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Bobbi Jo Allan
Innovation leader at Nationwide Financial. She reveals the complex world of B2B2B2C financial transactions and Nationwide's vision of a formless future.
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Jun 30, 2025
• 37min
Strategic Friction: When Less Isn't Always More in Finance with Nationwide’s Bobbi Jo Allan
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Bobbi Jo Allan, an innovation leader at Nationwide Financial, dives into the complexities of B2B2B2C financial transactions. She highlights the frustration of 'NIGO' forms that can derail massive deals. Exploring the vision of a 'formless future,' Bobbi Jo discusses the need for digital transformation that reimagines customer journeys. She also tackles the balance between seamless digital experiences and the emotional intricacies of financial planning, shedding light on how Amazon-level expectations are reshaping traditional industries.
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