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Benefit Tracking·Thought Leadership
6 min read · April 27, 2026

Why Investment Planning Without Benefits Tracking Is Just Budgeting

The missing accountability layer that separates capital allocation from capital performance Most investment planning processes are remarkably effective at allocating capital and remarkably poor at... Read more

Bastin Gerald
Bastin Gerald
April 27, 2026  ·  6 min read
Improving Transaction Processing & Support
Banking
4 min read · January 15, 2020

Improving Transaction Processing & Support

In order for banks and financial institutions to improve their organizations as a whole, they need to focus on improving…

Bastin Gerald Bastin Gerald
Growing Consumer Lending
Banking
4 min read · August 31, 2020

Growing Consumer Lending

According to Pablo Sanchez, the regional head of retail banking and wealth management at HSBC, the unsecured personal loan market…

Bastin Gerald Bastin Gerald
Improving Teller Operations
Banking
5 min read · August 31, 2020

Improving Teller Operations

Frontline banking employees like tellers are large determinants of customer loyalty, customer retention, and the organization’s corporate image. Not only…

Bastin Gerald Bastin Gerald
Growing Credit Cards
Banking
3 min read · August 31, 2020

Growing Credit Cards

According to a Federal Reserve report from 2018, the top ten card issuers held over 85% of outstanding credit card…

Bastin Gerald Bastin Gerald
Top 4 ways OKRs can be used by HR Department
OKR Management
16 min read · August 31, 2020

What are the approaches to choosing your OKR levels?

TL;DR OKRs can be set at four levels: Corporate, Department, Team, and Individual. Most organizations start simple with 2 levels…

Bastin Gerald Bastin Gerald
Improving Branch Performance
Banking
5 min read · August 30, 2020

Improving Branch Performance

With the advancement of digital technology and the increasing number of channel options, traditional branch locations are struggling. However, brick…

Bastin Gerald Bastin Gerald
Growing Financial Advisory
Banking
10 min read · August 30, 2020

Growing Financial Advisory & Investments Service

Wealth management is facing significant disruption on two fronts – digital transformation and customer experience. To effectively succeed in this…

Bastin Gerald Bastin Gerald
Top 4 ways OKRs can be used by HR Department
OKR Management
6 min read · August 29, 2020

When and how do you automate check ins?

Check-ins are an integral part of the OKR process. Profit.co has distinctly designed the OKR software with an automated check-ins…

Bastin Gerald Bastin Gerald
top-down
OKR Management
4 min read · August 29, 2020

How do you straddle between top-down and bottom-up alignments?

Alignment is one of the key pillars of the OKR philosophy. Organizations achieve alignment both using a top-down approach and…

Bastin Gerald Bastin Gerald
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