The Experience Strategist
Experience Strategy Podcast with Stone Mantel
Niche Segments and Omni-Channel in FinTech
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Niche Segments and Omni-Channel in FinTech

In today’s episode, we are joined by Rilla Delorier. Rilla has over 30 years of experience as an executive leader within the financial services industry, serving as a trusted advisor to the CEOs of PNC, SunTrust, and Umpqua Bank. Tune in as we uncover how niche customer segments have completely upended the traditional way of thinking about banking, why it’s important to go after unmet customer needs, and the power of FinTech's approach to agile innovation. 

IN THIS EPISODE:

  • [02:08] Rilla’s career background and companies she has worked with.

  • [08:11] Importance of going after customers’ unmet needs.  

  • [14:42] Rilla shares some exciting FinTech companies that focus on niche segments of customers.

  • [18:34] How is FinTech going to reshape the banking and financial landscape?

  • [22:15] Why are FinTech companies so successful with niche segments of customers?

  • [30:38] The difficulty of managing near-term performance as an organization while transforming.

  • [32:03] Combining omnichannel, digitalization, and human touch.

  • [39:10] What we hope you will take from this episode and apply to your business.

KEY TAKEAWAYS:

  • It’s easier to do great experience strategy in organizations that are focused on organic growth, vision, and understanding the customers unmet needs. Experience strategy can only thrive if it’s supported from the top down. 

  • Organizations need to be clear on their purpose and the experience design team should constantly check in and ask, “are we designing to achieve that purpose?”

  • Companies need to look at who the underserved populations are. Challenge the rationale for your targets early on and then find new ways to meet those customers needs. In doing so, this could create new opportunity spaces.

LINKS MENTIONED:

Rilla Delorier LinkedIn

BIO:

Rilla Delorier has over 30 years of experience as an executive leader within the financial services industry, serving as a trusted advisor to the CEOs of PNC, SunTrust, and Umpqua Bank. She ran a $2.7 Billion Retail Banking Business and has led enterprise functions, including technology, marketing, digital, innovation, analytics, and call centers. Rilla has her MBA from Harvard and started her career as a top-performing consultant at Bain & Company.

She is best known as a leader that helps companies transform operating models, unlock customer growth, and streamline expenses while delighting clients and inspiring employees. Rilla has the ability to combine strategic vision with a pragmatic approach to executing bold change. Rilla is a globally recognized leader across the banking industry -- she is a frequent key-note speaker and advisor. Rilla has been awarded “Top 25 Most Powerful Women in Banking’ in multiple years.

Discussion about this podcast

The Experience Strategist
Experience Strategy Podcast with Stone Mantel
Have you ever had an experience as a customer that left you wondering, “What were they thinking?” The Experience Strategy Podcast has your answer!
We are endlessly curious about what makes great customer experiences and the strategies that successful (and unsuccessful) organizations leverage to create deep and meaningful relationships with their customers. In each episode we explore a notable customer experience through the customer’s perspective to unearth the powerful strategic lessons in these experiences for brands large and small.
Whether you are part of a vast experience strategy team, or you’re a small business owner interested in creating an experience strategy that drives customer loyalty and value, you'll find powerful, actionable CX and employee experience insights in every episode.
The Experience Strategy Podcast is hosted by Dave Norton and Aransas Savas. Dave is an Experience Strategist, the Founder of Stone Mantel, an insights consultancy, and Author. Aransas is a Coach and Experience Designer who has worked with leading consumer-facing brands, to create meaningfully motivating experiences for the last 20 years.
Learn more at https://experiencestrategypodcast.com and https://www.stonemantel.co/