Marketing

The Essence of Customer Due Diligence in one annoying song

We all love money. I know it’s a bit of a platitude, but in the case of Customer Due Diligence there just is no denying it.

What is a maturity model?

Maturity models aren’t new. Chances are, you or your organization has utilized a maturity model in the past.

As all financial organistions must demonstrate compliance with an ever growing number of rules and legislations, many vendors of customer screening systems will state that their products incor

Last week, I was in Singapore to attend a round table with Rob Findlay of Next Money and

It’s Sunday morning, the French press is brewing, and I’m curled up on my couch with my iPad squinting.

Originally published in Insurance Innovation Reporter

When thinking about customer communications, the customer journey is the best place to begin.

Originally published in Document Strategy.

On October 26^th I am moderating a round table at the Guidewire Connections conference in San Francisco.

It’s fall of 2012, and I am standing in one of the fanciest elevators I’ve ever been in (it looks like the Hall of Mirrors in Versailles).