Leader of @BainInsights' Financial Services practice in the Americas
New York, USA
Joined October 2013
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Driving Efficiency in Legacy Environments: Modern Tools to Transform Financial Services Firms bit.ly/4jMk3Pe
Measuring performance on the key episodes for a bank’s customers allows the bank to focus on investments that will improve loyalty—and its economics. bit.ly/3EGLdI6
Winning retailers are using AI-powered personalized marketing to delight shoppers this holiday season and beyond. bit.ly/3GwygRs
To strengthen loyalty, traditional banks can modernize their legacy technology and center the account experience around users’ priorities. Learn more: bit.ly/4iEZkva
From Niche to Utility: Stablecoins Move toward the Financial Mainstream bit.ly/3RGqxCP
Even before tariff policy dominated the headlines, the era of ever-freer trade and connectivity was rapidly shifting into reverse. Explore our insights to help you navigate a post-global world. bit.ly/3RnfvlL
It’s time to redesign the strategy process to deliver better results. Find out how standardizing your company’s approach to lean strategy making can pay off in this Harvard Business Review article: bit.ly/4if1Loi
Target has fully embraced generative AI—and with it, the future of retail. Discover how our bold, disciplined approach helped the retailer transition from experimentation to tangible results. bit.ly/4jgOZXk bit.ly/4lmm0CW
Product model leaders outperform their peers—but for some, results are falling short. Learn how to get the most from product model. bit.ly/4iTkmHn
Too many companies try to do “everything, everywhere, all at once,” and end up executing their plans inefficiently. Discover how senior leaders can develop a robust technology strategy for lasting success. bit.ly/4jez63x
With many customers finding P&C coverage too expensive and life coverage not relevant, insurers have to evolve their products, channels, and business models. Explore our 2025 Insurance Industry Outlook to learn more. bit.ly/3YcheOt
Ensuring your business remains significant to employees and customers is crucial during unprecedented times. Partner Jimmy Allen breaks down how successful leaders have achieved that. Watch the full video here. bit.ly/41QYSDL
While US banks still rely heavily on credit and debit cards for revenue and customer relationships, alternative payment methods are expanding rapidly in many other countries. bit.ly/3QJw9vz
A growing gap between AI #talent supply and demand is derailing executives' generative AI ambitions. According to a Bain survey, a skills shortage is hindering AI implementation across their organizations. Explore our latest analysis here. bit.ly/4hOfnY5
