The future of finance in LatAm & the Caribbean

Banking To Go: How banks can adapt to a new era of financial services

How can banks adapt to a new era of financial services? It's a question we discussed with senior bank executives in a private forum hosted by iupana and Veritran. Download the White Paper to access key insights about the future of banking.

How can banks adapt to a new era of financial services?

 

Financial services are changing as consumers’ lives grow more digitalized.

To serve them, banks must aspire to be fully embedded in the user experience and to become invisible and omnipresent service providers, offering fast, secure and convenient solutions.

To explore the changing dynamics of the industry, iupana and Veritran hosted a private forum, "Banking on the Go" to assess learnings from the industry’s enormous evolution in 2020 and explore strategies for success in the years ahead.

This White Paper highlights the insights from this private forum held in May 2021 and seeks to enlighten financial institutions regarding the future of banking.

This White Paper was produced in partnership with Veritran

Download the White Paper: Banking To Go

By leaving my details, I agree to be contacted by iupana and Veritran regarding industry news, information and services.

Thought leaders featured in this White Paper

Driss Temsamani

Driss Temsamani

Head of Digital, Citi

Gabriel Angeloro

Gabriel Angeloro

Integration Manager, Citi

Mariel Arraiza

Mariel Arraiza

SVP, Bco Popular Puerto Rico

Omar Arab

Omar Arab

EVP Corporate Business and Head of Global Alliances, Veritran

Rogelio Cardozo

Rogelio Cardozo

Executive Director, ItalBank

Greynier Fuentes

Greynier Fuentes

VP for Digital Solutions, Veritran

Inside the White Paper

Table of Contents

Part 1: The new face of  banking

  • What is the customer looking for? From cost comparison to value assessment
    The key is in personalization... and in social media
  • The future is now: UX in digital channels

Part 2: Preparing for what’s next

  • The invisible and omnipresent bank
  • Partnerships: their importance and how to make them work
    Integrating tools to minimize friction

Final remarks: Toward a new banking-customer relationship

 

Download the White Paper: Banking To Go

By sharing my details, I agree to be contacted by iupana and Veritran regarding industry news, information and services.

"Being digital is not just about technology, it’s a strategy: It’s about people thinking ahead and being able to predict"

Greynier Fuentes

VP of Digital Solutions, Veritran

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