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Jul 2024
45m 40s

Mastering AI-Powered Personalization for...

EVERGREEN PODCASTS
About this episode
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
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Today
Turning Data Into Better Banking
Community banks and credit unions keep pace by putting their own data to work for customers. Many community banks and credit unions already have the technology, data and insights they need, and are waiting too long to put them to work. That execution gap is what customers and mem ... Show More
42m 13s
Yesterday
Could Venmo Become Your Customer's Primary Bank?
PayPal and Venmo already have brand recognition and a huge customer base. Can they become your customers' primary bank in the future? PayPal's CEO has shared their plan for the future. PayPal and Venmo together reported 439 million active accounts last quarter, more than Chase, B ... Show More
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Oct 9
A Look Back: The 2023 AI Forecast for Banking
Microsoft's financial services data chief forecast in 2023 how banks would use generative AI. Charles Morris now leads agentic enterprise strategy at Truist, and his early calls are worth revisiting. In February 2023, barely two months after ChatGPT reached the public, Jim Marous ... Show More
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