James Robert Lay

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Recent Posts

Outstanding Onboarding: The Key to Keeping Your Customers Loyal

“Most businesses are structured around acquisition, not the customer experience or retention.” ...


Time Out! Your Financial Brand Needs a Coach

“Always tell the truth. I think it can be difficult when you’re working, especially in a...


The 90-Day Growth Methodology to Achieve Exponential Growth

"How can we best plan for future growth in a world that is unpredictable and full of change?"



A Tech Solution That Eases the Stress and Struggle of Student Loans

"The number one problem facing borrowers is clarity.”  -Bobby Matson


Boring But Beneficial: Digital Risk Management for Financial Brands

"Once you start uncovering and going a little bit deeper, that's when you're going to find the...


3 Questions You Must Ask About Digital Growth at a Financial Brand

"Remember, digital marketing is simply tactics.”  -James Robert Lay


A Strategy for Standing Out in the Crowded World of Fintech

"It isn't really a strategy if everyone else would choose to do it, right? That just means it's...


Financial Brands, Are You Banking On Your Communities?

"A thriving community is the seedbed for a thriving financial institution.”  -Jeff Marsico


Unimpressive Customer Service vs. The Ultimate Customer Experience

"In the digital space, I like to operate under the umbrella of the persistent pursuit of the...


The Professional Side of Personal Branding

"Personal branding is about building and creating content, and telling your story in a way that’s...


Driving Digital Sales in Financial Services in 2021: What’s Changed

The last sixteen months have introduced so much change and upheaval that only now have those of us...