Tag: Finserv
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Abstracting Away Complexity: The Underappreciated Service in Financial Services
Most consumer-facing financial services firms (from banks to wealth management companies to insurance agents) perform the same service for their clientele. They compete primarily on this service day-after-day, it is heavily embedded in their corporate strategy decks and product roadmaps, and it sits quietly as the primary activity for frontline staff (tellers, financial advisors, and…
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Financial Services: Are we Missing the Forest for the Trees?
[Originally published in November 2019]. “What is the point of finance?” This question was asked to me by a curious seven-year-old after I had told him what I do for a living. I paused for a second, almost disturbed that I didn’t have an automatic answer… At its roots, finance is about the allocation of…
Paper & Blocks 