Audrey Cannata

Content and Community Specialist
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Recent Posts

Transformation Through Automation at Financial Brands

“I don't think that the right thing to do is think about, ‘Oh, look at the cost savings that we're...

Does Your Financial Brand Practice the Art of Customer Onboarding?

“Financial relationships are spread out more than ever. Some data shows that 50% of consumers use...

Still Struggling to Transform Your Financial Brand? You’re Not Alone.

“The credit union websites that we analyze, you would think there would be just a tremendous amount...

How Competitive Intelligence Gives Financial Brands the Upper Hand

"Competitive intelligence is the practice of using processes to monitor and collect data that...

The Internet Cookie Is Crumbling. What’s Next?

"In a cookie-less world, email and mobile numbers have the potential to become the new universally...

Purpose

Niche Banking: The Cure for Financial Stress?

"Through a focus on a niche market, you have the ability to go deep when the vast majority of other...

Process

Financial Brands: What's Your Marketing Problem?

"What are we doing? How are we doing it? We call it educate, engage, convert. If we can get you the...

Purpose

Is the 1% Barrier Limiting 100% Digital Transformation?

"Digital isn’t a channel. It’s not an app. It’s not a website. Digital is an operating model.”...

Pathways

Falling Flat: Why Financial Brands Are Letting Customers Down

"Customer experience is the difference between what customers think will happen and what actually...

Strategy

Bad Habits: The Best Way to Ruin Your Strategic Planning

"If you don’t talk about what you mean by change, then you’re never going to get a shared...

Strategy

The Power of Personal Branding in the Financial World

"What people have learned to value is that the individual person is more important than the overall...