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

How Community Banks Can Win the Business Banking Battle

Banking Transformed
Jacob Leick, Director of Product Management at Alkami Technology and Mandy Lopez, Lead Product Manager at Alkami, discusses the importance of buil...
Listen to How Community Banks Can Win the Business Banking Battle

Generative AI Use Cases and Adoption Patterns in Banking

Banking Transformed
Daragh Morrissey, the Director of AI at Microsoft Worldwide Financial Services, provides a roadmap for banks looking to adopt generative AI, empha...
Listen to Generative AI Use Cases and Adoption Patterns in Banking

Key Leadership Trends to Embrace NOW

Banking Transformed
Jacob Morgan, four-time best-selling author and renowned leadership futurist, shares his groundbreaking research on the top 7 leadership trends fo...
Listen to Key Leadership Trends to Embrace NOW

Demystifying Pricing of Banking Services

Banking Transformed
Melina Palmer, CEO of The Brainy Business and author of the new book “The Truth About Pricing: How To Apply Behavioral Economics So Customers Buy,...
Listen to Demystifying Pricing of Banking Services