Colleagues, customers, and community

Podcast

Colleagues, customers, and community

Earning the customer relationship

Bringing together digital banking and financial inclusion requires building customer relationships in a way that helps the customer achieve the progress that they're seeking. Learn more about what it means to encourage banking education across the board and build enrichment into every interaction.

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Colleagues, customers, and community

In this episode, Kristin and Bill are joined by Paul Dilda, Head of Retail Strategy, Deposits, and Segments for US Personal & Business Banking at BMO, to share insights on how to deliver enhanced customer experiences and helping customers achieve real financial progress.

When we think about our strategies and what we're trying to do at BMO with respect to real financial progress, it’s really thinking about customer outcomes—not just the products we're trying to sell. Of course, you've got to have great products, you've got to have great marketing, but really thinking about how you deliver them in a way that helps the customer achieve the progress that they're seeking.

—Paul Dilda
Head of Retail Strategy, Deposits, and Segments
US Personal & Business Banking at BMO

Through our partnership with the United Way and really generous employees, we're able to donate tens of millions of dollars each and every year to the communities in which we serve through that program. And that’s really powerful. But also, we provide support through other programs such as volunteerism, even targeted hiring programs in underserved communities, and specialty lending programs. There’s a lot of facets in which we can play a role in influencing and impacting the health of the communities that we serve.

—Paul Dilda
Head of Retail Strategy, Deposits, and Segments
US Personal & Business Banking at BMO

About our guest

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Paul Dilda
Head of Retail Strategy, Deposits, and Segments
US Personal & Business Banking at BMO

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About Branching Out

Our retail banking podcast series, Branching Out, explores trends in retail banking through conversations with leaders from across the financial ecosystem. Co-hosts Kristin Korzekwa and Bill Dworsky talk with top industry leaders to explore the topics that are top of mind in retail banking. To learn more, visit our full collection of episodes and subscribe now wherever you listen to podcasts.

For more insights like this, visit my.deloitte.com to create your own personalized feed and enroll in newsletter updates. Once you're signed in and set up, you’ll have access to a robust content library of news, industry-specific takeaways, and topics of interest that will help you stay one step ahead.

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