Adopting Empathy to Help Customers Embrace Financial Education
by Audrey Cannata on March 2, 2022
“We have to get out of this mindset of looking at people as purely transactions. We’re in the business of building relationships.” -Jelaire Grillo For too long people have considered it taboo to openly discuss their financial struggles, but that ends now. Not only should people not hi …
Why Financial Brands Need a Human Touch to Experience Growth
by Audrey Cannata on March 1, 2022
“At the end of the day, the person you’re selling to, the people that you’re serving are humans.” -Joey Coleman Too many brands are quick to eliminate the human element before customers have acclimated to their business. Raising the barrier to exit and making it difficult for customer …
Why Are Most Financial Brands Ignoring Young People?
by Audrey Cannata on February 18, 2022
"Teenagers these days are really different than teenagers even 10 years ago. And the stark difference in terms of their life's experience, their opinions, is really quite remarkable.” -Shari Storm It’s cliched to say that children are the future, but it’s amazing how many financial br …
An Asset That Shouldn't Be an Afterthought: The Financial Calculator
by Audrey Cannata on February 16, 2022
"Where we're headed is a convenience era and people need things to work. They need to be connected and they're willing to sacrifice their data and some of their privacy to make it happen in a personalized way.” -Chase Neinken Would you believe that more than 2 million people go online …
Why It’s Time to Give Banking Customers More Control
by Audrey Cannata on February 15, 2022
"Banking on ignorance is not a very viable sales and marketing strategy for businesses today. We’ve got to put customers in a position to make decisions on their own. ” -Marcus Sheridan Banks want more customers but aren’t always willing to give up the level of control it takes for cu …
Digital, Not Distant: Building Social Media Bonds in Banking
by Audrey Cannata on February 4, 2022
"Don't feel that even the most inconsequential tidbit of your life doesn't matter to the audience, because you'll be surprised at what resonates with the people on the other end of that screen.” -Eric Cook People want to interact with other people - not just their devices, the interne …
Building on Your BaaS Strengths
by Audrey Cannata on January 28, 2022
"A symphony of simplicity - that's what we're creating with embedded finance." -Sarah Howell The financial industry is changing at a rapid pace, and any advantage can provide a competitive advantage. What if your biggest advantage came from a new partnership? Partnerships can create e …
New Community Bank, New Opportunity for Growth
by Audrey Cannata on January 28, 2022
"Mindset is everything." -Kelsey Weaver Building a new community bank requires innovative thinking and a willingness to avoid the complacency that exists in the financial world. James Robert Lay, author of Banking on Digital Growth and founder of the Digital Growth Institute, intervie …
The Power of Positive Financial Partnerships
by Audrey Cannata on January 19, 2022
"Money has no value without the activities of life." -Allison Netzer A financial partnership shouldn't be taken lightly. If you enter into a new partnership at a point of crisis when you can’t give it your full attention, you’re doing it a disservice. James Robert Lay spoke with two o …
Why Financial Collaboration Builds a Better Future
by Audrey Cannata on January 14, 2022
"Just because we're changing our tactic does not mean we got it wrong. It means we're being responsive.” - John Janclaes Fear of change is a powerful force that sometimes pulls teams apart, but it doesn’t have to. Some financial brands are harnessing fear and using it for positive pro …