Winning the Battle for Primacy in Banking
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…
The skinny
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