B2B Jobs to be Done: Switching Business Checking Accounts

An interview that unpacks what causes George to make two switches related to his business banking relationships.

What we say we’re going to do and what we actually do are usually very different.

Watch George talk about his desire to move away from large banks, and then describe his switch to Chase Bank, the biggest bank in the U.S.!

The interview turns out to be a fantastic lesson in why we need to understand the trade-offs that people are willing to make during purchase decisions so that we can build products that focus on what is actually important to them.

Debrief, Analysis, and Opportunities

George left us with so much to unpack. With opportunities for the Bank of America, the incumbent bank, to opportunities for his existing Credit Union and for startups looking to address the small business banking space.

Check out the video below for my debrief, a run-through of how the recruit went, and thoughts on opportunities.