Building the Future of Banking: Data, Personalization, and Customer First Innovation

Banking on Information by Rutger van Faassen

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 ... 
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Keywords
technologyGenAIbankinginnovationPersonalizationFintechcustomer experienceCommunity BanksCredit UnionsConsultancyEmbedded FinanceFutures ThinkingDigital BankingNeobanksFinancial ServicesAIDigital IdentityOpen BankingSmart DataFinancial MarketingRisk ManagementComplianceConsumer DataCustomer EngagementBlockchainTechnology AdoptionAgentic AIData ScienceFuture of BankingModernizationdigital transformationArtificial IntelligenceAutomation