820. Insights: Personalisation in banking

About this episode: Host Kate Moody – Customer Strategy Director at 11:FS - is joined by some great guests to discuss the biggest stories from the world of financial services over the past week. This week's guests: Daniel Wills- Senior Financial Advisor at Plum Matthew Goldman - ...  Show more

About this episode: It's episode 1111 of Fintech Insider, and we're making a wish! To celebrate this milestone, we're turning the tables on our usual hosts and asking a simple question: If you could change anything about financial services, what would you wish for? Stepping in as ...  Show more

User experience is at the heart of the fintech revolution.   Innovation has centered around building better, smarter, cheaper, and more helpful services to disrupt the establishment and reinvigorate competition for the consumer.   If data is the oil of that innovation, then un ...

In This Episode This week, we bring you Part III of exclusive insights from Fintech Xchange ’25 at the Stena Center for Financial Technology and the University of Utah, powered by U.S. Bank. Host Jason Henrichs engages in a dynamic discussion with Jason Mikula of Fintech Business ...  Show more

Attracting the next generation of clients is vital for the financial advice industry. But what's an effective way to do it? Thinking about technology seems a good starting point...In this week's podcast FT Adviser senior reporter Alina Khan is joined by Ben Barratt from First Sen ...  Show more