Sam Kilmer, Managing Director at Cornerstone Advisors, engages in an insightful discussion with our very own Soren Bested. Their conversation centers around the pivotal strategies that financial institutions can employ to forge deeper, more meaningful connections with their account holders, thereby fortifying these crucial relationships. In an era where technology is rapidly evolving, competing with the Big 5 banks on a purely technological front is often seen as an uphill battle that may not lead to success. However, when the foundations of relationships are solid and nurtured with care, they have the potential to yield substantial benefits. By focusing on personalized services, understanding customer needs, and enhancing customer engagement through innovative yet simple solutions, financial institutions can create lasting bonds with their clients that withstand competitive pressures and contribute to long-term growth and loyalty.

Watch their full interview below. And thank you to our friends at Q2 for producing the video.