ADRIAN = FINANCE + DIGITAL

Future banking teams: Leveraging humans and computers

At investment banks, a new approach to KPOs will automate lower-level work, reduce costs, and provide more value.

Adrian CrockettMarch 2, 2016Comment

Big data: You're gonna need a better chart

Not every banker can, nor should, be a data scientist, but they should be a data samurai. The importance of a good visualization.

Curation: It doesn’t only belong in a museum

If you can curate information to the needs and interests of clients, you can cut down on pitchbook churn.

WinAdrian CrockettFebruary 16, 2016fix the pitchbook, strategy, be a better banker, professional developmentComment

Why STEAM power is the future

The combination of creative AND technical ability is America’s secret sauce to continued prosperity and engine of future economic development

SlantAdrian CrockettFebruary 9, 2016outside the office, education, discourseComment

Compound charts: The visualization you’ve been waiting for

The popularity of infographics shows how different chart elements can be combined to tell a comprehensive story.

ChartsAdrian CrockettFebruary 5, 2016fix the pitchbook, be a better banker, compound chartsComment

The one simple rule for a great pitchbook

As a banker, the best piece of career advice I ever received had nothing to do with scrubbing numbers, building models, or conducting an analysis.

PitchAdrian CrockettFebruary 1, 2016fix the pitchbook, telling stories, be a better banker, professional developmentComment

I can kanban, can you?

How adopting the kanban methodology, investment bankers can better manage and update client resources and strategies while on the move.

WinAdrian CrockettJanuary 28, 2016management strategy, tips and tricks, be a better bankerComment

It’s election time. Will there be a spike in special dividends?

Presidential election season is in full swing. What could this mean for special dividend declarations?

SmartsAdrian CrockettJanuary 26, 2016panel charts, special dividends, electionComment

What “less is more” means for junior bankers

How to balance a rich, layered story with the power of a single takeaway message by using the "less is more" approach.

PitchAdrian CrockettJanuary 19, 2016fix the pitchbook, digging data, junior bankers, be a better banker, professional developmentComment

What investment bankers can learn from chess

Supercomputers changed the way chess is played. What does this mean for investment bankers?

WinAdrian CrockettJanuary 14, 2016fintech, strategy, tomorrow's investment bank, professional developmentComment

A share price chart is a waste of time

CFOs know their company share price. In fact, they know more about their company than any banker. So why tell them something they already know?

ChartsDevon StankJanuary 8, 2016fix the pitchbook, be a better banker, share price chart Comment

The great junior banker disconnect

If junior bankers invest energy into making pitchbooks better, will it be recognized? How can the pitchbook creation process be fixed?

PitchAdrian CrockettJanuary 4, 2016tomorrow's investment bank, management strategy, junior bankersComment

2016: The year of better pitchbooks

esources to build better pitchbooks. From smart methods of data analysis and building impressive charts, to how to curate and craft the perfect message.

PitchAdrian CrockettDecember 30, 2015fix the pitchbook, be a better banker, tips and tricks Comment

Two steps to become pitch perfect

You get to a client meeting and your 60 minutes is reduced to 30. How to use storyboarding and presentation practice to be prepared.

PitchAdrian CrockettDecember 21, 2015fix the pitchbook, be a better banker, telling stories, professional developmentComment

How to find the best answers to client questions

When, "Is there anything else I can help you with?" leads to oddball questions from clients.

WinAdrian CrockettDecember 16, 2015be a better banker, client advice, strategyComment

Will the cost benefit of floating-rate funding continue if the Fed acts?

What would a tightening of credit mean for interest rate swap payouts?

SmartsAdrian CrockettDecember 14, 2015federal reserve, swap savings, i didn't know thatComment

Two ways to get better spaghetti charts

Are there ways to make spaghetti charts clearer and more intuitive to read? Two design enhancements to improve your pitchbooks charts.

ChartsAdrian CrockettDecember 11, 2015fix the pitchbook, spaghetti charts, be a better bankerComment

Not even Goldman Sachs can clone bankers

As banks introduce solutions to attract and retain employees, what are the technology strategy considerations?

WinAdrian CrockettDecember 7, 2015fix the pitchbook, tech as a tool, tomorrow's investment bankComment

Investment Banking Strat | Digital Transformation | Design Thinking | Innovation & Strategy | Executive - 20+ yrs experience.