David Hoffman
Author Insights
Blog
To Spark Innovation, Make The D In DEI About Disability, Too
People with disabilities are innately resourceful and can serve as the cornerstone of innovation at financial institutions. Learn four ways many firms miss out on this opportunity for innovation and inclusivity.
Blog
Predictions 2024: Global Turmoil And Technologies, Both New And Mundane, Will Make Their Mark On Wealth Management
The wealth management industry will once again see the rise of new and old forces that will confuse, help, and hinder investors. Savvy, forward-thinking managers will detect clear signals amid the noise.
Blog
A Run On The Bank! What Our Pulse Survey Tells Us About Bank Customers
It’s what I call “the Mary Poppins moment.” In the movie, young Michael Banks, while visiting his father’s bank, screams “Give me back my money!” within earshot of other customers. Fear that the bank won’t give a customer his money spreads, and a run on the bank ensues. Now, we don’t live on Cherry Tree […]
Blog
Prevent A Loss, Save A Tree
Hard to believe we’re almost three quarters through 2021. Now seems as good a time as any to draw your attention to one of last year’s predictions on insurance. I really like our prediction that connected devices will drive a 50% increase in the usage-based insurance market. Why? Not because the odds of it happening […]
Research Collection
Finserv Leaders Must Keep Sight Of The Big Picture In The Midst Of The Pandemic
As the COVID-19 pandemic shifts both geographically and in intensity, changes in consumers’ behaviors present financial services companies with new problems and new opportunities. The near-term impact will change the ways these companies interact with their customers, manage their employees, and respond to the market environment.