Banking Transformed with Jim Marous cover image

Banking Transformed with Jim Marous

Transforming Banking with Real-Time Engagement

Jun 6, 2024
Maria Echeverria from Latinia discusses the challenges of delivering personalized banking experiences through real-time engagement. They explore the role of event-driven architectures, regional variances in banking, ensuring security and compliance, and the strategies for implementing technology solutions in financial institutions.
39:22

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Quick takeaways

  • Banks must adopt event-driven architectures for real-time personalized engagements.
  • Balancing human and digital interactions is crucial for creating personalized banking solutions.

Deep dives

Challenges in Personalization for Banks

Banks face challenges in delivering highly personalized experiences due to a reactive approach, focusing more on regulations and competition rather than service and customer experience. To embrace new solutions and foster innovation, a shift in mindset and leadership vision is essential within financial institutions. Additionally, technical challenges arise from fragmented infrastructure and siloed systems, hindering real-time data leverage for personalized customer experiences.

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