In today’s constantly changing world, financial services executives face an increasingly challenging landscape. They must always be attentive keepers of their members/customers’ money while at the same time making important strategic decisions to modernize their financial services to drive growth. Perhaps no other member of the executive team faces more pressure than the Chief Executive Officer. In fact, 78% of financial executives think their work is going to change dramatically over the next five years because of new digital business trends.


Today’s low rates puts even more pressure on the membership service experience, where financial services have a distinct opportunity to differentiate themselves from the competition. The days where members are willing to stand in line for banking services are long gone. Financial services must zero in on the needs of the member in every single meeting and transaction.