Embrace change, take risks, and disrupt yourself

Hosted by top 5 banking and fintech influencer, Jim Marous, Banking Transformed highlights the challenges facing the banking industry. Featuring some of the top minds in business, this podcast explores how financial institutions can prepare for the future of banking.

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Transforming Customer Experiences with Personalization

In a digital world, consumers want experiences that are highly personalized and contextual. From the way they search to the way they shop, view content or do banking, consumers expect organizations to know them, look out for them and reward them. Unfortunately, the majority organizations are only delivering basic personalization and are focused more on product sales than on helping the consumer manage their finances or their daily life. In other words, there is a massive personalization gap.

On today’s podcast, we will discuss the importance and process of delivering hyper-personalized experiences, across all channels, as part of digital transformation. We will also discuss the importance of creating personalized engagement that requires a minimal of effort from the consumer to ‘make it happen’.

I am joined today by Jody Bhagat, president of the Americas for award-winning financial services personalization agency, Personetics. Jody is an industry veteran, having previously been a partner at McKinsey & Company, and also working at U.S. Bank, Wells Fargo, and Providian. Personetics works with some of the largest financial institutions worldwide, using AI, predictive analytics, machine learning and other technologies to engage and serve consumers.

Recent Episodes

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CaixaBank: Innovation Drives Digital Transformation

Banking Transformed
Benjami Puigdevall, long time veteran at CaixaBank and current CEO of imagin, discusses digital transformation at CaixaBank, the importance of an innovation culture and the development of imagin.
Listen to CaixaBank: Innovation Drives Digital Transformation

How Citi Maintains Customer Loyalty During a Pandemic

Banking Transformed
Mary Hines, chief marketing officer for the US Consumer Bank at Citi, discusses the importance of turning loyalty program interactions from something that is occasional to something habitual.
Listen to How Citi Maintains Customer Loyalty During a Pandemic

Marcus by Goldman Sachs: Digital Banking Built for the Consumer

Banking Transformed
Dustin Cohn, Head of Brand and Marketing over Consumer and Investment Management for Goldman Sachs and the Marcus brand, discusses the building of a new digital banking brand within a legacy financial firm.
Listen to Marcus by Goldman Sachs: Digital Banking Built for the Consumer

Four Seismic Shifts That Are Changing Banking

Banking Transformed
Nancy Giordano, strategic futurist, founder of PlayBig, Inc. and co-founder of the Femme Futurists Society, discusses how the recent confluence of pandemics have impacted the future of work.
Listen to Four Seismic Shifts That Are Changing Banking

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