Does Your Financial Brand Have the Drive for Dramatic Digital Transformation?
by Audrey Cannata on May 10, 2022
"Most businesses today need a dramatic digital transformation in order to continue to be successful.” -Howard Tiersky Even the world’s most beloved brands are at risk of extinction if they don’t evolve. Traditional financial brands face enormous challenges from the digital world, yet …
Keeping 'People, People, People' in Financial Brand Innovation
by Audrey Cannata on May 4, 2022
"There are certain elements that make up a modern, forward-thinking bank culture, and it starts with people, people, people.” -Andrew Witherbee Innovation takes openness and collaboration. For financial brands, this often means making a significant cultural change that welcomes challe …
Does Your Financial Brand’s Data Need Some Spring Cleaning?
by Audrey Cannata on May 3, 2022
"As leaders, it’s about communication and transparency - communicating often and frequently about why you’re changing, what your goals are, and what it means.” -Laura Byers Most financial brands have a treasure trove of data about their customers, but they don’t know how to dig throug …
The WISE Approach to the Financial Customer Experience
by Audrey Cannata on May 2, 2022
"When we create great experiences and remarkable experiences, the word remarkable is intentional because it means literally worthy of remark, worthy of talking about.” -Dan Gingiss Did you know two-thirds of all customers can’t remember the last time a brand exceeded their expectation …
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 …