Banking Transformed with Jim Marous SavvyMoney CEO Explores the Future of Credit Engagement
Oct 3, 2023
JB Orecchia, CEO of SavvyMoney, discusses the convergence of credit education and personalization, the role of data and technology in banking, and the state of fintech and banking collaborations. They explore the future of credit engagement, including gamification, financial wellness education, and personalized experiences. The use of AI in solution development and overcoming roadblocks to financial institution engagement are also discussed. SavvyMoney's website, implementation process, and benefits for improving credit engagement and marketing are mentioned.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
The Evolution of Credit Reporting and Scores
03:50 • 19min
The Future of Credit Engagement
23:20 • 11min
AI in Solution Development and Journey Mapping
34:25 • 2min
Overcoming Roadblocks to Financial Institutions Embracing Credit Engagement
36:17 • 10min
Exploring More about SavvyMoney and the Implementation Process
45:50 • 2min
Improving Credit Engagement and Marketing for Financial Institutions
47:34 • 2min