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
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 …
The WISE Approach to the Financial Customer Experience
by Audrey Cannata on May 2, 2022
"When we create great experiences and remarkable experiences, the word remarkable is intentional because it means literally worthy of remark, worthy of talking about.” -Dan Gingiss Did you know two-thirds of all customers can’t remember the last time a brand exceeded their expectation …
Why Some Financial Brands are Bursting With Creativity (and Others Aren’t!)
by Audrey Cannata on April 18, 2022
"Rethinking the way you do things is about identifying problems and coming up with solutions, and that can be done at all levels of an organization.” -Jody Guetter Financial thinkers tend to avoid risk and preserve value at almost all costs. This risk-averse behavior is baked into the …
Getting Your Financial Brand's Digital Foundation in Place
by Audrey Cannata on March 2, 2022
“There’s an opportunity for banks to stop being afraid of outside factors and start embracing how they can take advantage of them.” -Jeffery Kendall The shift towards digital operations began long before the pandemic, but the pandemic did act as a sort of catalyst to advance things fo …
Why Financial Brands Need a Human Touch to Experience Growth
by Audrey Cannata on March 1, 2022
“At the end of the day, the person you’re selling to, the people that you’re serving are humans.” -Joey Coleman Too many brands are quick to eliminate the human element before customers have acclimated to their business. Raising the barrier to exit and making it difficult for customer …
Why Extraordinary Digital Transformation Requires Extraordinary Teamwork for Financial Brands
by Audrey Cannata on September 23, 2021
“What's always lagged is the human teamwork around exponential technology. And I said, ‘You know what I'd like to do? I'd like to create an exponential teamwork concept.” --Dan Sullivan
Digital Transformation: Why Traditional Banks Must Adapt
by Audrey Cannata on August 18, 2021
“Traditional banks tend to push products through channels to get a greater share of wallet and cross-sell. Whereas, digital banks start with the customer journey and need and then build the user experience to be part of a relationship interaction digitally, rather than trying to actua …
Accepting the Unexpected Wrecking Ball in the Boardroom
by Audrey Cannata on July 27, 2021
“One of the things I pocketed away as a lesson that really applied last year was the ability to really disconnect from your perception of reality and embrace agility and change quickly.” -Kirk Drake
Leaving Complacency Behind at Your Financial Brand
by Audrey Cannata on June 18, 2021
“Everyone's goals are different. What everyone does with their money is different. But at the end of the day, we want to be able to give you confidence and security in what you want to do.” - Kara Yaquinta