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.

Listen on Apple Podcasts Listen on Spotify Listen on Pandora

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

View All

Banking's Next Chapter: 5th Anniversary Special (Part 2)

Banking Transformed
In celebration of the 5th anniversary of Banking Transformed, Jim Marous is honored to be interviewed by his senior producer, Leah Haslage, from E...
Listen to Banking's Next Chapter: 5th Anniversary Special (Part 2)

Banking's Next Chapter: 5th Anniversary Special (Part One)

Banking Transformed
In celebration of our 5th anniversary at Banking Transformed, Jim Marous is interviewed by his senior producer, Leah Haslage, from Evergreen Podca...
Listen to Banking's Next Chapter: 5th Anniversary Special (Part One)

Bridging the Generative AI Readiness Gap

Banking Transformed
Monica Hovsepian and John Radko from OpenText explore the current adoption levels of AI in banking, the challenges institutions face in implementa...
Listen to Bridging the Generative AI Readiness Gap

NVIDIA Executive Reveals How AI is Reshaping Financial Services

Banking Transformed
Malcolm deMayo, global vice president of the financial services industry at NVIDIA, shares insights on how institutions tackle key challenges, inc...
Listen to NVIDIA Executive Reveals How AI is Reshaping Financial Services