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Marketing and Sales Articles for Financial Brands

Flipping the Legacy Growth Model

When we think of the old way of doing business as a financial brand, traditionally what we see is a model built around the branch, physical world. Envision a pyramid. Three-fifths (at least) of the pyramid is built around the legacy branch, sales, and broadcast marketing model.

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Banking on Digital Growth: A Strategic Marketing Manifesto for Banks and Credit Unions

In May 2019, when I started writing Banking on Digital Growth, my primary goal was to educate and empower financial brand marketing, sales, and leadership teams. I wrote this book to help you. To teach you. To guide you. To transform you. To inspire you. To help you.

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Three Steps to Position Your Financial Institution for the Future with Jon Ogden

“Live your mission, to evolve your culture beyond a legacy mindset, and to invest in technology.” On a recent Banking on Digital Growth podcast, James Robert Lay welcomed Jon Ogden, the head of strategic content at MX, to discuss how financial brands can prepare for the future.

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5-Step Post-COVID Digital Communication Strategy for Banks and Credit Unions

There are a lot of things about the future that are uncertain. The days of promoting and pushing commoditized products are dead. But, at the Digital Growth Institute, there are things that we are certain about. And there is only one way to succeed in sales and marketing in today’s new …

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Humanizing Digital Growth in the Financial Industry

What's your plan? Or better yet, do you have a plan? What's your plan to move forward with courage and confidence to generate 10X more loans and deposits really now in this post-COVID-19 world? 10X. That’s right, 10X. 10X more loans and deposits. Is that even possible? Is it just hype …

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Marketing to Emotions: How to Optimize Your Financial Brand’s Message

The most valuable thing a marketer can do is get into the hearts and minds of their consumers. This is more than using “emotional appeal” as your ad strategy. We’ve seen videos and print ads designed to evoke happiness, sadness, fear, etc. The no-smoking ads and the adopt-a-pet campai …

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Financial Institutions: Facing the Digital Future With Courage and Confidence

Brett King, founder of the neobank Moven, joined James Robert Lay on the Banking on Digital Growth Podcast, to discuss the systematic issues and failure points on how we have adapted to the coronavirus.

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The Consumer Journey Must be at the Heart of Financial Brand’s Digital Growth Strategy

I want to unlock one of the biggest secrets I share in Banking on Digital Growth. Fair warning: this secret might offend some of you as it has other financial brand marketing sales and leadership teams over the years. First, let’s review the basics of storytelling.

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Transforming Financial Brand Communication Strategies in a Socially-Distant Age With Video

Communication, both internally and externally, is core to how your financial brand is perceived by others. But how do you communicate with courage and confidence in a socially-distant world? That's the key here because courage, just like this virus, is contagious.

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How Financial Brands can Build Relationships with Local Businesses in a Digital World

“We have less than a week to catch up with money we lost during the pandemic. We applied for help through various means to no avail. Come have lunch and tell a friend.” - Facebook post from a local burger joint in Richmond, Tx. (August 2020) Over the past few months, like many of you, …

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