Encouraging Wise Investments and Pinpointing Motivating Factors
by Audrey Cannata on May 20, 2021
"One of the comments you often get is, ‘Rich people don't need help with their money. And if you're a young doctor, $150-$200 thousand a year, you're golden. You don't need help.’ And that couldn't be further from the truth. The other comment I heard early on is, ‘But all the banks wa …
Humanizing Digital Growth in the Financial Industry
by James Robert Lay on August 28, 2020
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 …
As a Financial Brand, Focus on Consumer Personas, Not Demographics
by James Robert Lay on July 20, 2020
Financial brands are all about the numbers. So it makes sense that when you want to define and segment your audience, you turn to the hard data of demographics. But demographics are missing something very important: empathy. Let me show you what I mean. I’m going to describe a target …
5 Ways Your Consumer Personas Are Failing Your Financial Brand
by James Robert Lay on July 1, 2020
Do you remember learning to type? Initially, you might have used just two fingers. Then, you switched to using all ten fingers. At first, you probably typed more slowly and made more mistakes than you did with just two fingers. Maybe you even had a moment where you wanted to quit and …