Blog posts from Joss Burns

October 19, 2026

Financial advisor client engagement doesn't have to cost you time

Joss Burns

Clients want more contact, not less. Here's how advisors can reclaim time from admin and turn it into proactive, higher-quality engagement.

October 15, 2026

Financial advisor productivity: Four ways to improve it

Joss Burns

See how financial advisor productivity improves when firms measure the week, delegate with shared context and free advisors for the work only they can do.

June 17, 2026

The AUM retention risk hiding in your advisors' mobile experience

Joss Burns

The gap between client-facing and advisor-facing mobile tools is a measurable AUM retention risk — and a brandable advisor app is the fix.

June 10, 2026

The smart kiosk: Why bank branch efficiency starts at the door

Joss Burns

Most branch digital transformation programs stop before the front door. Arrival management is the gap — and one of the easier ones to close.

May 28, 2026

Reducing fraud exposure in wealth management: Why architecture matters, but adoption decides

Joss Burns

AI-cloned voices, deepfake video calls, and channel-spoofed payment scams now sit inside the wealth advisor relationship itself. A secure channel used by 30% of clients leaves 70% of the fraud surface intact – here's what closes the gap.

April 14, 2026

Key digital banking statistics – and what they mean for banks

Joss Burns

Digital banking statistics are showing a back and forth between challenges and opportunities

April 9, 2026

The most important customer experience trends in banking in 2026

Joss Burns

Customer experience trends allow banks to better focus their digital transformation journeys. Here’s what’s important

March 18, 2026

Digital banking trends transforming CX in 2026

Joss Burns

Explore 5 future trends set to reshape digital banking in 2026, including AI, automation, and CX innovation that will define the next era of financial services.

February 25, 2026

Consistency is key: Ways to improve customer service in banks

Joss Burns

Customer service in banking requires consistent service across all touchpoints. Here’s what you need to know.

February 23, 2026

Trust in a digital age: Current and future retail banking trends in 2026

Joss Burns

Discover the most important current and future retail banking trends for 2026. Explore strategic insights to stay competitive in a shifting landscape.

January 22, 2026

Orchestration-led wealth management: Top 10 trends in 2026

Joss Burns

Wealth management in 2026 is defined by a fundamental shift in how client relationships are built, managed, and sustained. Performance still matters – but it is no longer enough.

November 11, 2025

Messaging apps for insurance customer retention (FT. UNIQA case study)

Joss Burns

Achieving customer engagement in insurance requires new messaging capabilities. Discover what insurance company UNIQA did.