Banking Transformed with Jim Marous

New Path to Corporate Banking Loyalty


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Today, we're exploring one of banking's most vital yet often overlooked functions: corporate banking account analysis. Though it might not seem glamorous, this is where billions of dollars in revenue are gained or lost, and where the gap between a loyal corporate client and a frustrated one is often decided.

Joining us on the Banking Transformed podcast is Dan Gill, Industry Analyst at Zafin, an AI-powered banking platform that's revolutionizing how banks handle pricing, billing, and customer relationships. In a time when corporate clients demand transparency and banks face challenges with legacy systems and scattered data, the account analysis function has become a key strategic area.

We'll explore how modern AI and unified data platforms are addressing long-standing issues, including revenue loss, manual fee calculations, and unclear reporting that frustrates CFOs.

Whether you're in banking, fintech, or simply interested in how corporate finance operates behind the scenes, this conversation will reveal the significant transformation underway in this field.



This episode of Banking Transformed is sponsored by Zafin

Zafin's Loyalty Rewards capability helps banks deepen customer engagement by rewarding behaviors across the entire banking journey, not just their transactions and spends. It offers behavior-based incentives, flexible point strategies, and personalized rewards, moving beyond traditional spend-based models. With seamless integration and real-time analytics, banks can optimize loyalty programs to enhance customer lifetime value and drive sustainable growth.

Visit https://zafin.com/insights/banking-blueprints/?videos

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