Episode 99: Digital Experience + Your FI

Mar 28, 2022

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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