Banking as a Service and the Paradox of Choice
by Audrey Cannata on September 6, 2022
“Some of our biggest success stories have been when our clients have a great vision and then we can go in and listen carefully and help to enhance that vision, and then go make it a reality.” -John Dangoia Banking as a service is a familiar topic for John Dangoia, the Vice President/H …
How Brand Ambassadors Spark Digital Transformation at Financial Brands
by Audrey Cannata on August 30, 2022
“We get so caught up in automation and technology that we forget that there are people driving the business.” -Jelaire Grillo
The Emotional Impact of Transformation at Financial Brands
by Audrey Cannata on August 26, 2022
"We did regular pulse checks to see where our staff and our members were on the change. Were they feeling positive? Were they feeling benign to the change or were they feeling negative?” -Frank Chisholm
Transformation Through Automation at Financial Brands
by Audrey Cannata on August 16, 2022
“I don't think that the right thing to do is think about, ‘Oh, look at the cost savings that we're going to have out of this,’ because that's shortsighted.” -Glenn Hopper
Does Your Financial Brand Practice the Art of Customer Onboarding?
by Audrey Cannata on August 12, 2022
“Financial relationships are spread out more than ever. Some data shows that 50% of consumers use two or more banks.” -J.J. Slygh
Still Struggling to Transform Your Financial Brand? You’re Not Alone.
by Audrey Cannata on August 7, 2022
“The credit union websites that we analyze, you would think there would be just a tremendous amount of work every year to go and look at 50 of them based on any different criteria. The reality is when you look at those websites, maybe 20% have changed year over year.” -Craig McLaughli …
How Competitive Intelligence Gives Financial Brands the Upper Hand
by Audrey Cannata on August 6, 2022
"Competitive intelligence is the practice of using processes to monitor and collect data that provides not only insight but the foresight to bring the future into the present.” -James Robert Lay Competitive intelligence is an often neglected and misunderstood aspect of succeeding in t …
The Internet Cookie Is Crumbling. What’s Next?
by Audrey Cannata on August 5, 2022
"In a cookie-less world, email and mobile numbers have the potential to become the new universally unique identifier when it comes to data collection.” -James Robert Lay The cookie is becoming an internet relic. For years, most financial brands have relied upon cookies to deliver deli …
Niche Banking: The Cure for Financial Stress?
by Audrey Cannata on July 28, 2022
"Through a focus on a niche market, you have the ability to go deep when the vast majority of other brands have historically gone wide in market positioning.” -James Robert Lay
Financial Brands: What's Your Marketing Problem?
by Audrey Cannata on July 28, 2022
"What are we doing? How are we doing it? We call it educate, engage, convert. If we can get you the information in an engaging way, you're going to come to us.” -Bo McDonald