As many businesses and individuals continue to face economic uncertainty, financial services institutions need to stand by their customers and support them with trust, transparency, and data-based decision making.

Scott Albahary, Financial Services Chief Strategist at Perficient, talks about data’s value in financial services and concepts that include the universal banker and robo-advisors. He also shares his perspective on trends in the financial services industry and considerations for evolving your business in the years ahead.

Want more?

Explore our on-demand webinar about data and financial services, The Secret to Acquiring and Retaining Customers in Financial Services.

Watch Scott and Kevin Colletti’s conversation with Jim Marous from The Financial Brand in the on-demand webinar, Digital Strategy Lessons Financial Institutions Can Learn from Top Brands.

Discover how we’ve helped financial services organizations achieve remarkable results with data and intelligence.

Connect with our host Arvind Murali, Data Chief Strategist at Perficient.

Learn more about Perficient's Data + Intelligence expertise.