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Banking with the human touch: a conversation with Arbuthnot Latham’s Dan Dagg

 - 34 mins 

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Episode 40 of Banking Reinvented examines the importance of the human touch in banking — and how financial institutions can complement it with cutting-edge technology.

In this episode, host Tim Rutten is joined once again by Backbase Founder & CEO, Jouk Pleiter, as well as Dan Dagg, Chief Operating Officer at Arbuthnot Latham. Together, they discuss supercharging relationship managers with AI and other tech solutions, harnessing data to enable omnichannel customer experiences, and reinventing operating models to improve customer-centricity.

Tune in to hear their takes on the future of financial services — and how a platform model can help tie everything together.

Want more insights into the future of banking? Check out our content hub for impactful podcasts, blogs, and whitepapers.

Host

  • Tim Rutten

    Tim Rutten

    Chief Marketing Officer, Backbase

Guests

  • Jouk Pleiter

    Jouk Pleiter

    Founder & CEO, Backbase
  • Dan Dagg

    Dan Dagg

    Chief Operating Officer at Arbuthnot Latham

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Podcast Featured Image Episode 20 EN

Episode 20 of Banking Reinvented explores the evolution of customer servicing in banking, with a key focus on how to balance self-service solutions with personalized human interactions.

In this episode, host Tim Rutten is joined by returning guest Karan Oberoi, Chief Product Officer at Backbase, to discuss the challenges banks face in modernizing their service models. They cover everything from outdated, siloed systems and manual processes to the growing role of AI and microagents.

Discover how banks can improve customer experiences with data and AI to increase both customer satisfaction and employee productivity.

Want more insights into the future of banking? Check out our content hub for impactful podcasts, blogs, and whitepapers.

Listen now