Artwork

Content provided by Leaders in Lending. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Leaders in Lending or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Winning the Battle for Primacy in Banking

24:08
 
Share
 

Manage episode 479881918 series 2928307
Content provided by Leaders in Lending. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Leaders in Lending or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
With 97 percent of Americans already banked, acquiring new customers means convincing them to break existing relationships. So how can financial institutions stand out when banking feels increasingly commoditized?
Live from CBA 2025, host Matt Snow from Upstart is joined by Kurt Lin, Co-Founder and CEO from Pinwheel as well as Dennis Chira and Wei Ke from Oliver Wyman to tackle the question: “How do we create a 2x, 5x or even 10x better experience that delivers genuine value to customers?”
From leveraging direct deposit switching to power seamless onboarding to designing subscription management services that truly simplify financial lives, discover how next-gen technology and open banking solutions are reshaping the fight for loyalty. Tune in to learn how banks, credit unions, and fintechs can differentiate on more than just price—building deeper relationships and winning in the battle for primary account status.
  continue reading

169 episodes

Artwork
iconShare
 
Manage episode 479881918 series 2928307
Content provided by Leaders in Lending. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Leaders in Lending or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
With 97 percent of Americans already banked, acquiring new customers means convincing them to break existing relationships. So how can financial institutions stand out when banking feels increasingly commoditized?
Live from CBA 2025, host Matt Snow from Upstart is joined by Kurt Lin, Co-Founder and CEO from Pinwheel as well as Dennis Chira and Wei Ke from Oliver Wyman to tackle the question: “How do we create a 2x, 5x or even 10x better experience that delivers genuine value to customers?”
From leveraging direct deposit switching to power seamless onboarding to designing subscription management services that truly simplify financial lives, discover how next-gen technology and open banking solutions are reshaping the fight for loyalty. Tune in to learn how banks, credit unions, and fintechs can differentiate on more than just price—building deeper relationships and winning in the battle for primary account status.
  continue reading

169 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play