Audrey Cannata

Content and Community Specialist
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Recent Posts


Falling Flat: Why Financial Brands Are Letting Customers Down

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


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...


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...


Social Media for Financial Brands, It's All About Engagement

"Social media now is about engagement. If there is no engagement, then you have no social media...


Financial Brand Lessons From the Real-Life Rookie

"Life is not all easy and it’s not all hard. It’s what we make of it.” -Jim Morris

Adversity is a...


Does Your Financial Brand Have the Drive for Dramatic Digital Transformation?

"Most businesses today need a dramatic digital transformation in order to continue to be...


Keeping 'People, People, People' in Financial Brand Innovation

"There are certain elements that make up a modern, forward-thinking bank culture, and it starts...


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?”...