Rise Up is a start-up that empowers people to build confidence and to inject a little fun into managing their finances. An Israeli "profit with a purpose” organization, Rise Up provides customers with actionable information, using a unique community-based approach and behavioural science to help them build self-efficacy regarding their personal finances. In this episode, Gerry talks with Nadav Yur, Head of Business Development and Strategic Partnerships at Rise Up and David Milligan, Innovation360 Gold Partner.

Current CX approaches forget there are two sides to any transaction. They foster the misconception that organizations should give customers everything they want without fully considering business impacts like innovation, profitability, and productivity. In this episode, Stephen talks about the need to differentiate yourself from your competitors, to set the bar where the customer wants it, not where you think it should be, and to ensure there’s an exchange of value, enabling customers to choose you first every time.

In our third and final episode we examine challenges the industry faces to progress while meeting the evolving needs of its customers, and why collaboration within the industry is necessary to achieve this objective. Our panel discusses the importance of culture and technology, what players should do to collaborate better and the idea of unfettered access for all.

Panelists discuss these issues and more and provide listeners with advice for the future. Thank you to Richard Goyder from Finaptic Technologies (Banking-As-A-Service), Panagiotis Kriaris from Unzer (Payments), Keren Moynihan from Boss Insights (Commercial Banking) and Mahima Poddar from EQ Bank (Digital Banking) for your thought provoking insights.

This episode is the second in a series of three podcasts, a panel discussion on the evolution of financial services. We discuss where the industry is going, some of the changes taking place, and how this will impact the future. In part two, we examine the importance of understanding what customers consider to be banking. Does scale matter as we turn FS on its head? Is digitization central to success, or is it old news? Panelists include Richard Goyder from Finaptic Technologies (Banking-As-A-Service), Panagiotis Kriaris from Unzer (Payments), Keren Moynihan from Boss Insights (Commercial Banking) and Mahima Poddar from EQ Bank (Digital Banking).

This episode is the first in a series of three podcasts, a panel discussion on the evolution of financial services. We discuss where the industry is going, the changes taking place, and how this will impact the future. In part one, we talk about the evolving industry, its move towards re-bundling, and the implications for industry players, both large and small. Panelists from across the industry include Richard Goyder from Finaptic Technologies (Banking-As-A-Service), Panagiotis Kriaris from Unzer (Payments), Keren Moynihan from Boss Insights (Commercial Banking) and Mahima Poddar from EQ Bank (Digital Banking).

Mark Cohen, a senior financial services executive, shares five keys to his success in Operations in the Capital Markets, Treasury and Transfer Agency worlds. Based on his thirty plus years of experience in global financial institutions such as JP Morgan Chase, Bank of New York and CIBC, Mark discusses lessons learned, how he dealt with the challenges of change and the factors that have impacted the industry and will drive innovation in the future.

John Rossman, a former Amazon executive, shares his personal experiences and insight on the Amazon Way. He talks about the importance of applying the right combination of leadership, process, and culture for each organization. Discover why customer obsessed leaders look to remove friction, experiment with new ideas and how they achieve operational excellence.

This week’s episode is a unique opportunity to hear from a seasoned financial services expert. Allan Schlar is a senior marketing executive with decades of experience in the industry. He shares his view on the need for financial services organizations to look at innovation through a different lens, to apply lessons from the past, and use these learnings to solve the problems that really need to be solved.