How to Launch Purpose-Driven Digital Transformation at Your Financial Brand
by Audrey Cannata on April 29, 2022
"Digital transformation is about how you rethink your organization. Re-enable those capabilities to deliver something truly of value.” -Baron Conway Purpose is the most important part of digital transformation. It creates a bold driving force that energizes your teamwork and collabora …
The Value of Video in Connecting With Your Customers
by Audrey Cannata on April 28, 2022
"Why in the world would I send a 15-20-minute email when I could create a video in five minutes?” -Marcus Sheridan Are you uncomfortable in front of the camera? So are most people. But face-to-face video calls are the new frontier in forging strong and long-lasting customer connection …
Why Some Financial Brands are Bursting With Creativity (and Others Aren’t!)
by Audrey Cannata on April 18, 2022
"Rethinking the way you do things is about identifying problems and coming up with solutions, and that can be done at all levels of an organization.” -Jody Guetter Financial thinkers tend to avoid risk and preserve value at almost all costs. This risk-averse behavior is baked into the …
Meet the Empathy Engineers of Financial Wellness
by Audrey Cannata on April 15, 2022
"I don't think the bots are coming to take the jobs. I think the bots are coming to make us superheroes.” -Blair Gatchel Artificial intelligence has gained a reputation as an evil force that threatens to take your job. But some companies are embracing the good side of AI, using techno …
Watch Out for the Small Giants of the Financial World
by Audrey Cannata on April 14, 2022
"We’re in challenging times but also the biggest opportunity of our lifetime.” -Patti Mara Remember when big box stores started falling victim to massive online vendors like Amazon? Now both categories - traditional retailers and online giants - are being outwitted by small-but-mighty …
It's Time for Financial Brands to Stop Living in the Past
by Audrey Cannata on April 8, 2022
“There’s definition more of an upside potential than a downside drawback to getting comfortable with where things are headed.” -Eric Cook Is your financial brand stuck in the past? If so, there’s probably too much fear and not enough empathy to go around in your organization. Digital …
Building Better Teams at Financial Brands
by Audrey Cannata on April 7, 2022
"Just because we’re changing our tactic does not mean we got it wrong. We’re being responsive.” -John Janclaes Team-building is a key part of adapting to change in the financial industry. When financial brands can build effective teams, they’ve already gone a long way toward embracing …
How to Humanize a Financial Brand and Show You Care
by Audrey Cannata on April 7, 2022
"When we make it really difficult to get ahold of somebody, what the brand is telling me as a customer or member is that I’m not valued.” -Katherine Regnier People work hard for their money and feel intimately connected to it. Too many financial brands ignore this human-money intimacy …
Build Trust Through Community, Not Technology
by Audrey Cannata on April 5, 2022
“Your trust in a product, service, or innovation will succeed or fail based on your relationship to it.” -Ben Pankonin Technology may have changed how we engage with one another, but the purpose remains the same—to connect and have new experiences. We depend on human connection and co …
Creating a More Human-Focused Financial Brand in a Digital Age
by Audrey Cannata on April 4, 2022
“The more we invest in the employee experience, it translates over to better member experience, better digital experiences, and more of a focus on what truly matters, which is the people.” -Tom Novak Brands don’t have a technology problem; they have a people problem. Technology is rea …