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Description

Understanding customer behaviors are only the beginning of the customer journey. As digital transformation has become table stakes, understanding the balance between digital and in person service is all about redefining how we look at the customers, how we look at their data, and how we plan to meet expectations. We spoke with Brandon Rembe of Envestnet to talk about what you need to plan your digital transformation.


Guests: Brandon Rembe, Senior VP of Products, Envestnet | Yodlee

Hosts: Sanjib Kalita, Editor-in-Chief, Money20/20
Rachel Morrissey, Producer, Money20/20 USA


Producers: Roland Bodenham, Senior Video Editor, Ascential
Rachel Morrissey, Producer, Money20/20 USA

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