« All Podcasts

How Banks Are Failing Their Most Valuable Clients

Learn the critical differences between consumer, small business, commercial, and wealth solutions — and why a one-size-fits-all approach fails.

Published on May 2025 in Leadership & Management

FEATURING: Alex Jimenez, Lead Principal Consultant at Backbase

While consumer digital banking has seen tremendous innovation, commercial and wealth management sectors often lag behind, creating frustration for some of banking’s most valuable customers.

We’re joined on the Banking Transformed podcast by Alex Jimenez, Lead Principal Consultant at Backbase. Alex helps us understand the critical differences between consumer, small business, commercial, and wealth solutions – and why a one-size-fits-all approach fails in today’s competitive landscape.

He also explores the unique needs of the commercial and wealth segments, examining the performance gaps currently plaguing the industry. The message is clear – financial institutions can no longer afford to focus exclusively on consumer digital experiences while neglecting their commercial and wealth management clients.

Episode Sponsor: Backbase

Backbase helps financial institutions unlock growth mode by transforming fragmented experiences into seamless, customer-centric journeys. Whether it’s modernizing onboarding, streamlining lending, or scaling commercial offerings, Backbase powers the front-end innovation banks need to compete—and win. Learn more at backbase.com.

The Financial Brand is your premier destination for comprehensive insights in the financial services sector. With our in-depth articles, webinars, reports and research, we keep banking executives up-to-date with the latest trends, growth strategies, and technological advancements that are transforming the industry today.

© 2026 The Financial Brand. All rights reserved. The material on this site may not be reproduced, distributed, transmitted, cached or otherwise used, except with the prior written permission of The Financial Brand.