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How to Maximize Digital Transformation in Financial Services

Published on December 10, 2024

For many financial services organizations, digital transformation is often seen as a way to cut costs and improve efficiency: moving to the cloud, modernizing legacy systems or applying new technology. 

While these goals are important, innovation and CX experts caution that focusing solely on price can undermine the long-term benefits of any digital initiative.

In an episode of DigitalTransformationTalk, Phil Tomlinson, TaskUs SVP of Global Offerings, joins financial services leaders, to discuss why shifting to a value creation mindset leads to better innovation, customer experience and new revenue streams. Phil points out, “If something is touching your customers or impacts their experience of your business. That’s where you need to really look at what the tradeoffs are, what is cheap versus quality.”


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