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Rules & Tools for What's Ahead
Introduction

This is the Support Site for my program entitled “Rules and Tools for What's Ahead,” presented to the Credit Union Service Corporation User and Technology Conference in New York City on October 20, 2003.

I presented some ideas about the key forces shaping the retail financial services marketplace of the future and how the characteristics of that marketplace will change. That was to form the basis for two sets of conclusions.

Rules for Credit Unions Competing in the Retail Financial Services Marketplace of the Future
How Different Tools Can Be Used to Compete Most Effectively

Here's a detailed outline of what we covered.

We’ll begin our journey by considering our starting point and how we managed to get here.

Click here to download a PDF file of the session note-taking handout.
Click here to download a PowerPoint file for the slides used in the presentation.

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