Primitive Logic Hosts Panel Discussion on Strategic Trends in Financial Services

SAN FRANCISCO, October 5, 2017 — On September 29, Primitive Logic, the premier business consulting and technology services firm, welcomed clients, partners, and associates for an invitation-only panel discussion on Strategic Trends in Financial Services.

Primitive Logic President Kevin Moos moderated the panel featuring:

  • David Joves, Senior Vice President at the Bank of Guam and director of the Association of Asian American Bankers
  • Jill Reber, CEO of Primitive Logic
  • Steven Bryant, Senior Vice President at Wells Fargo Bank and active author, researcher, and blogger

Panelists represented their own views and not those of their employers. They explored a broad range of trends affecting financial services, including digital banking, artificial intelligence, customer data, machine learning, augmented reality, and compliance.

“We’re delighted to offer clients and colleagues the opportunity to take a step back from day-to-day tactical working ‘in the business’ and explore strategic trends at a higher level, working ‘on the business,’” said Primitive Logic COO Anisha Weber. “Several attendees told me they had some ‘aha’ moments that they look forward to taking back and sharing with their teams.”

Discussion topics included preparing for upcoming compliance requirements such as GDPR and keeping up with consumer expectations, particularly in the mobile space. “We usually don’t think of financial services as being on the leading edge of technology,” Weber said, “but it’s the consumers who are pushing them in that direction. People want their banks to provide services comparable to what they’re receiving from other vendors, and financial institutions are figuring out how to respond.”

Following the presentation, panelists joined roundtable discussions with the audience, which included representatives from various financial service firms around the San Francisco Bay area.

“The response was overwhelmingly positive,” said Weber. “We look forward to planning similar presentations across industries as we explore more of the strategic trends that are shaping our future.”

About Primitive Logic

Primitive Logic is determined to change the way the world thinks about consulting. Founded in 1984, Primitive Logic is the premier digital strategy, experience design, technology services firm developing and implementing solutions that create value for market-leading corporations. We provide full life-cycle management and execution services, from strategy and planning to creative, design, architecture, development, and implementation. Primitive Logic collaborates with clients to realize innovative strategy whether via web, cloud, or mobile, on any platform. We are proud to serve many of our original clients – leading organizations in their industries – allowing them to evolve as technology changes.

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Kevin Moos