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Marketing and Sales Articles for Financial Brands / Pathways

Unimpressive Customer Service vs. The Ultimate Customer Experience

"In the digital space, I like to operate under the umbrella of the persistent pursuit of the ultimate customer experience.” -Todd Treadway

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Falling Flat: Why Financial Brands Are Letting Customers Down

"Customer experience is the difference between what customers think will happen and what actually happens.” -Jay Baer

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Why It’s Time to Give Banking Customers More Control

"Banking on ignorance is not a very viable sales and marketing strategy for businesses today. We’ve got to put customers in a position to make decisions on their own. ” -Marcus Sheridan Banks want more customers but aren’t always willing to give up the level of control it takes for cu …

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Building Your Brand From the Boring Middle

“If you don't take care of the stuff you're doing to build a great product and you don't figure out a way to nurture, build, grow, get feedback, iterate, and tie all that together in the middle ... You're not going to win.” -Chris Snyder

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Optimizing the Consumer Experience: Facing Your Fears

“Every interaction that a customer has with a brand is an opportunity to build trust or erode trust.” – Sue Woodard The past year has required many people to face their fears, both personally and professionally. For adventurers like Sue Woodard, this might not have been too much of a …

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The Power of Narrative and Message in Financial Services

Humanity. It’s one of the most important elements of digital growth but is often left out of the conversation altogether. Simply adopting the latest and greatest marketing and sales technology isn’t enough. The nature of financial services is inherently complex, so connecting with hum …

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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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The BANCER Strategy Circle for Financial Brands: Using the Consumer Journey to Optimize Sales

Eighty-four percent of financial brands have not mapped out digital consumer journeys, according to our research at the Digital Growth Institute. Why is this such a problem? If you don’t have a digital consumer journey mapped out, just think what it means for the person on the other e …

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