Jim's Journal

Trends and the Shift in retail banking: Sales and Investments

The retail banking market has come out of the financial crisis with a new outlook on how to engage new customers and how to retain and cross sell others.  The shift to omni-channel, multi-channel whatever is something that has been…

Running with attitude – the right attitude 
Running with attitude – the right attitude 

Running with attitude – the right attitude 

I ran cross country in high school.  In my senior year I was the fastest runner, leading the team. If I knew then what I know today I would have been a better leader and ran even faster. Cross country…

New Gig – ACI Worldwide – Farewell TIS
New Gig – ACI Worldwide – Farewell TIS

New Gig – ACI Worldwide – Farewell TIS

So this is my last day at TIS (though I’m on Vacation) and my journey starts with ACI tomorrow morning with “Challenger Training” – then a week of sessions and keynotes and parties at the ACI Worldwide International Sales Conference.…

My Finovate Presentation (Video)
My Finovate Presentation (Video)

My Finovate Presentation (Video)

Stood up there in front of 1,500 people – it was fun and though I wish I had remembered all my lines, it was worth it. I’m demonstrating for TIS an integrated part of multi-channel approach to capturing the necessary…

Does Mobile have a Place in Lockbox, Integrated Receivables, Payment Reconciliation?

I’ve been thinking a lot about how much Treasury Management has changed since I started in the business just over 25 years ago. Although I’ve been out of the game for at least 4 years, it seems that Lockbox (especially…