Audrey Cannata

Content and Community Specialist
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Recent Posts

platforms

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

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

Process

The WISE Approach to the Financial Customer Experience

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

Purpose

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...

platforms

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?”...

Process

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...

platforms

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...

Purpose

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

Remember...

Strategy

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...

Purpose

Building Better Teams at Financial Brands

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

platforms

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...

platforms

Build Trust Through Community, Not Technology

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