Episodes

Tuesday Sep 14, 2021
#226 How Financial Services Deploys Digital Transformation ft. Bill Topel
Tuesday Sep 14, 2021
Tuesday Sep 14, 2021
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
Version: 20221013
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