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Purpose Driven Banking

Mobile banking has changed the understanding of what defines a bank, and financial health has become the new buzz-word. Many believe that technology enables banks to become advocates for their customers, encouraging financial habits that build financial health and wealth. That is the next frontier for CRM, but are we all on board? We spoke to Jody Bhagat, President of the Americas at Personetics, about how tech is going to raise the table stakes of what every customer can expect from their financial institutions.

Producers: Rachel Morrissey, Content Producer, Money20/20
Roland Bodenham, Senior Video Editor, Ascential

Hosts: Sanjib Kalita, Editor-in-Chief, Money20/20
Elena Mesropyan, Content Lead, Money20/20

Guests: Jody Bhagat, President of the Americas, Personetics