9 Top Risk Areas: The Maine Community & Gorham Savings Bank Merger
Here’s my take on the 9 key areas of banking risk associated with the announced merger, from cultural differences to integrational challenges & banking regulatory hurdles…
The Power of Company Unity in the Banking Industry
When employees unite to embrace a mission, their passion electrifies the workplace & pays huge dividends. See why unity isn’t just a corporate catchphrase.
Go See, Go Do: A Unique Problem-Solving Approach for the Banking Industry
Discover the Japanese and American methods of problem-solving and learn the benefits and drawbacks of ‘See for yourself’ and ‘Do it yourself!’ approaches, as well as why a combined approach is essential for the banking industry in our complex world.
Stepping Over Dollars to Pick Up Pennies: The Benefits of Value Stream Mapping
Value Stream Mapping (VSM) is a powerful tool for identifying & eliminating waste in any process, especially in banking. See how your organization can benefit.
Voice of the Customer: A Pot of Gold to the Banking Industry
There is no quality, innovation, or satisfaction without the voice of the customer. In the competitive world of banking, VoC is a pot of gold. See why.
SOS & HOT: A Straightforward Comparison of 2 Bank Processes
Learn some simple yet memorable comparisons from the auto industry to help differentiate SOS and HOT bank processes, comparing complex & complicated systems.
Why the Banking Industry Must Adopt a Spirit of Quality
News headlines portray more bad news for banking. The Feds created the CFPB, but that may make it worse. Find out why – & what’s needed for a turnaround.
Case Study: Implementation of Dodd-Frank Regulations at TD Bank
TD Bank needed to implement a Dodd-Frank reporting system quickly to meet federal deadlines and regulatory compliance. See how I assisted their efforts.
Case Study: Citizens Wealth Group – Regulatory Updates & Harmonization
Citizens Bank purchased Clarfeld Financial Advisors and quickly recognized the need to harmonize regulatory processes and procedures to integrate the two groups into one. How was it accomplished? Let me share the details with you here.
Case Study: Citizens Bank Acquisition of HSBC Branches & Assets
Read how I was able to guide Citizens Bank as they pursued their own digital transformation and the acquisition of HSBC bank concurrently, saving them time & money.