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Marketing and Sales Articles for Financial Brands

Decoding Data: Harnessing the Power of Your Financial Brand's Online Presence

Data, a term that holds various interpretations across different individuals within a financial organization. Often, it seems like a soccer ball, constantly being kicked around but seldom reaching the goal. This is why we are aiming to simplify and clarify the complex world of data fo …

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Transforming Risk & Compliance in the Age of AI

Human connection is at the heart of growth, be it for individuals, teams, or organizations. In a world where we are more digitally connected than ever, do we still have that deep, meaningful human connection? This is an important question that the financial industry needs to address a …

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Unlocking the Digital Growth Engine: A Lesson from Netflix and Kodak

In a recent episode of the podcast, "Banking on Digital Growth", James Robert Lay shared insight into a question raised by Paul, an audience member at one of his recent keynote speeches, who curious about developing what James Robert refers to as a 'Digital Growth Engine'. James Rober …

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Harnessing the Power of Marketing Technologies: Navigating the Exponential Rise of Marketing Technologies

The number of marketing technologies has shot up from a mere 150 in 2011 to an astounding 11,000 today. This growth is a testament to how fast technology is advancing and changing the way we do business. If you're feeling a bit overwhelmed or exhausted by this rapid change, don't worr …

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Embracing the DNA of SMBs: The Future of Community Banking and Credit Unions

In an era of AI and digital transformation, small and medium businesses (SMBs) often get lost in the shuffle of zeros and ones. In reality, every data point and every dollar symbolizes the DNA of an individual or a business, driving their financial growth and prosperity. While the wor …

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Transforming Your Financial Brand's Website: From Glorified Brochure to Sales Powerhouse

Discover the secrets to transforming your financial brand's website from a lackluster online brochure into a dynamic sales engine. Learn from the successes and failures of renowned brands like Toys R Us and Target, and understand the power of mindset and perspective in unlocking your …

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Faith vs. Fear: Insights from Napoleon Hill's "Outwitting the Devil"

In our journeys of growth, be it personal or professional, fear often takes center stage. It's the fear of the unknown, change, failure, or even success that can hold us back. However, transforming these fears into opportunities can propel us towards our goals. I had the chance to sit …

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Transforming the User Experience: Five Steps to Boost Conversions for Your Financial Brand

Whether you're a bank, credit union, or FinTech, your goal is not merely to sell financial products but to offer solutions that address people's problems. Financial products serve as tools to help individuals overcome confusion and complexity and move towards a brighter future. Howeve …

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Harnessing the Power of Collaboration for Exponential Value

"I think the biggest hurdle that we've been overcoming and seeing is helping the industry understand that they don't have to have a one size fits all app that they own and control at all times." - Landon Glenn The era of the standalone institution is waning, replaced by a growing emph …

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Charting Transformation: Navigating Change in the Age of AI

"I'm not saying come in like hammer style and start hammering into 'em because ‘you're the boss’. I'm saying embrace that awkward conversation, try to understand what's getting in the way." - Todd Weiden In our fast-paced, transformative world, individuals are fatigued from the consta …

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