Winning the Battle for Primacy in Banking

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Leaders in Lending

180 episodes

1 week ago

Leaders In Lending is a show for lending professionals who want to grow their consumer lending programs and improve their consumer experiences. Consumers continue to expect faster, easier online experiences from every company—and our knowledgeable guests will share how they are bringing their organizations and lending products forward into the future.
Every week, Leaders In Lending will bring you actionable advice and key learnings from experienced leaders to help you navigate the future of consumer lending.

The views, thoughts, and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of Upstart. Any content provided by the hosts or guests is for informational purposes only and is based on their own experiences and perspectives.

All content for Leaders in Lending is the property of Leaders in Lending and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Technology

Education,

Business

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Winning the Battle for Primacy in Banking

Leaders in Lending

24 minutes

6 months ago

Winning the Battle for Primacy in Banking

With 97 percent of Americans already banked, acquiring new customers means convincing them to break existing relationships. So how can financial institutions stand out when banking feels increasingly commoditized?

Live from CBA 2025, host Matt Snow from Upstart is joined by Kurt Lin, Co-Founder and CEO from Pinwheel as well as Dennis Chira and Wei Ke from Oliver Wyman to tackle the question: “How do we create a 2x, 5x or even 10x better experience that delivers genuine value to customers?”

From leveraging direct deposit switching to power seamless onboarding to designing subscription management services that truly simplify financial lives, discover how next-gen technology and open banking solutions are reshaping the fight for loyalty. Tune in to learn how banks, credit unions, and fintechs can differentiate on more than just price—building deeper relationships and winning in the battle for primary account status.