I’m often asked for recommendations for innovative features and capabilities for various financial institutions, so I compiled a partial list of my top features. These are the things I would love to build for a bank or credit union if I owned the digital product for that institution.

Financial services has long been one of my top areas of interest (followed by healthcare) and so I love spending time with banks and credit unions to understand their current technology challenges and help them define a robust Digital Transformation and mobile strategy.

At last month’s Digital Banking Summit, hundreds of people in the banking industry and vendors that serve the industry, gathered in New Orleans to talk about the future of digital banking. We had several opportunities to attend sessions and talk with fellow attendees, and the primary topic on everyone’s minds was user experience (UX).

The wealth management (WM) industry is in the midst of significant change. As the industry is re-shaped, one positive outcome will be that more people will have access to a greater quantity and quality of investment strategies and advice that was traditionally reserved for high net worth individuals. Two drivers that will accelerate this democratization of wealth management are a shift in investor preferences and advances in technology.

We are incredibly excited to share that we’ll be at the Digital Banking Conference in New Orleans June 20-22. Even more exciting–not only will we be presenting a session, we’re also sponsoring the Recharge Lounge. Read more for details.

You’ve probably heard the saying “mobile is eating the world.” It’s also creating tremendous opportunities for enterprises today. Leading organizations across the globe are adopting mobility to drive transformation within their organization and competitive advantage in the market. In addition, we have seen many organizations successfully use mobility as a catalyst for business process innovation. Today, enterprise mobile apps are no longer a “nice to have.” It has now become a strategic imperative for businesses to effectively compete in this new mobile era. It’s not surprising that mobility has become one of the top five priorities for investment to help enterprises better engage with their customers and empower their employees to be more productive.

Today, you no longer have to pull out your wallet to buy a cup of coffee or give money to another person. Instead, all you need is your smart phone. Mobile payments are rapidly growing in popularity and expected to take over credit card payments in the next decade. However, the question remains, are they secure? The answer is yes, if you understand the technology behind mobile payment apps and the attached security concerns.