Planet of the Apps: The Evolving Battle for Customers and Cross-Selling in a Mobile World


Waning customer loyalty: it’s why Venmo, Acorns, Square, and PayPal are now offering debit cards to their users, enticing customers with a new place to keep their funds instead of a checking account at a traditional banking provider. In this timely session, you’ll hear about ongoing research that reveals how consumer purchase behaviors and changing attitudes about traditional banking products have created an opening for digital trendsetters to reimagine how financial services can work in a modern world. Experience live demonstrations of the mobile apps that are reimagining everyday banking tasks, including Credit Karma, Quicken Loans, AmEx, PayPal, Bank of America’s Erica voice-activated banking, and Chase’s Finn.

David DeFazio
Strategy Corps., LLC