

Desire for Data-Driven Personalization Unites Demographic Segments
Dec 11, 2024
In a thought-provoking discussion, Anthony Iannicello, Vice President of Product Management at Q2, and David Sant, Chief Strategy Officer at Cypress Credit Union, explore the evolving landscape of personalized banking. They reveal surprising generational similarities in banking preferences and the high trust level consumers have in financial institutions. The conversation highlights the critical role of AI in enhancing customer experiences, the challenges of data management, and the innovative strategies smaller financial institutions can implement to stay competitive.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Evolving Personalization in Banking
02:26 • 13min
Accelerating Innovation in Small Financial Institutions
15:06 • 4min
Harnessing Data for Personalized Banking
18:38 • 9min
Personalized Banking for Teens
27:36 • 8min
Building Audiences in Financial Services
35:21 • 8min
Navigating AI Integration: The Balance Between Technology and Human Touch
43:35 • 6min