June 5, 2017

Digital Transformation: The Process Problem

Lane Severson has been looking at what’s blocking financial services organizations from creating a more Turbo-Tax-like experience. In this post, he discusses why process is a problem for many firms trying to digitally transform, and how to begin to dismantle the problem.
May 17, 2017

Digital Transformation: The Demographic Problem

If you think your wealthier financial services customers don’t particularly care whether you can offer them a digital experience for their transactions, think again—because the demographics, they are a-changin’.
May 8, 2017

Why Can’t Our Transactions Be More Like a Turbo Tax?

Ever wonder why your firm is still juggling paper forms or online PDF documents to process its transactions with customers--to the detriment of both your processes and your customer experience? Lane Severson offers an overview of what's standing in the way of truly digital processing for many firms.
April 20, 2017

Video: Digital Transaction Processing

If you’re an insurance firm, digital transaction processing is the next new thing your customers are going to be asking for. Lane Severson discusses the benefits of this kind of processing – for both the business and for the customer experience.