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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Winning the Battle for Trust Against Fintech Firms

Banking Transformed
Nikhil Lele, the principal for digital transformation at EY, discusses the shift in financial services loyalty and what banks and credit unions can do.
Listen to Winning the Battle for Trust Against Fintech Firms

Differentiation Requires Personalized Digital Banking Experiences

Banking Transformed
Colleen Dabbs, director of solution consulting for Fiserv, discusses the importance of creating digital solutions.
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LendingClub is Well Positioned for Future Growth

Banking Transformed
Scott Sanborn, CEO of LendingClub, shares his perspective on how the LendingClub platform can leverage the loyalty of borrowers.
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Why a Big Bank Executive Jumped to a Digital Credit Union

Banking Transformed
Dennis Devine, CEO at Alliant Credit Union, shares his perspective on how Alliant delivers the best of digital.
Listen to Why a Big Bank Executive Jumped to a Digital Credit Union