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.
