

Leveraging Data for Strategic Decisions and CX in Banking
Sep 26, 2024
Jeremiah Lotz, SVP of Product & Data Experience at Velera and former expert at PSCU/Co-op Solutions, delves into the power of data in financial services. He discusses how banks can leverage data for strategic decisions and enhance customer experiences while balancing AI and human insights. The conversation highlights the importance of clear data strategies, overcoming silos, and investing in analytics to achieve personalization. Jeremiah also addresses the challenges institutions face and emphasizes the need for leadership to drive successful data initiatives.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Harnessing Data for Banking Transformation
02:32 • 27min
Navigating Challenges in Data-Driven Banking Strategies
29:25 • 5min
The Rising Importance of Data Analytics in Financial Services
34:22 • 2min
Transforming Data into Strategic Action in Financial Institutions
36:38 • 3min
Engaging with Data Strategies and Business Insights
39:46 • 2min