Time Out! Your Financial Brand Needs a Coach
by James Robert Lay on July 28, 2022
“Always tell the truth. I think it can be difficult when you’re working, especially in a professional setting, to have those transparent and honest conversations.” -Audrey Cannata
Adopting Empathy to Help Customers Embrace Financial Education
by Audrey Cannata on March 2, 2022
“We have to get out of this mindset of looking at people as purely transactions. We’re in the business of building relationships.” -Jelaire Grillo For too long people have considered it taboo to openly discuss their financial struggles, but that ends now. Not only should people not hi …
Why Are Most Financial Brands Ignoring Young People?
by Audrey Cannata on February 18, 2022
"Teenagers these days are really different than teenagers even 10 years ago. And the stark difference in terms of their life's experience, their opinions, is really quite remarkable.” -Shari Storm It’s cliched to say that children are the future, but it’s amazing how many financial br …
Payments UX: Catching Up with Digital Transformation
by Audrey Cannata on June 22, 2021
“It's really taken a catalyst like COVID for a lot of these institutions to take more of an introspective look at their technology.” - Michael Bank
4 Things You Should Know About Growth in the Financial Industry Post-COVID
by Audrey Cannata on January 8, 2021
In a post-COVID world, things are changing. Financial institutions are undergoing digital transformation at a rapid rate and customers are expecting a very different experience. The stay-at-home requirements have forced banks and credit unions to rethink their process.
Transforming Financial Brand Communication Strategies in a Socially-Distant Age With Video
by James Robert Lay on August 21, 2020
Communication, both internally and externally, is core to how your financial brand is perceived by others. But how do you communicate with courage and confidence in a socially-distant world? That's the key here because courage, just like this virus, is contagious.
What Can the Music Industry Teach Financial Brands About Digital Growth?
by Audrey Cannata on August 18, 2020
Flashback to the early-90s. Green Day, Mariah Carey, and Janet Jackson are blasting through the boom-box in your room as you try to capture your favorite song in split-second timing on your cassette tape. Fast forward a few years and the revealing of the CD-R allowed consumers to “rip …
4 Gears of the Digital Growth Engine for Financial Brands
by James Robert Lay on July 7, 2020
Eighty-seven percent of bank shopping journeys start online, according to our research at the Digital Growth Institute. So when it comes to creating leads and driving sales for your financial brand, there is no greater opportunity than digital growth. But many financial brands are sti …
8 Ways for Financial Institutions to Achieve Digital Differentiation
by James Robert Lay on July 6, 2020
The average Net Promoter Score for financial brand website shopping experiences is four out of ten, according to an analysis of over 1,200 different digital secret shopping experiences. This isn’t just bad; it’s “bottom of the barrel” bad. A study from Financial Brand found banking we …