Evolving the Playbook: Tech, AI, and Customer-Centric Lending

Leaders in Lending

In banking, yesterday’s touchdowns don’t win today’s games. A great product is just the start — constant evolution is key to meeting ever-changing customer needs.
In today’s episode, host Matt Snow sits down with Rhett Roberts, CEO and Co-Founder of LoanPro, for an in-depth look at the modern financial landscape. Rhett shares key insights from the recent Money 2020 event in Las Vegas, covering everything from AI’s growing role in financial services to the critical shift toward customer-centric lending. Together, they explore how small lenders can embrace tech modernization, the importance of proactive customer service, and the far-reaching effects of regulatory changes on the industry.


Join us as we discuss:

• Why small lenders should prioritize exceptional, cost-effective customer experiences over geographical reach.
• How AI and generative tech are transforming financial services, enhancing efficiency and compliance beyond traditional CRMs.
• The urgent need for financial institutions to modernize their tech to meet customer expectations and leverage open banking.