In this episode, Olivia Berdak, a leading financial analyst at Forrester, unravels the critical trends defining the 2024 financial landscape with a keen eye on digital transformation and sustainable finance.

Despite the seemingly tranquil surface of the 2023 financial realm, a significant shift looms—the anticipated departure of 30% of customers from primary banks. The surge in inflation prompts this migration, posing challenges to bank profitability and drawing regulatory attention.

Yet, amidst this turbulence, opportunities emerge. Challenger banks and tech giants seize the moment, enticing customers with attractive rates and fees.

Join us for a concise yet enlightening exploration of the forces set to redefine banking in 2024. We'll delve into the trends and priorities poised to reshape the financial industry, revealing the transformative landscape awaiting banks in the coming year.

About the Speaker

Oliwia Berdak is a seasoned leader at Forrester heading a team of analysts focusing on B2C Marketing, Digital Business, strategy, and Technology Architecture and Delivery Services. With a global responsibility for Forrester’s financial services practice, Oliwia concentrates on the intersection of technology, customer behaviors, and evolving financial business models.

Oliwia’s team conducts in-depth research, specializing in digital product design, emerging technologies, and personalized experiences. Oliwia's expertise lies in guiding digital transformation within financial services and advocating for sustainable finance.

As a respected speaker, Oliwia presents insights at various global industry events, including the EFMA Congress, Finovate, and the Mobile World Congress. She also shares commentary with publications like American Banker, Bloomberg, the Financial Times, and Reuters. Additionally, she has been recognized for her contributions to the European Digital Financial Services Power 50.