Newsletters: Article

November 2016


Improving Accountability and Efficiency Through Executive Dashboard Design

Dashboards can be a powerful tool for executives in any line of business. Transparency into the organization via timely and easily digestible data can produce improved decision making, greater accountability, and increased efficiency. This article outlines the design factors that contribute to the successful implementation of executive dashboards

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Meet Jenny Li


Jenny joined Transom Consulting as an Analyst in 2015.  Her work at Transom spans the fields of innovation, sales and organizational effectiveness. Jenny was born in China and raised in Canada. She completed her B.A at Harvard University and her M.S of Economics at Johns Hopkins University.

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Leaders Can Turn Creativity Into a Competitive Advantage

November 2, 2016

In 1985, Peter Drucker made a hopeful case for a society in which innovation and the creation of businesses would compensate for job losses stemming from the retreat of manufacturing industries in the U.S… more »

No Laptop, No Phone, No Desk: UBS Reinvents the Work Space

November 3, 2016

A desk is like a home away from home for many in the working world. Family photos, trinkets from a vacation, an extra pair of shoes or spare chopsticks are just some of the things routinely left lying around… more »


‘Grit’: Why Talent Needs Drive to Succeed

October 20, 2016

Angela Duckworth, a 2013 MacArthur Fellow and professor at University of Pennsylvania, says grit is the capacity to work hard and stay focused. In her recent book, she explains why grit is necessary, and why talent needs the drive in order be successful…  more »

Organizations Can’t Change if Leaders Don’t Change Too

October 24, 2016

The pattern is clear, and diligent leaders often devote countless resources to planning out the perfect change management initiative. To raise the odds of success, however, leaders need to begin their transformation efforts on themselves… more »


Could Allstate’s ‘5 Minute’ Policy Transform Commercial Lines Sales?

October 19, 2016

At a time when technology startups are also targeting the small commercial insurance market, Allstate has debuted a hi-tech business insurance quoting platform that it says makes it possible for  small business owners to buy a policy in about five minutes. Allstate’s redesigned online commercial insurance… more »

The App That Brings Transparency Between Insurers and Clients

November 14, 2016

Wherever you stand on the issue of insurtech, there is no denying that innovations are coming and that insurers and brokers alike need to be on top of the changes or risk being left behind. A new app named SafeStuff is designed to establish transparency between users and insurance companies… more »

Banking, Lending & Payments

Banks Bet on the Next Big Thing: Financial Chatbots

November 9, 2016

Your bank wants to chat. This week Bank of America, MasterCard and financial start-ups announced new tools – known as chatbots- that will let customers ask questions about their accounts via text or Facebook Messenger… more »

Future of CFPB in Play as Warren Digs In

November 14, 2016

Whether Senator Warren can hold the line with her colleagues — or stave off Republican attempts to rejigger the agency using filibuster reform and other unusual legislative actions — remains to be seen… more »

Asset Management

Goldman Sachs Launches New Way For Everyday Investors To Follow Hedge Funds

November 3, 2016

Goldman Sachs just launched a new way to follow the hedge fund crowd. They are launching an exchange-traded fund, which pretty much anyone can access, that will invest in hedge funds’ most popular stock picks… more »

Hedge-Fund Love Affair Is Ending for U.S Pensions, Endowments

November 15, 2016

About five years ago, Kentucky started investing some of its public-employee pension money with hedge funds. By early November, Kentucky officials had had enough. They started yanking $800 million from hedge funds… more »

Private Equity