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September 14, 2021 44 min

Three main factors have an influence over how today’s financial services are adjusting to digital modernization: low interest rates, market disruption from fintech startups, and the hybrid work environment. In this episode, I interview Bill Topel, National Financial Services GTM Leader at BDO USA, about the financial services market today and how to deploy digital transformation to create a seamless customer experience.

Join us as we discuss:

  • Findings from the digital transformation survey
  • A culture of adaptation and upskilling
  • A marketing perspective on the D3 Methodology in financial services
  • The importance of data quality and personalization
  • What the Gen Z community wants from financial services
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