Embedded Finance: The Evolution of Financial User Experience

In this part of our conversation, we dive into how big financial institutions handle their incredibly diverse customer base. We're talking about everything from mass-market consumers to high-net-worth individuals and even corporate clients. It's a real challenge to understand and prioritize all those different needs, especially when customer relationships can evolve so much over a lifetime. We'll also touch on the difficulty of reaching those "high-profile" users for research and how AI and better data management are paving the way for more personalized experiences that anticipate what users need, rather than making them dig for it.

Episode Resources:

Michael Lewandowski on LinkedIn: /in/michael-lewandowski-66769b11/

Joseph Johansen on LinkedIn: /in/josephjohansen/

Method Website: method.com

U.S. Bank Website: usbank.com