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
A Strategy for Standing Out in the Crowded World of Fintech
by James Robert Lay on June 24, 2022
"It isn't really a strategy if everyone else would choose to do it, right? That just means it's common sense.” -Jason Henrichs
Financial Brand Lessons From the Real-Life Rookie
by Audrey Cannata on May 11, 2022
"Life is not all easy and it’s not all hard. It’s what we make of it.” -Jim Morris Adversity is a part of life and our failures shouldn’t define us. Too often, people allow their minor stumbles to become full-on obstacles. This is the intriguing topic of a discussion on a recent Banki …
Does Your Financial Brand Have the Drive for Dramatic Digital Transformation?
by Audrey Cannata on May 10, 2022
"Most businesses today need a dramatic digital transformation in order to continue to be successful.” -Howard Tiersky Even the world’s most beloved brands are at risk of extinction if they don’t evolve. Traditional financial brands face enormous challenges from the digital world, yet …
Keeping 'People, People, People' in Financial Brand Innovation
by Audrey Cannata on May 4, 2022
"There are certain elements that make up a modern, forward-thinking bank culture, and it starts with people, people, people.” -Andrew Witherbee Innovation takes openness and collaboration. For financial brands, this often means making a significant cultural change that welcomes challe …
Does Your Financial Brand’s Data Need Some Spring Cleaning?
by Audrey Cannata on May 3, 2022
"As leaders, it’s about communication and transparency - communicating often and frequently about why you’re changing, what your goals are, and what it means.” -Laura Byers Most financial brands have a treasure trove of data about their customers, but they don’t know how to dig throug …
The Value of Video in Connecting With Your Customers
by Audrey Cannata on April 28, 2022
"Why in the world would I send a 15-20-minute email when I could create a video in five minutes?” -Marcus Sheridan Are you uncomfortable in front of the camera? So are most people. But face-to-face video calls are the new frontier in forging strong and long-lasting customer connection …
Meet the Empathy Engineers of Financial Wellness
by Audrey Cannata on April 15, 2022
"I don't think the bots are coming to take the jobs. I think the bots are coming to make us superheroes.” -Blair Gatchel Artificial intelligence has gained a reputation as an evil force that threatens to take your job. But some companies are embracing the good side of AI, using techno …
How to Humanize a Financial Brand and Show You Care
by Audrey Cannata on April 7, 2022
"When we make it really difficult to get ahold of somebody, what the brand is telling me as a customer or member is that I’m not valued.” -Katherine Regnier People work hard for their money and feel intimately connected to it. Too many financial brands ignore this human-money intimacy …
Build Trust Through Community, Not Technology
by Audrey Cannata on April 5, 2022
“Your trust in a product, service, or innovation will succeed or fail based on your relationship to it.” -Ben Pankonin Technology may have changed how we engage with one another, but the purpose remains the same—to connect and have new experiences. We depend on human connection and co …