Maximizing Customer Success Through Intelligent Cash Management With Michael Halloran

Michael Halloran is the Head of Business Development at MaxMyInterest, a company revolutionizing how clients optimize their cash assets. With a history of launching banking solutions at Morgan Stanley and being part of the first online bank in the UK, he brings a wealth of experience to FinTech. Michael focuses on building relationships with wealth management firms, providing tools that enable clients to earn higher interest rates on FDIC-insured savings accounts. His innovative approach to banking technology and customer experience makes him a leading voice in the financial industry.

In this episode…

Have you ever thought about how your cash could work harder for you, earning returns that could make a substantial difference in your financial well-being? What if you could enjoy the security of FDIC insurance with interest rates that keep up with inflation? Would you dare to venture beyond your traditional bank to discover the potential of online savings?

Business development leader Michael Halloran delves into the inner workings of intelligent cash management that uncouples high returns from the need to give up existing banking relationships. He dives deep into the advantages of online banking and how it contrasts with traditional brick-and-mortar institutions. He clarifies the misconceptions that often hold people back from optimizing their savings and shares insights on the use of artificial intelligence within finance to enhance customer communication and experience.

In this episode of The Customer Wins, Richard Walker interviews Michael Halloran, Head of Business Development at MaxMyInterest, about maximizing your cash assets. Michael shares how integration with financial advisors can significantly benefit clients. With a focus on simplicity, security, and maximizing returns without compromising on FDIC insurance, his expertise in the evolving world of FinTech paints a promising future for savers.