Audrey Cannata

Content and Community Specialist
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Recent Posts


How the Employee Experience and Appointment Culture Play an Integral Role in a Financial Brand's Success

When the client and improved staff experiences come together, you get much better business...


What Banks Can Learn From the World's Best Retailers

"Social selling is still selling. It’s just another tool in your toolbox.” -Jody Guetter



Getting Your Financial Brand's Digital Foundation in Place

“There’s an opportunity for banks to stop being afraid of outside factors and start embracing how...


Adopting Empathy to Help Customers Embrace Financial Education

“We have to get out of this mindset of looking at people as purely transactions. We’re in the...


Why Financial Brands Need a Human Touch to Experience Growth

“At the end of the day, the person you’re selling to, the people that you’re serving are humans.”...


Why Are Most Financial Brands Ignoring Young People?

"Teenagers these days are really different than teenagers even 10 years ago. And the stark...


An Asset That Shouldn't Be an Afterthought: The Financial Calculator

"Where we're headed is a convenience era and people need things to work. They need to be connected...


Why It’s Time to Give Banking Customers More Control

"Banking on ignorance is not a very viable sales and marketing strategy for businesses today. We’ve...


Digital, Not Distant: Building Social Media Bonds in Banking

"Don't feel that even the most inconsequential tidbit of your life doesn't matter to the audience,...


Building on Your BaaS Strengths

"A symphony of simplicity - that's what we're creating with embedded finance." -Sarah Howell



New Community Bank, New Opportunity for Growth

"Mindset is everything." -Kelsey Weaver

Building a new community bank requires innovative thinking...