Episode notes
Rohan Shah, Partner at Simon-Kucher discusses how data-driven, customer-first strategies are transforming financial services. He explores the shift from compliance-focused to hyper-personalized banking, the importance of embedding analytical capabilities, and how banks can future-proof themselves for a rapidly evolving, tech-driven landscape.
Key Words: Financial services, Customer-centric, Data-driven, Rate management, Hyper-personalization, Banking innovation, Legacy systems, Digital transformation, Behavioral insights, Future of banking, Simon-Kucher, Analytical tools, Monetization, Compliance, Fintech
Takeaways
- Rohan Shah has a background in computer science and operations research.
- He focuses on solving complex data-rich problems in financial services.
- The goal is to create customer-centric solutio ...
Keywords
technologyGenAIbankinginnovationPersonalizationFintechcustomer experienceCommunity BanksCredit UnionsConsultancyEmbedded FinanceFutures ThinkingDigital BankingNeobanksFinancial ServicesAIDigital IdentityOpen BankingSmart DataFinancial MarketingRisk ManagementComplianceConsumer DataCustomer EngagementBlockchainTechnology AdoptionAgentic AIData ScienceFuture of BankingModernizationdigital transformationArtificial IntelligenceAutomation