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In this episode of Financial Forward, host Jim McCarthy talks with Keshava Dasarathy, Founder of Finvizia, about the consumer journey in financial services and how firms can go beyond providing products to fostering financial health. Keshava shares his extensive experience in leadership roles at Fannie Mae, Capital One, and Boston Consulting Group to offer actionable insights into customer success, digital transformation, and strategy.

Together, they discuss how organizations can build trust, drive customer engagement, and transform the way financial products and services are delivered, creating lasting value for consumers.

Key Topics Covered:

1. The challenges consumers face in achieving financial health.
2. Strategies financial firms can adopt to enhance customer success.
3. Innovations in digital transformation and customer engagement.
4. The importance of addressing consumers' broader financial needs.
5. Real-world examples of consumer-centric financial solutions.

Guest:
 Keshava Dasarathy
 Founder of Finvizia, Adjunct Professor at NYU Stern School of Business, and former leader at Fannie Mae and Capital One.

More from Jim:
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