The final mile of data: From insights to engagement

As featured on the Banking Transformed podcast:

Customers want their financial institutions to know them, understand them and reward them based on their unique financial situation. Displaying this level of empathy is difficult if transactional data remains in silos. 

The aggregation of data to generate insights is only half the battle for financial institutions, though. Banks and credit unions must go beyond using data to create great reports to supporting exceptional customer experiences and engagement – the final mile in the customer journey.

I am excited to have Ed Maslaveckas, CEO of Bud Financial on the Banking Transformed podcast. We discuss the firm's expansion into the US and how financial institutions of all sizes are leveraging data, insights, personalization, open banking and BaaS as strategic differentiators.