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 …
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 …