How are customer expectations changing? How will that affect operating models in banking? In this episode, Rafael DeLeon talks with Dave Coffaro, author, consultant, and founder of Atticus, a fintech firm that develops tools for fiduciary-based activities, about how banks can respond to the accelerated pace of change that impacts every aspect of business, from service offerings to leadership to talent acquisition and development. Listen and learn how your FI can differentiate itself to sustain relevance and success now and in the future.
Hey there, my friend! I just had the most mind-blowing chat with Dave Coffaro on my podcast, and I can't wait to spill the beans on what we covered. You won't believe how the pandemic turbocharged change in the financial world – Dave breaks down how leaders can ride that wave like pros.
We dove into how banks tackled the curveballs the pandemic threw at them. Let me tell you, nailing down a strategy in the midst of all that change and chaos ain't easy, but Dave spills the secrets on how they did it.
And get this – Dave's all about starting with a vision for the future. Yeah, like a crystal ball for your bank! But he doesn't stop there, he spills the beans on why your resources are your magic wand to stand out.
Oh, employee engagement? Yeah, that's a BIG deal. We're talking about two-thirds of employees being checked out, and Dave's got the scoop on how leaders can flip that around. And guess what? Meaningful work trumps fatter paychecks – I've got the Harvard Business Review stats to back it up!
Hold onto your hats, because Dave drops some serious knowledge bombs on how banks can stand out in a sea of financial institutions. Trust me, he's got this nailed down to an art – and he's got the stories to prove it.
But that's not all, my friend. Dave goes on to talk about how to be your own disruptor. Think Amazon-style innovation. And let's not forget the culture talk – how a simple shift can turn board meetings from snooze-fests to powerhouse sessions.
Oh, and remember those recent enforcement actions on banks? Yeah, Dave spills the tea on how it all ties back to culture. Trust me, it's eye-opening stuff.
Now, imagine having all this wisdom at your fingertips – the kind that could make your financial institution a real game-changer. And guess what? Dave's got more up his sleeve. Our next chat's all about creating space for your team to connect with clients and the community. You won't want to miss it – I sure didn't!
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