Financial brands often focus on digital transformation and new technologies to drive growth, but they miss a critical piece: human transformation. Without aligning their teams and culture to embrace change, even the best technology won’t unlock new opportunities. Sticking to old habits while trying to implement new technologies creates roadblocks, misaligned efforts, and frustrating customer experiences. If nothing changes internally, no amount of digital investment will drive the desired results.

In this episode, James Robert Lay and Danny Varghese, President of Fortimize, discuss how financial brands can break through these barriers by focusing on human transformation first. By building a culture that values adaptability, communication, and continuous learning, organizations can effectively implement digital tools and unlock new growth opportunities. Listen to learn how to set the foundation for both human and digital transformation in 2025.

Join us as we discuss:

-Challenges in Customer Acquisition (07:50)

-Opportunities for Efficiency and Relationship Building (13:20)

-People, Process, Technology, and Data (26:33)

You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

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