Transforming Financial Services With a Customer-First Approach With David Crow

David Crow is the President of Axos Clearing, a full-service clearing firm focused on the success of broker-dealers and registered investment advisors. At Axos Clearing, he prioritizes understanding unique client challenges to tailor effective solutions, enabling business leaders to anticipate future challenges and opportunities. With a 25-year career spanning various financial service roles and his forward-looking guidance, David specializes in optimizing scale and transforming organizations. He is a frequent speaker at industry events and participates actively in SIFMA (Securities Industry and Financial Markets Association), the Financial Services Institute, and the Chicago Bond Club.

In this episode…

Have you ever wondered what makes a successful business tick? What if the key lies in truly understanding your customers and anticipating their needs before even they are aware of them?

David Crow, an expert in the financial services industry, explores the intricacies of the financial services industry and the crucial role of customizing solutions for client success. He offers a glimpse into his leadership journey and the core strategies that have enabled Axos Clearing to stand out in the competitive landscape. With a heavy focus on listening to clients and crafting tailored solutions, David highlights the organization's efforts in integrating banking and securities for seamless financial experiences. His narrative also touches upon the importance of people and relationships in business — the very fabric that binds a company's internal culture to its external success.

In this episode of The Customer Wins, Richard Walker interviews David Crow, President of Axos Clearing, about transforming the financial service experience. David delves into the significance of listening, cultural values, and technological adoption in driving growth and improving customer-centricity in the financial services industry.