#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