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James Robert Lay

Posts by James Robert Lay

Why Neo-Banking is a Natural Fit for Freelancers

“I think we're just at the earliest stages of people really monetizing all of their interests and their hobbies and their passions” -Oona Rokyta

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Pursuing Progress, Not Perfection, for Your Financial Brand

“There’s no such thing as a perfect strategy. I think putting people first is extremely important, especially when you talk about digital transformation.” -Cathy Graham

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Why Tiny Habits Make a Big Difference at Financial Brands

“The easier a behavior is to do, the more likely you are to repeat it, and then it'll become a habit. So it's really about starting small. Small is sustainable. Small is repeatable.” -Audrey Cannata

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Voice Banking Means the Future Is More Conversational

Do you have a smart speaker at home? Do you use voice notes to send quick messages to friends and colleagues? If so, you’re part of a major trend toward voice-directed technology.

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Outstanding Onboarding: The Key to Keeping Your Customers Loyal

“Most businesses are structured around acquisition, not the customer experience or retention.” -Audrey Cannata Spending money is about more than just dollars and cents. It involves people’s biggest and most emotional life events, like getting married, having kids, starting a business, …

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Time Out! Your Financial Brand Needs a Coach

“Always tell the truth. I think it can be difficult when you’re working, especially in a professional setting, to have those transparent and honest conversations.” -Audrey Cannata

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The 90-Day Growth Methodology to Achieve Exponential Growth

"How can we best plan for future growth in a world that is unpredictable and full of change?" This is a timely question as financial brands and fintech enter into the "strategic planning season." And to be honest, it's my favorite time of the year. It's the moment we reach the summit …

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A Tech Solution That Eases the Stress and Struggle of Student Loans

"The number one problem facing borrowers is clarity.” -Bobby Matson

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Boring But Beneficial: Digital Risk Management for Financial Brands

"Once you start uncovering and going a little bit deeper, that's when you're going to find the risks that pose challenges to you hitting your objectives.” -Amanda Cohen

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3 Questions You Must Ask About Digital Growth at a Financial Brand

"Remember, digital marketing is simply tactics.” -James Robert Lay

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