Personalizing experiences across the entire customer lifecycle has emerged as a critical strategy for engaging customers and driving growth in banking. However, unlike retailers who focus on maximizing immediate transactions, financial institutions face unique challenges in leveraging personalization to build long-term, profitable relationships.
We are excit ... Show More
Aug 19
Organic Growth is Within Your Daily Reporting
Organic Relationship Growth is Easier Than Prospecting and Available Daily Your cheapest growth engine is the customer whose transaction history you're already holding. Every month, your customers' accounts send money out to banks, brokerages, mortgage companies, auto lenders and ... Show More
9m 47s
Aug 18
What Technology Can't Fix
Lay a new core over a broken process, and the process just runs faster. Darius Wise told his staff the credit union was not good at what it did. Red Rocks was coming off two years of net losses, a core conversion was underway, a merger had just fallen apart, and the board was tur ... Show More
50m 39s
Aug 17
The Credit Moment Banks Keep Missing
Banks and credit unions rate higher than the fintechs on buy now, pay later. J.D. Power scores bank programs at 704 for customer satisfaction, compared with 603 for fintechs. Almost none of the spending is ours. The gap is timing. Our pay later arrives after the purchase, the fin ... Show More
9m 22s
Jan 2024
820. Insights: Personalisation in banking
Our expert host, Kate Moody, is joined by some great guests to talk about how personalisation in banking.
Personalisation was one of the key themes that emerged from this year's annual 11:FS Pulse report, which is out now at 11fs.com/report
In the report, our experts, along with ... Show More
49m 8s
Oct 2025
1006. Insights: AI in banking - What it really means for the customer
About this episode: AI is everywhere-your newsfeed, your boardroom, your LinkedIn inbox. But when it comes to real, customer-facing use cases in finance… there’s not much to see. Why isn’t AI transforming the customer experience yet? What’s working behind the scenes, and what’s j ... Show More
48m 27s
Jul 2024
2977: AI-Driven Marketing and Personalization at Scale With OgilvyOne
How is Generative AI reshaping personalized marketing? In this episode, we sit down with Ravi Pal, the Global CTO of Ogilvy One and Verticurl (a WPP Company), to delve into this pivotal question. Ravi, a seasoned technologist, has a wealth of experience in orchestrating enterpris ... Show More
47m 8s
Jul 2023
Designing Your AI Blueprint
<p>AI is evolving daily, challenging businesses to adjust and adapt. Vladimir Lukic, global leader of BCG’s Tech & Digital Advantage practice, demystifies what companies need to get right when implementing AI. A shift in mindset can go a long way toward unlocking AI’s potenti ... Show More
21m 55s
Aug 2024
Client Retention and the Performance Economy
<p>In the evolving landscape of AI, professional service companies face a critical juncture: productize or risk being left behind. But what does it mean to productize services in an AI-driven economy? Join Knownwell's Chief Marketing Officer, Courtney Baker, CEO David DeWolf, Chi ... Show More
37m 14s
Mar 2024
The Future of AI in Marketing
In this episode, Christina highlights the transformative impact of AI on the marketing industry. She delves into AI's role as a detective, decoding vast data for insights into consumer behavior. Stressing the importance of AI-powered analytics and predictive modeling, she emphas ... Show More
6m 22s
Oct 2025
How Will AI Revamp Marketing—and the Role of CMOs?
AI is creating greater customer personalization, but a far more fundamental change is coming. Over the next decade, it will break down silos across organizations and give CMOs always-on access to better, deeper, and far more comprehensive information. In this episode, BCG’s Janet ... Show More
30m 33s