platforms

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...

Purpose

Financial Brands, Are You Banking On Your Communities?

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

Pathways

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...

Promotion

The Professional Side of Personal Branding

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

Purpose

Is the 1% Barrier Limiting 100% Digital Transformation?

"Digital isn’t a channel. It’s not an app. It’s not a website. Digital is an operating model.” ...

Pathways

Falling Flat: Why Financial Brands Are Letting Customers Down

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

Strategy

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...

Strategy

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...

Promotion

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...

platforms

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...

platforms

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...