living Networks

MARCH 3, 2008

Telstra had seen that consumer perceptions of the company had sunk below that of the major banks (extremely low in Australia), so there was little to lose. He is based in Sydney and San Francisco with his wife jewellery designer Victoria Buckley and two beautiful young daughters. Free chapters) Implementing Enterprise 2.0

Media 60

Media Trends Network Social 60

Trends in the Living Networks

OCTOBER 31, 2005

Ross is author most recently of Implementing Enterprise 2.0 , the prescient Living Networks , which anticipated the social network revolution, and the Amazon.com bestseller Developing Knowledge-Based Client Relationships (click on the links for free chapter downloads). Free chapters) Implementing Enterprise 2.0

Trends 60

Trends Network Media Social 60

Trends in the Living Networks

APRIL 13, 2007

VisiblePath focused on the big end of town, notably the investment banks and large professional services firms, getting a number of large-scale beta installations, not all of which proceeded. He is based in Sydney and San Francisco with his wife jewellery designer Victoria Buckley and two beautiful young daughters.

Network 74

Network Social Enterprise Enterprise 74

Trends in the Living Networks

DECEMBER 11, 2005

On a related note, St.George Bank ’s current “good” advertising campaign (“good with money, good with people”), was apparently based on research that showed that Australians didn’t respond well to overly positive self-descriptions. So why are Australian corporates so slow on the uptake on blogging?

Trends 60

Trends Network Media Social 60

ForAllSecure

MAY 17, 2023

So while I'm not going to log in as root or admin on the bottom for a lot of those kinds of scenarios, I absolutely help our clients understand based upon industry knowledge based upon what we see, etc. This is what you should be concerned about. And then there's the flip side of it where I'm not.

Internet 40

Internet Insurance Security Virtualization 40

Trends in the Living Networks

OCTOBER 16, 2007

In turn, the firm’s leadership in implementing these approaches makes them considerably more attractive as an employer than competitive investment banks that are slower adopters. He is based in Sydney and San Francisco with his wife jewellery designer Victoria Buckley and two beautiful young daughters.

Network 60

Network Trends Media Social 60