Notes from the revenue frontier
Perspectives on financial services, distribution, and the intersection of AI and enterprise sales.
Financial Services: What Is Really Changing
After dozens of conversations with leaders across asset management, transaction banking, payments, and credit cards — here is what is actually shifting in how financial institutions generate revenue.
Digital Evolution of Investments: Pathways and Behavioral Insights
Investment decisions are non-visual and driven by complex psychological processes. Here is how digital platforms can align with that reality — and what it means for building products that actually get used.
Evolution of the Decision Journey
B2B buyers used 5 channels in 2016 and 10 by 2021. By 2026 it will be 15–18. Omnichannel is no longer a nice-to-have — it is the conversion strategy.
Navigating the Future of B2B Sales in Insurance
Automation, AI-driven predictive analytics, and personalization are reshaping B2B insurance sales. The firms that adapt fastest will win the next decade.
The Power of Distribution
There are nearly 9,000 mutual funds and 3,500 ETFs in the US alone. Products are no longer the differentiator — distribution is. The next decade belongs to whoever builds the most efficient channel.
The Regulatory Maze: Navigating Compliance in B2B Financial Services Sales
Compliance is often treated as a cost center. Done right, it is a competitive advantage — and the firms that build it into their sales motion from the start will move faster than the ones that don't.
The Next Frontier: Game-Changing Innovations in B2B Distribution
B2B2C, direct-to-business, and digital marketplaces are rewriting how products reach buyers. Here is what is actually changing — and what to do about it.