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Get Your Digital Growth Strategy to Eliminate Your Customer Journey Blind Spots

Don’t Let a Lack of Team Alignment Limit Your Loan and Deposit Growth

Get My Digital Growth Strategy Questions? Request a Callback.

You’ve built a new responsive website.

You’re sending more emails and placing digital ads.

Perhaps you’re posting even more content on social media.

The problem is you feel…

Frustrated

You --or others you work with-- did not get the results you had hoped for.

Frustrated

Confused

You know digital growth is important, but you're not too sure about what to do next.
Confused

Overwhelmed

You feel stuck because you can't keep up with all of the changes.
Overwhelmed

But it doesn't have to be this way.
Your Digital Growth Strategy helps you:

Gain clarity by identifying your biggest digital growth gaps.

Increase your team's courage as you learn together.

Elevate your team's commitment with a strategic plan.

Move forward with confidence through ongoing coaching.

Eliminate Your Customer Journey Blind Spots in Less Than 60 Days

Day 1 - 29

Step 1: You Complete the Digital Growth Diagnostic

Following a kickoff call, we identify and prioritize your biggest customer journey blind spots for a key product line through the Digital Growth Diagnostic, which includes:

  • Key Stakeholder Surveys
  • Member/Customer Interviews
  • Buying Journey Gap Analysis
  • Performance Benchmarking
  • Competitive Analysis
  • Technology Vendor Review
  • Digital Marketing Channel Assessment (Ads, Email, Social, Content)
  • Digital Sales Process Review
Day 1 - 29
Day 30

Step 2: We Facilitate Your Team Alignment Workshop

The Team Alignment Workshop brings together a cohort of growth-minded marketing, sales, and leadership team members to eliminate confusion and conflict by getting everyone aligned around your biggest digital growth goals, roadblocks, and opportunities.

This half-day workshop, facilitated by James Robert Lay, ensures everyone is on the same page so everyone can forward along your digital growth journey together. 

Day 30
Day 31

Step 3: You Get Your Digital Growth Strategy

We immediately build on the progress made in your Team Alignment Workshop the very next day. 

The morning session begins with James Robert Lay facilitating 1-on-1 conversations with key stakeholders to gain additional perspective in a private setting around specific roadblocks and opportunities that surfaced during the Team Alignment Workshop. 

In the afternoon, James Robert shares 9-12 practical and concise strategic recommendations, along with an implementation roadmap, that form your Digital Growth Strategy, which is framed around:

  • Performance benchmarking
  • Digital sales opportunities
  • Marketing optimizations
  • Technology recommendations
  • Positioning and communication strategy
  • Performance metrics
  • Structuring roles
  • Future-proofing strategies 
Day 31
Day 32 - 60

Step 4: You Take Action to Apply Your Strategy With Courage and Confidence

Following your Digital Growth Strategy delivery, you immediately gain access to accountability through a remote strategic coaching session that ensures you quickly take action to move forward and make progress along your digital growth journey.

Day 32 - 60

The Bottom Line:

How much is this?

Get a strategic plan that shows you what to do next to level up your loans and deposits for $15,000.

How long will it take?

It takes 60 days to guide you and your team through the Digital Growth Strategy process.

What do I get?

You get a Team Alignment Workshop, a Digital Growth Strategy, and a remote coaching session.

Consumer-focused Digital Growth Strategy ROI

Your consumer-focused Digital Growth Strategy will pay for itself after you acquire 5 - 8 new consumer accounts when you take action and apply the insights you gain.

How long will that this me? With an estimated average lifetime value for retail accounts ranging between $2,000 - $4,00012, how fast you realize and increase your ROI is directly related to how fast you apply the knowledge and insights you gain to stop losing loans and deposits.

1. Forbes 2. Your Data Connect 

James Robert Lay guiding a Digital Growth Blueprint Session.

Business-focused Digital Growth Strategy ROI

Your business-focused Digital Growth Strategy will pay for itself after you acquire 5-7 new business accounts when you take action and apply the insights you gain.

How long will that this me? With an estimated average annual accounting profit of $3,000 - $4,000 per business3, how fast you realize and increase your ROI is directly related to how fast you apply the knowledge and insights you gain to stop losing loans and deposits.

3. Oliver Wyman

James Robert Lay guiding a Team Alignment Workshop.
"By far one of the best companies I have worked with. I've sat in on multiple strategy sessions with James Robert and the insights he provides are so valuable to our financial institution. His team is reliable and very knowledgeable in digital strategy!"
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Lyndsey Delatte
OnPath Credit Union
"DGI has been a wonderful resource for On Tap Credit Union. They exceeded expectations. I knew DGI would be a great resource to help guide on how to generate leads and mitigate digital roadblocks. What I didn't know is that they would help drive a full cultural philosophy, greater brand purpose, process management, and a robust network of solutions."
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Janelle Herrera
On Tap Credit Union
“We had some excellent sessions with JR and Audrey to help align the leadership team for driving digital growth. We've just begun our journey, and the detailed recommendations from the DGI on understanding consumer needs, brand positioning, communicating with consumers, and engaging them through our website and other channels have been incredibly insightful. We are excited to continue our partnership with this outstanding firm!”
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Corbin Wilson
Smart Financial Credit Union

Still have questions?

 

How does the Digital Growth Strategy integrate with existing marketing and sales strategies?

The Digital Growth Strategy is designed to complement and enhance existing digital marketing and sales strategies by providing a structured approach to identifying areas for optimization and future growth.

Is the Team Alignment Workshop customized to fit our specific needs and challenges?

Yes. The discussion is framed around your unique situation to surface, identify, and prioritize your biggest goals, roadblocks, and opportunities moving forward. We then use this insight to facilitate your Digital Growth Strategy.

Who should attend the Team Alignment Workshop?

The Team Alignment Workshop includes up to 10 seats, bringing together a mix of marketing, sales, and leadership key stakeholders. Prior to the workshop, your team lead will meet with a DGI Advisor to discuss and finalize the attendee list.

What does my Digital Growth Strategy include?

Your Digital Growth Strategy is delivered via a one-day facilitated workshop. You take good notes to gain objective insight into your unique situation, which are further supported by 9-12 practical and concise strategic recommendations along with an implementation roadmap. The insights and recommendations you gain are framed around:

-Performance benchmarking
-Lead generation opportunities
-Marketing and sales technology recommendations
-Positioning and communication strategy
-Measuring performance
-Structuring roles
-Future-proofing strategies 

How is the Digital Growth Strategy customized to our specific needs?

The findings and recommendations for your Digital Growth Strategy are framed around your specific goals, roadblocks, and opportunities identified during the Team Alignment Workshop.

Can we see an example of a Digital Growth Strategy you did for another organization?

We do not share the strategies we've developed for other organizations for confidentiality reasons. Furthermore, every Digital Growth Strategy is specific to an organization's unique situation. 

What kind of preparation do we need to undertake during the Digital Growth Diagnostic process?

Your team lead will participate in a one-hour strategy kickoff session with a DGI advisor while investing approximately one-hour to complete their Digital Growth Diagnostic Survey. Each attendee for the Team Alignment Workshop will need to invest around 10-15 minutes to complete the Digital Growth Benchmark Assessment.

What information do we provide, and how is data privacy handled, during the Digital Growth Diagnostic?

We do not need any PII data and as our diagnostic focuses on performance data for the following channels: your website, online/mobile banking, online account opening, in-branch account opening, digital ads, email marketing, and social media. 

Who should attend the Digital Growth Strategy Delivery?

The Digital Growth Strategy Delivery includes 6-8 seats for key stakeholders who will work to apply the strategy to eliminate customer journey blind spots for a key product line. Prior to the delivery, your team lead will meet with a DGI Advisor to discuss and finalize the attendee list.

What kind of follow-up support or services are offered after the delivery of our Digital Growth Strategy?

Once you and your team receive the Digital Growth Strategy, you will have the opportunity to continue to Step 3 in the Banking on Digital Growth Program: Apply and Optimize Your Strategy. It is here you and your team will continue to gain accountability and guidance through 1:1 coaching sessions, team workshops, and access to the Digital Growth University. 

Will the Team Alignment Workshop and Digital Growth Strategy be delivered on-site or remote?

The Team Alignment Workshop and Digital Growth Strategy will be delivered onsite. Your team lead will work with a DGI Advisor to coordinate A/V needs. You also have the option to 
travel to our office in Houston as well for both the Team Alignment Workshop and Digital Growth Strategy. 

How much is travel and what does the additional cost for travel cover?

Travel for both the onsite Team Alignment Workshop and Digital Growth Blueprint is a flat $3,000. This includes airfare for the facilitator, plus one night lodging, and ground transportation.

Ready to increase your team's alignment and confidence?