Banking on Experience powered by BUSINESSNEXT

Episode 99: Digital Experience + Your FI


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Let's talk digital experience. Specifically—why is it so essential for the success of your financial institution? We've all got a general idea on how to answer that, but perhaps the details are a tiny bit fuzzy.

That's where Jeff Keltner comes in. As Senior VP of Business Development at Upstart, he offers a lot of fantastic insight into the how/what/why behind the right kind of digital transformation for your FI. And he shares top tips—this week on CRMNEXT's Banking on Experience podcast.

Topics we covered include:

  • Defining "digitizing legacy processes"
  • Top 2 digitization challenges FIs should tackle first
  • Integrating different channels across the digital journey
  • CX + EX: how your data strategy affects both
  • The convenience factor
  • Digital Experience & growth (hand-in-hand)
  • How Jeff would change the world if he could
  • And more

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

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Banking on Experience powered by BUSINESSNEXTBy Andrew Piron & Joshua Barclay

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