Data-Driven Finance: The Financial Intelligence Podcast

Steve Szpytek of Axos Bank on Consumer Product Development

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Our guest on this episode of Data Driven Finance is Steve Szpytek, SVP and Head of Consumer Product Development at Axos Bank. Axos Bank is a diversified technology-driven financial services company with a well-balanced portfolio of verticals within the bank. Topics discussed include:

  • How technology is moving so fast, there’s always a new product out there to help you service or enhance your platform that needs to be vetted.
  • Balancing what’s available vs. what really going to move the need for customers.
  • The importance of mobile and why 70-75% of Axos Bank’s customers interact with the bank on the mobile app.
  • How connecting accounts provides a better, fuller picture of the customer than the traditional small deposit verification method.
  • The enormous advantages of account linking for personalization and more targeted customer offers.
  • The four pillars that comprise Axos Bank’s strategy: customer/user experience, tracking, training, and communication.
  • The move toward better, easier, faster, simpler loan applications and processing.
  • The vital nature of transparency for trust building.
  • What’s most on the minds these days of those tasked with creating financial customer products.
  • Are physical banks on their way out?

    • Some Helpful Links

    Steve Szpytek on LinkedIn

    Axos Bank

    Envestnet Yodlee

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