
#226 How Financial Services Deploys Digital Transformation ft. Bill Topel
Three main factors have an influence over how today’s financial services are adjusting to digital modernization: low interest rates, market disruption from fintech startups, and the hybrid work environment. In this episode, I interview Bill Topel, National Financial Services GTM Leader at BDO USA, about the financial services market today and how to deploy digital transformation to create a seamless customer experience.
Join us as we discuss:
- Findings from the digital transformation survey
- A culture of adaptation and upskilling
- A marketing perspective on the D3 Methodology in financial services
- The importance of data quality and personalization
- What the Gen Z community wants from financial services