Audrey Cannata

Content and Community Specialist
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Recent Posts


Does Your Financial Brand’s Data Need Some Spring Cleaning?

"As leaders, it’s about communication and transparency - communicating often and frequently about...


The WISE Approach to the Financial Customer Experience

"When we create great experiences and remarkable experiences, the word remarkable is intentional...


How to Launch Purpose-Driven Digital Transformation at Your Financial Brand

"Digital transformation is about how you rethink your organization. Re-enable those capabilities to...


The Value of Video in Connecting With Your Customers

"Why in the world would I send a 15-20-minute email when I could create a video in five minutes?”...


Why Some Financial Brands are Bursting With Creativity (and Others Aren’t!)

"Rethinking the way you do things is about identifying problems and coming up with solutions, and...


Meet the Empathy Engineers of Financial Wellness

"I don't think the bots are coming to take the jobs. I think the bots are coming to make us...


Watch Out for the Small Giants of the Financial World

"We’re in challenging times but also the biggest opportunity of our lifetime.” -Patti Mara



It's Time for Financial Brands to Stop Living in the Past

“There’s definition more of an upside potential than a downside drawback to getting comfortable...


Building Better Teams at Financial Brands

"Just because we’re changing our tactic does not mean we got it wrong. We’re being responsive.”...


How to Humanize a Financial Brand and Show You Care

"When we make it really difficult to get ahold of somebody, what the brand is telling me as a...


Build Trust Through Community, Not Technology

“Your trust in a product, service, or innovation will succeed or fail based on your relationship to...