Innovation and an Open Mind Is the Key to Success For Financial Brands
by Audrey Cannata on April 1, 2022
“If you're not innovating, you're doing the opposite of innovating, which means you have just a period of time before your company or your idea ceases to exist.” -Matt Maxey You don’t have to be a genius inventor to be innovative and take your brand to the next level. It’s all about s …
Why Financial Institutions Should Take a Risk on Fintechs
by Audrey Cannata on March 17, 2022
“The moment you say you’re a fast follower, what you’re really saying is you plan to be behind.” -Joel Swanson Fintechs are a risk that many financial brands won't take. They are comfortable staying in the Cave of Complacency where it familiar and safe. But many fintechs are actually …
The Future of Banking and Collaboration to Improve the Customer Experience
by Audrey Cannata on March 16, 2022
“You have to think like a banker: What is going to be this thing that I can offer that doesn’t necessarily exist—that hook to grab customers?” -Mary Wisniewski The future of banking is now. It’s time to move beyond the bank–fintech feud and find ways to work together to provide someth …
How the Employee Experience and Appointment Culture Play an Integral Role in a Financial Brand's Success
by Audrey Cannata on March 16, 2022
“When the client and improved staff experiences come together, you get much better business outcomes.” -Nicholas Barnes It’s true that when your employees are happy, your customers are happy. And when everyone is happy, and everything is working seamlessly, you can really grow your bu …
What Banks Can Learn From the World's Best Retailers
by Audrey Cannata on March 3, 2022
"Social selling is still selling. It’s just another tool in your toolbox.” -Jody Guetter When banking professionals hear the term “social selling,” they cringe. Somehow it sounds too out-of-bounds for the traditional world of banking. Why is this the case? Jody Guetter, executive vice …
Getting Your Financial Brand's Digital Foundation in Place
by Audrey Cannata on March 2, 2022
“There’s an opportunity for banks to stop being afraid of outside factors and start embracing how they can take advantage of them.” -Jeffery Kendall The shift towards digital operations began long before the pandemic, but the pandemic did act as a sort of catalyst to advance things fo …
Adopting Empathy to Help Customers Embrace Financial Education
by Audrey Cannata on March 2, 2022
“We have to get out of this mindset of looking at people as purely transactions. We’re in the business of building relationships.” -Jelaire Grillo For too long people have considered it taboo to openly discuss their financial struggles, but that ends now. Not only should people not hi …
Why Financial Brands Need a Human Touch to Experience Growth
by Audrey Cannata on March 1, 2022
“At the end of the day, the person you’re selling to, the people that you’re serving are humans.” -Joey Coleman Too many brands are quick to eliminate the human element before customers have acclimated to their business. Raising the barrier to exit and making it difficult for customer …
Why Are Most Financial Brands Ignoring Young People?
by Audrey Cannata on February 18, 2022
"Teenagers these days are really different than teenagers even 10 years ago. And the stark difference in terms of their life's experience, their opinions, is really quite remarkable.” -Shari Storm It’s cliched to say that children are the future, but it’s amazing how many financial br …
An Asset That Shouldn't Be an Afterthought: The Financial Calculator
by Audrey Cannata on February 16, 2022
"Where we're headed is a convenience era and people need things to work. They need to be connected and they're willing to sacrifice their data and some of their privacy to make it happen in a personalized way.” -Chase Neinken Would you believe that more than 2 million people go online …