PivotAssets

5 Lessons Bankers Can Learn From The West Wing

As summer ends in the Northern Hemisphere, I've been re-watching The West Wing and thinking not of politics - but about banking.

Aug 22 • 

Stessa Cohen

3

2

May 2025

New Tools for Evaluating Your Cybersecurity Solutions & Vendors

I saw down with Richard Stiennon to talk cybersecurity, what FIs area doing well, and what they can improve on -- and how he can help.

May 29 • 

Stessa Cohen

1

A Perfect Storm is Brewing

Search engine product rot, TikTok/socialsearch & FI friction & failure to orchestrate create the perfect storm for agentic AI to make your bank…

May 14 • 

Stessa Cohen

3

2

April 2025

Politics of Payments

Got customers still using paper checks? All FIs must also dig deeper into what customer problems they are trying to solve to move them to new payment…

Apr 23 • 

Stessa Cohen

2

Fintech Book Club: Customer-Centric Innovation & Banking

Don't miss our discussion of why fintechs, FSPs & VCs should be using human insights to identify and create innovative products & services.

Apr 17 • 

Stessa Cohen

Rotting Products? Don't Whine, Innovate!

Decoupled products & services is a sign of product rot - whether they are your FI's products or someone else's. FIs can also view these examples - and…

Apr 1 • 

Stessa Cohen

3

March 2025

Is Your Financial Institution Creating Rot?

In its pursuit of growth, is your financial institution creating value or product rot?

Mar 20 • 

Stessa Cohen

1

Financial Services, Customers & Neighborhoods: Old Story, New Solutions

As they pursue SMBs, FIs discover that a local, physical presence is essential. But FIs should not do the same old thing to meet this challenge.

Mar 4 • 

Stessa Cohen

February 2025

If This Happened at Your Bank

Most days, the news is the news out "there." But what does it mean when the news has direct impact on financial institutions. Your financial…

Feb 5 • 

Stessa Cohen

2

Treasury Payment System Takeover: Implications for FIs & Everyone Else.

Taken over by DOGE, the Treasury payment system processes over 1 billion payments a year. What are the implications for financial institutions …

Feb 4 • 

Stessa Cohen

9

8

35:57

January 2025

Your Bank’s Hot Chocolate Agenda

Nostalgia is driving innovation for lots of legacy brands. FIs are, of course, the OG legacy institution. It's time to use nostalgia as a springboard…

Jan 29 • 

Stessa Cohen

2

How to Lose a Customer with 1 Email

Using BaaS technology to expand your ability to attract more customers & deposits is a great goal. But do you also use technology to make your…

Jan 14 • 

Stessa Cohen

2