“Generative AI will revolutionize client interactions, bring new efficiencies to advisor practices, and ultimately help free up time to do what you do best: serve your clients.” -Morgan Stanley co-President Andy Saperstein Morgan Stanley is taking its AI @ Morgan Stanley Assistant fully live for all financial advisors. The tool provides financial advisors rapid entry […]

Some food for thought on the future of fast food in the era of AI: ➡Personalized Experiences : AI algorithms are delving deep into customer preferences and buying patterns to offer personalized recommendations, enhancing the customer experience and boosting sales. ➡Automated Ordering and Delivery : From chatbots taking your orders to robots delivering your cheeseburgers, […]

Last week I was deep in the heart of (Dallas) Texas and had the incredible honor to take the stage in front of a packed house at GBTA Convention 2023. This year’s conference was incredible! You might even say it was ten-gallon hat BIG! The event drew a massive crowd of over 5200 attendees representing 58 different […]

Technology is transforming logistics and transportation in stunning ways.  Did you know human reaction time is around 100 milliseconds? And prior to 5G, the best we could hope for from a wireless network was around 200 milliseconds of latency. Fast, but not fast enough for remote operators who are working with millimeters of precision. But […]

This week, I took the stage in Neenah, Wisconsin, joining nearly 200 leaders of SECURA Insurance. In my keynote, I discussed the ongoing shift from digitization to ‘data’fication, what that means for the future of the insurance industry, and how this shift is creating new opportunities for insurers to better serve their customers. In addition […]

Trust is the lifeblood of well-functioning teams, but a lack of trust might be inhibiting teams from truly excelling within hybrid work environments. Additional layoffs at Facebook parent Meta recently filled the headlines, but in the memo to employees, Mark Zuckerberg revealed new insights on the future of work, the importance of relationships, and how […]

Earlier this week I joined US Bank’s Elavon for their latest masterclass. I discussed the disruptive trends impacting businesses and what it means for the future of payments and finance. These are some of the trends we explored: #1 shift from digitization to ‘data’fication #2 new faces of commerce that are emerging #3 new paths […]