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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How Banking-as-a-Service has Made Webster Bank Future-Ready

Banking Transformed
Matthew Smith, Head of Digital Banking and Banking as a Service at Webster Bank, discusses why Webster Bank decided to pursue the BaaS strategy an...
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Reimagining Customer Engagement with Intelligent Texts

Banking Transformed
Scott McArthur, CRO of Statflo, discusses the power of intelligent conversational texts, and how this channel can improve satisfaction and financi...
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Banking on the Metaverse

Banking Transformed
Ray Wang, Founder and Chairman of Constellation Research, untangles the hype from the likely reality and provides a clearer view of where the pote...
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Why New Banks are Taking Over the World

Banking Transformed
Philippe De Backer and Juan Gonzalez from Arthur D. Little discusses the challenges facing traditional banking organizations and the actions that ...
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