Driving Digital Sales in Financial Services in 2021: What’s Changed
by James Robert Lay on July 13, 2021
The last sixteen months have introduced so much change and upheaval that only now have those of us in the financial realm had the time to stop, take stock, and see how things are different.
Developing a Sustainable, Competitive Strategy
by Audrey Cannata on July 12, 2021
“Digital is going to have to involve the human element. It absolutely is going to. The better I get at one, the better the other is going to get and vice versa.” - Matt Monge
Clearing the Path to Make Way for Digital Growth
by Audrey Cannata on July 9, 2021
The term “digital growth” can mean many different things to many different people. But no matter the definition that a small bank or credit union takes on, many things can get in the way.
Digital Growth is Not a Marketing Strategy
by James Robert Lay on June 25, 2021
There’s so much talk about digital growth these days, especially in the financial sector and banks and credit unions in particular. But what exactly is digital growth? How do consumer journeys play a role in digital growth, and how can banks maximize their growth and build trust throu …
Channeling Your Digital Growth Strategy in 2021
by James Robert Lay on June 24, 2021
For many banks, credit unions, and other financial institutions, 2020 just felt like we were trying to survive — just trying to get through the year. Because of the COVID-19 pandemic, it was hard for organizations in virtually any industry to make progress towards the plans and goals …
Making the Digital Mindset the Priority
by Audrey Cannata on June 23, 2021
“I had always kind of thought of engagement as more of an emotional connection and an emotional demonstration. Just because you check your account balance 15 times a week does not mean you're engaged.”--Ron Shelvin
Payments UX: Catching Up with Digital Transformation
by Audrey Cannata on June 22, 2021
“It's really taken a catalyst like COVID for a lot of these institutions to take more of an introspective look at their technology.” - Michael Bank
Essential Digital Marketing Trends for Banks and Credit Unions in 2021
by James Robert Lay on June 21, 2021
Let's go back in time to 2020. Who would've ever thought that we would've lived through and experienced what we did in one year’s time? What a century 2020 was for us all.
Leaving Complacency Behind at Your Financial Brand
by Audrey Cannata on June 18, 2021
“Everyone's goals are different. What everyone does with their money is different. But at the end of the day, we want to be able to give you confidence and security in what you want to do.” - Kara Yaquinta
Making It Personal: Creating a Human Digital Experience
by Audrey Cannata on May 21, 2021
“We have to learn how to have meaningful, rich relationships through our social networks and all the technology that we have. - Jay Palter In an age of digital transformation across sectors and industries, one thing we are missing? Human connection.