From Personalization to Profits in Banking


Jim Stapleton, EpsilonFEATURING: Jim Stapleton, Senior Vice President at Epsilon

Consumers want their financial providers to provide integrated experiences that leverage insights to create intuitive engagements. To accomplish this, banks and credit unions need to build the data infrastructure and analytics capabilities that can be applied across the entire customer journey.

Personalization must become a strategic priority, using data to create a differentiated value exchange with the customer in real-time.

I am excited to have Jim Stapleton, Senior Vice President at Epsilon on the Banking Transformed podcast. Jim shares how banks and credit unions can deepen relationships by understanding customer behaviors and offering timely solutions.

Episode Sponsor


With 50+ years’ experience, Epsilon for Financial Services accelerates clients’ ability to harness the power of data to enhance, activate, and measure campaigns with confidence. With market-leading insights into customer’s actions (even when they’re not interacting with your brand), Epsilon can predict upcoming life events and deliver optimized messages across owned and paid channels, while respecting and protecting consumer privacy and client data.

Learn more about Epsilon for Financial Services

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.


Jim Marous Profile PictureNamed 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.

For updates whenever new Banking Transformed podcasts are released, please sign up for The Financial Brand’s email newsletter. You can also follow Jim on Twitter and LinkedIn, or visit his professional website.

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