While perusing my daily news stories related to financial services, I came across this article from The Financial Brand. It discussed a study concluding 58% of potential account switchers, including those already looking to move from their existing financial services provider, would consider an “alternative” provider like Apple, Facebook, Google, or Amazon. Not surprisingly, Millennials […]
Category Archives: Service
Efficiency Doesn’t Mean Someone Gets Fired …
Once again, my perusal of PYMNTS.com yielded a great story. The story highlights the changes retailers have experienced throughout the use of self-service. The early assumption for self-service was it would reduce headcount and be a money saver. However, that turned out to be untrue. Instead of merely letting those performing transactional services (i.e. check-out) […]
Gift Wrapped “Thrills and Delights”
The minute December comes around the corner, schedules undoubtedly fill up with holiday parties. At U.S. Dataworks, it’s no exception. We planned our small holiday party for a Friday afternoon in mid-December. We would have snacks and adult beverages—but most importantly, a white elephant gift exchange. For those unfamiliar with the concept, in a white […]
Banks Are Not Telling Their Stories
I frequently scan the news, particularly when it relates to financial services, and one fact is inescapable: current generations will not conform to the methods of traditional financial services as previous generations have. Some financial experts will disagree, but there is a big difference between individuals who used to need access to accounts and payment […]
Innovation Needed – Marriott Are You Listening?
It seems I have a never-ending supply of stories from mainline companies who just can’t get their customer service act together. Here’s my reasoning for sharing them: since I try to highlight the good and innovative things companies do, it’s only appropriate that when there is a customer service failure, I call that out, as […]
Why Making Assumptions is Almost Always Wrong
I am all for ridesharing. I’ve found the cost of Ubering to the airport and back is less than parking at the airport for any trip at least three days long, and a lot less stressful. The majority of drivers are both pleasant to chat with (if you want) and get me where I need […]
I’m Not as Innovative as I Thought …
Despite my quest to look for innovation in all aspects of everyday life, I often amaze myself at the number of instances I remain oblivious to it, even when it is staring me right in the face and working in my favor. For instance, there was the time I rented a beautiful new car from […]
Enabling Someone to Do the Right Thing
If you travel as much as I do, you’re bound to be a frequent customer at the dry cleaners. Since my move to Sugar Land, I found a cleaning business conveniently located on my way to work; they are very efficient and have been a delight.However, upon closer inspection, a shirt of mine was damaged […]
What True Leadership Looks Like
On a hot and humid Saturday in Houston, Texas, I was honored to facilitate offsite strategic planning for Cy Fair Federal Credit Union. Cy Fair is a former education-based credit union, transformed into a community CU charter, but the board substantively consists of current and former educators and administrators. The CEO is Cameron Dickey, and […]
Innovation… in the Restroom Stall?
Recently I was facilitating a small group of bankers at the Federal Reserve Bank of Chicago- an iconic old building with magnificent architecture, soaring columns and lots of marble. But of course, the inside is modern; our meeting room had every electronic audio and visual convenience- the best of everything. During a break, I went […]