Still Struggling to Transform Your Financial Brand? You’re Not Alone.
by Audrey Cannata on August 7, 2022
“The credit union websites that we analyze, you would think there would be just a tremendous amount of work every year to go and look at 50 of them based on any different criteria. The reality is when you look at those websites, maybe 20% have changed year over year.” -Craig McLaughli …
How Competitive Intelligence Gives Financial Brands the Upper Hand
by Audrey Cannata on August 6, 2022
"Competitive intelligence is the practice of using processes to monitor and collect data that provides not only insight but the foresight to bring the future into the present.” -James Robert Lay Competitive intelligence is an often neglected and misunderstood aspect of succeeding in t …
The Internet Cookie Is Crumbling. What’s Next?
by Audrey Cannata on August 5, 2022
"In a cookie-less world, email and mobile numbers have the potential to become the new universally unique identifier when it comes to data collection.” -James Robert Lay The cookie is becoming an internet relic. For years, most financial brands have relied upon cookies to deliver deli …
Niche Banking: The Cure for Financial Stress?
by Audrey Cannata on July 28, 2022
"Through a focus on a niche market, you have the ability to go deep when the vast majority of other brands have historically gone wide in market positioning.” -James Robert Lay
Financial Brands: What's Your Marketing Problem?
by Audrey Cannata on July 28, 2022
"What are we doing? How are we doing it? We call it educate, engage, convert. If we can get you the information in an engaging way, you're going to come to us.” -Bo McDonald
Time Out! Your Financial Brand Needs a Coach
by James Robert Lay on July 28, 2022
“Always tell the truth. I think it can be difficult when you’re working, especially in a professional setting, to have those transparent and honest conversations.” -Audrey Cannata
The 90-Day Growth Methodology to Achieve Exponential Growth
by James Robert Lay on July 25, 2022
"How can we best plan for future growth in a world that is unpredictable and full of change?" This is a timely question as financial brands and fintech enter into the "strategic planning season." And to be honest, it's my favorite time of the year. It's the moment we reach the summit …
A Tech Solution That Eases the Stress and Struggle of Student Loans
by James Robert Lay on July 6, 2022
"The number one problem facing borrowers is clarity.” -Bobby Matson
Boring But Beneficial: Digital Risk Management for Financial Brands
by James Robert Lay on July 6, 2022
"Once you start uncovering and going a little bit deeper, that's when you're going to find the risks that pose challenges to you hitting your objectives.” -Amanda Cohen
3 Questions You Must Ask About Digital Growth at a Financial Brand
by James Robert Lay on July 5, 2022
"Remember, digital marketing is simply tactics.” -James Robert Lay