Compliance is usually seen as a friction creator in Financial Services. Can it become a customer delighter? Yes, says this FinTech Compliance leader. He also shares advice on career transition from FinServ to FinTech Compliance.
The DOL fiduciary regulation spells ‘significant change management’ for many incumbent Financial Institutions. Find out how Predictive Analytics insights can make their current change management go further. Video link and link to free Perspective Papers.
Financial Services industry regulations are usually burdensome for Financial Institutions (FIs) to implement. But they provide an opportunity for the FIs to up their ante when it comes to customer experience. With the right client-centric approach, FIs can serve up refreshing lemonade and create loyalty even when they are handed lemons.
You are probably aware of these three program management/ project management best practices on team composition, collaboration and implementation, but do you know why they work? Read on for rationale and application.