Brochure

Reclaim Customer Influence | Win the Intelligence War

Banks still dominate scale, trust, and regulatory strength.
Fintechs increasingly dominate engagement, influence, and daily decision ownership.

The battlefield has shifted.

Customer loyalty is no longer secured by product breadth or digital access. It is secured by predictive insight, contextual engagement, and execution speed.

Most banks have invested heavily in digital transformation. Yet engagement depth, cross-product expansion, and lifecycle relationship growth remain constrained.

The issue is not technology adoption.
It is intelligence activation.

Why This Playbook Matters Now

• 9% of Europeans now hold their primary account with digital banks
• 35% of digital banks’ primary customers are under 35
• 57% of banking executives still struggle to achieve a unified customer view
• 62% of customers would switch institutions if treated impersonally

Fintech firms are redefining how customers choose, engage, and remain loyal.

Banks risk maintaining balance sheet strength while gradually losing engagement ownership.

What This CEO Playbook Covers

This executive brief provides a strategic framework for navigating the competitive reset:

• Where fintech firms are gaining structural advantage
• The hidden intelligence gaps inside traditional banks
• Why fragmented data and campaign-driven engagement are limiting growth
• How first-party data becomes a predictive growth engine
• The three core capabilities required for intelligence-led banking
• A practical path to reclaiming engagement leadership

A leadership roadmap for restoring decision influence.

The Strategic Choice Facing Banking Leadership

The next era of competition will not be defined by product availability.

It will be defined by which institutions understand customers best and act on that understanding first.

Download the CEO Playbook to assess whether your institution is positioned to lead or at risk of losing relevance.