If you listened to our previous episodes, you’ll know that Upfront is the bold new financial services podcast that’s breaking down the barriers getting in the way of people having a better relationship with their finances and financial services.
Since episode two, we've had even more great chats and insights with the industry's leading experts:
Lets talk about CX, baby
Can the customer experience offered by financial services ever rival that of our favourite apps and services or will innovation always be limited by rules and regulation? Or, in other words:
Does the financial services experience suck?
That's the upfront question for product design experts Josh Guest, CEO at digital design consultancy Transpire, and Amir Ansari, head of product design at financial technology company Iress. In this episode they talk to comedian Olga Koch about their most amusing and frustrating customer experiences and the secret to building financial services experiences people truly love.
The F-word
It’s a fact that people would rather talk about sex, politics or their mental health than money. Could this be why 24 million UK adults don’t feel confident managing their money, or why 85% of Australians don’t have a financial plan? Research shows that if we talked more about our finances, we’d all make better decisions, feel less stressed and more in control. Our kids would also be more likely to form good lifetime money habits. So it begs the question:
Why would people rather talk about anything but their finances?
Financial wellness coach and author of How to Save It, Bola Sol, joins comedian Olga Koch for a frank and fearless conversation about our weird relationship with money and why understanding it could help the financial services industry out.
Red light, green light
Clients. Markets. Products. Regulation. Technology. More regulation. Arrrrgh! Financial services businesses sure do have a lot to keep up with. Is stepping back and hitting reset ever an option? Look at successful startups - they’re usually led by people who’ve had a chance to step back, stop, rethink and then make a move. That’s tricky to do in an established business where long-term thinking can give way to pressures that come from short-term targets - like getting new customers through the door. So what can you do?
How do you stop and reset in an industry that is always on the move?
Executive life coach Jason Bernic joins Olga Koch to talk about finding the time, vision and guts to stop and change what you’re doing today for a chance at something even bigger tomorrow.
Listen now and subscribe to Upfront wherever you get your podcasts: https://omny.fm/shows/upfrontpodcast/mind-your-language
Get more content from these episodes, including our free guide to building a financial services business that speaks to people, on the Upfront blog: iress.com/upfront
