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Marketing and Sales Articles for Financial Brands / Purpose

Niche Banking: The Cure for Financial Stress?

"Through a focus on a niche market, you have the ability to go deep when the vast majority of other brands have historically gone wide in market positioning.” -James Robert Lay

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Financial Brands, Are You Banking On Your Communities?

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

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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.” -David Brear

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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 deliver something truly of value.” -Baron Conway Purpose is the most important part of digital transformation. It creates a bold driving force that energizes your teamwork and collabora …

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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 when big box stores started falling victim to massive online vendors like Amazon? Now both categories - traditional retailers and online giants - are being outwitted by small-but-mighty …

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Building Better Teams at Financial Brands

"Just because we’re changing our tactic does not mean we got it wrong. We’re being responsive.” -John Janclaes Team-building is a key part of adapting to change in the financial industry. When financial brands can build effective teams, they’ve already gone a long way toward embracing …

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Building on Your BaaS Strengths

"A symphony of simplicity - that's what we're creating with embedded finance." -Sarah Howell The financial industry is changing at a rapid pace, and any advantage can provide a competitive advantage. What if your biggest advantage came from a new partnership? Partnerships can create e …

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New Community Bank, New Opportunity for Growth

"Mindset is everything." -Kelsey Weaver Building a new community bank requires innovative thinking and a willingness to avoid the complacency that exists in the financial world. James Robert Lay, author of Banking on Digital Growth and founder of the Digital Growth Institute, intervie …

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The Power of Positive Financial Partnerships

"Money has no value without the activities of life." -Allison Netzer A financial partnership shouldn't be taken lightly. If you enter into a new partnership at a point of crisis when you can’t give it your full attention, you’re doing it a disservice. James Robert Lay spoke with two o …

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Why Financial Collaboration Builds a Better Future

"Just because we're changing our tactic does not mean we got it wrong. It means we're being responsive.” - John Janclaes Fear of change is a powerful force that sometimes pulls teams apart, but it doesn’t have to. Some financial brands are harnessing fear and using it for positive pro …

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