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Using JTBD as an architecture for growth in Financial Services

998vStrategyn Odi
HOSTED BY Rob Schade
Discussion Points
  • JTBD is a simplifying economic principle
  • Examples of JTBD applied to financial services
  • How JTBD creates a customer architecture for growth in financial services
  • Live Q&A
Duration: 60 Minutes


The financial services industry has emerged as a hotspot for innovation initiatives. Under pressure from disruptive competitors and the shift to digital services, financial services companies are counting on innovation to differentiate themselves and spur growth.

The problem is that the teams at many of these businesses are stuck in a product/solution mindset that forces them to think technology-first. The more effective alternative is a customer mindset that starts with customer needs — then asks what technologies exist to serve these needs.

Jobs-to-be-Done (JTBD) gives you a framework to simplify your markets, understand your customers through a solution-agnostic lens, and create architecture that will lead to sustained growth.

In this webinar, Rob Schade ( Chief Customer Officer at Strategyn) will guide you through how JTBD can be used in financial services to create ground-breaking products and services.

Rob Schade

Rob drives client success with his deep expertise in Jobs-to-Be-Done (JTBD) theory and Outcome-Driven Innovation (ODI). He has advised leadership teams in many industries, including technology, manufacturing, consumer packaged goods, medical device, and fintech. He also has deep expertise in the area of service innovation – helping companies to innovate current service offerings or create entirely new ones. Rob is also responsible for marketing and sales efforts where he shares his passion for improving the innovation process, a commitment he picked up during a decade working in hardware and software ventures in Silicon Valley. He received both his undergraduate and master’s degree in Accounting and Finance from the University of South Carolina. Don’t be surprised if you receive a call from Rob during an ODI engagement – he is dogged in his pursuit of making sure our clients are satisfied!

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