Web Seminar

How the marketplace model is reshaping financial firms

Tuesday, April 1, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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Consumers are shopping for financial products differently than ever before—more online, with less reliance on branches or human interaction. When they shop, they expect a seamless experience, the ability to compare options side by side, and a single destination for discovery—just like shopping on Amazon.

Enter the marketplace model—a transformative approach that allows banks and lenders to connect with high-intent consumers more efficiently while improving approval certainty. But unlike retail marketplaces, financial products require a two-way vetting process, making the transition to this model more complex.

So, how can financial institutions create a marketplace that delivers the seamless experience consumers expect while overcoming the unique challenges of financial products?

Join us for an exclusive webcast where we'll explore:

  • Why the marketplace model is the next frontier for financial services
  • How financial marketplaces differ from retail marketplaces
  • The power of API-driven collaboration, data-driven personalization, and open banking
  • Real-world examples of how financial institutions are using this model to scale

Don't miss this opportunity to learn how your organization can stay ahead in the evolving financial landscape.

Speakers
  • Daniel Wolfe
    Daniel Wolfe
    Content Director, Payments and Credit Unions
    American Banker
    (Host)
  • Jon Kaplan
    Chief Revenue Officer
    MoneyLion
    (Speaker)
  • Matt Lattman
    SVP of Card Acquisition Marketing
    Discover
    (Speaker)