Creating a More Human-Focused Financial Brand in a Digital Age
by Audrey Cannata on April 4, 2022
“The more we invest in the employee experience, it translates over to better member experience, better digital experiences, and more of a focus on what truly matters, which is the people.” -Tom Novak Brands don’t have a technology problem; they have a people problem. Technology is rea …
Why Financial Institutions Should Take a Risk on Fintechs
by Audrey Cannata on March 17, 2022
“The moment you say you’re a fast follower, what you’re really saying is you plan to be behind.” -Joel Swanson Fintechs are a risk that many financial brands won't take. They are comfortable staying in the Cave of Complacency where it familiar and safe. But many fintechs are actually …
The Future of Banking and Collaboration to Improve the Customer Experience
by Audrey Cannata on March 16, 2022
“You have to think like a banker: What is going to be this thing that I can offer that doesn’t necessarily exist—that hook to grab customers?” -Mary Wisniewski The future of banking is now. It’s time to move beyond the bank–fintech feud and find ways to work together to provide someth …
How the Employee Experience and Appointment Culture Play an Integral Role in a Financial Brand's Success
by Audrey Cannata on March 16, 2022
“When the client and improved staff experiences come together, you get much better business outcomes.” -Nicholas Barnes It’s true that when your employees are happy, your customers are happy. And when everyone is happy, and everything is working seamlessly, you can really grow your bu …
What Banks Can Learn From the World's Best Retailers
by Audrey Cannata on March 3, 2022
"Social selling is still selling. It’s just another tool in your toolbox.” -Jody Guetter When banking professionals hear the term “social selling,” they cringe. Somehow it sounds too out-of-bounds for the traditional world of banking. Why is this the case? Jody Guetter, executive vice …
An Asset That Shouldn't Be an Afterthought: The Financial Calculator
by Audrey Cannata on February 16, 2022
"Where we're headed is a convenience era and people need things to work. They need to be connected and they're willing to sacrifice their data and some of their privacy to make it happen in a personalized way.” -Chase Neinken Would you believe that more than 2 million people go online …
Digital, Not Distant: Building Social Media Bonds in Banking
by Audrey Cannata on February 4, 2022
"Don't feel that even the most inconsequential tidbit of your life doesn't matter to the audience, because you'll be surprised at what resonates with the people on the other end of that screen.” -Eric Cook People want to interact with other people - not just their devices, the interne …
Supercharging a Small Business With the Power of Fintech
by Audrey Cannata on December 3, 2021
“If you fail, fail fast, and hopefully, fail a lot.” -Renee Newman
Facing Fear and Exploring the New Frontier of Banking as a Service
by Audrey Cannata on November 24, 2021
“One thing I think a lot of people get wrong: Courage doesn't mean there's an absence of fear. That's not true. There is no absence of fear. In fact, if there is an absence of fear, you're not courageous.” -Nathan Baumeister
Unlocking Digital Transformation Through Business Alignment
by Audrey Cannata on October 8, 2021
“As financial institutions, it really is our responsibility just to be excellent providers, sound guides, just good stewards with the trust these customers are giving us.” --Corey LeBlanc