One Vision fintech fuse
Theodora Lau
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From personalization to prediction: Unlocking the next wave of financial services with Anticipatory Banking
In this episode of One Vision, we sit down with Allison Cerra, Chief Marketing Officer at Alkami, to explore how anticipatory banking moves financial services beyond personalization into prediction. The conversation dives into the evolution of consumer technology in financial services, drawing parallels with the music industry, and highlights the importance of personalization and hyper-personalization at scale. They explore how AI and behavioral data are transforming the banking experience, the significance of the $84 trillion intergenerational wealth transfer, and the implications for regional and community financial institutions. Join Allison and Theo for a dynamic discussion on the challenges and opportunities in creating a better digital banking experience for all generations. #AI #Fintech #FinancialServices #BankingIndustry #AnticipatoryBanking 📍Hot Take: What I hope to see is more deposits going from Wall Street to Main Street. I hope to see vibrant communities that continue to flourish. 00:00 Introduction and Guest Welcome 00:30 Revisiting CoLab and Generational Trends 01:08 Understanding Anticipatory Banking 01:55 The Evolution of Digital Banking 11:25 Generational Wealth Transfer and Its Impact 21:35 The Role of AI and Behavioral Data 23:51 Future of Financial Institutions 29:03 Conclusion and Final Thoughts Find Allison Cerra on LinkedIn: https://www.linkedin.com/in/acerra/ 🔗About Alkami: https://www.alkami.com/ 🔗About Anticipatory Banking: https://www.alkami.com/anticipatory-banking/ Find Theodora Lau on LinkedIn: https://www.linkedin.com/in/theodoralau/ 🔗My latest book: Banking on (Artificial) Intelligence: https://www.bankingonaibook.com/ 🔗About Unconventional Ventures and the One Vision Podcast: https://www.unconventionalventures.com/ Hosted on Acast. See acast.com/privacy for more information.
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