Leveraging Data for Strategic Decisions and CX in Banking

Banking Transformed with Jim Marous

In this episode of Banking Transformed, we explore the transformative power of data in the financial services industry. Joining us is Jeremiah Lotz, SVP of Product & Data Experience at Velera, formerly known as PSCU/Co-op Solutions.

We discuss how banks and credit unions can harness data to drive strategic decisions, enhance customer experiences, and navigate the delicate balance between AI capabilities and human insights.

Jeremiah also shares his expertise on developing effective data strategies, ensuring privacy and security, and measuring the success of data initiatives in the ever-evolving landscape of modern banking.

This episode of Banking Transformed Solutions is sponsored by Velera

Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, the company serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio that includes payment processing, fraud and risk management, data and analytics, digital banking, instant payments, strategic consulting, collections, ATM and POS networks, shared branching and 24/7/365 member support via its contact centers. For more information, visit velera.com.