Why Neo-Banking is a Natural Fit for Freelancers
by James Robert Lay on September 16, 2022
“I think we're just at the earliest stages of people really monetizing all of their interests and their hobbies and their passions” -Oona Rokyta
Pursuing Progress, Not Perfection, for Your Financial Brand
by James Robert Lay on September 13, 2022
“There’s no such thing as a perfect strategy. I think putting people first is extremely important, especially when you talk about digital transformation.” -Cathy Graham
Why Tiny Habits Make a Big Difference at Financial Brands
by James Robert Lay on September 13, 2022
“The easier a behavior is to do, the more likely you are to repeat it, and then it'll become a habit. So it's really about starting small. Small is sustainable. Small is repeatable.” -Audrey Cannata
Banking as a Service and the Paradox of Choice
by Audrey Cannata on September 6, 2022
“Some of our biggest success stories have been when our clients have a great vision and then we can go in and listen carefully and help to enhance that vision, and then go make it a reality.” -John Dangoia Banking as a service is a familiar topic for John Dangoia, the Vice President/H …
Voice Banking Means the Future Is More Conversational
by James Robert Lay on August 30, 2022
Do you have a smart speaker at home? Do you use voice notes to send quick messages to friends and colleagues? If so, you’re part of a major trend toward voice-directed technology.
How Brand Ambassadors Spark Digital Transformation at Financial Brands
by Audrey Cannata on August 30, 2022
“We get so caught up in automation and technology that we forget that there are people driving the business.” -Jelaire Grillo
The Emotional Impact of Transformation at Financial Brands
by Audrey Cannata on August 26, 2022
"We did regular pulse checks to see where our staff and our members were on the change. Were they feeling positive? Were they feeling benign to the change or were they feeling negative?” -Frank Chisholm
Outstanding Onboarding: The Key to Keeping Your Customers Loyal
by James Robert Lay on August 16, 2022
“Most businesses are structured around acquisition, not the customer experience or retention.” -Audrey Cannata Spending money is about more than just dollars and cents. It involves people’s biggest and most emotional life events, like getting married, having kids, starting a business, …
Transformation Through Automation at Financial Brands
by Audrey Cannata on August 16, 2022
“I don't think that the right thing to do is think about, ‘Oh, look at the cost savings that we're going to have out of this,’ because that's shortsighted.” -Glenn Hopper
Does Your Financial Brand Practice the Art of Customer Onboarding?
by Audrey Cannata on August 12, 2022
“Financial relationships are spread out more than ever. Some data shows that 50% of consumers use two or more banks.” -J.J. Slygh