How the Marketplace Model is Reshaping Financial Firms

Hosted by American Banker
Thursday, Apirl 1, 2025

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

Speakers:
Jon Kaplan, MoneyLion
Matt Lattman, Discover

Host:
Daniel Wolfe, American Banker