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FEATURING: Holly O’Neill, President, Retail Banking at Bank of America
Financial institutions have struggled engaging consumers with budgeting and financial health tools. Bank of America’s approach has been to address financial wellness by building an omnichannel platform that allows consumers to set goals, track progress, and get answers to financial questions easily.
These efforts have resulted in Bank of America being the first financial institution to be certified by J.D. Power for financial health support.
Our guest on the Banking Transformed podcast is Holly O’Neill, President of Retail Banking at Bank of America. She discusses how a holistic framework for supporting the financial health of its clients includes simple, transparent products, high levels of personalization, financial education, and access to human support.
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About the Banking Transformed Podcast
In each Banking Transformed podcast, host Jim Marous has candid conversations with the world’s foremost leaders on what it takes to transform financial institutions during an age of digital disruption. His guests discuss technology, channels, innovation, customer experience, leadership, culture and competitive forces that are changing the banking industry faster than ever before.
Named as one of the most influential people in banking, Jim Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand and the owner and CEO of the Digital Banking Report. The Digital Banking Report is a subscription-based publication that provides deep insights into the digitization of banking, with over 150 reports in the digital archive available to subscribers.
As a sought after keynote speaker, author and recognized authority on disruption in the financial services industry, Marous has been featured by CNBC and CNN, Cheddar, The Wall Street Journal, New York Times, The Financial Times, The Economist, The American Banker and has spoken to audiences worldwide. Jim has also advised the White House on banking policy.