Position Products Beyond Bullet Points

With the inherent complexity of money and the vast array of choices available, consumers often feel overwhelmed.

Traditional methods of presenting financial products, laden with bullet points and features, add to this confusion. The challenge is further compounded by the fact that discussing money remains a taboo, leading to negative emotions like confusion, frustration, and overwhelm.

In this course you will learn proven strategies to transform your digital platforms into powerful tools that resonate with consumers, build trust, and drive growth.

“I could go to a lot of conferences, I could be immersed in different educational courses, but the personalized training that James Robert provided really empowered me in my leadership.”

Deborah Lumpkin

Centier Bank

"The University helped me understand how the work that I’m doing affects and connects and intersects with other work streams in the organization."

Karen Murphy

Kindred Credit Union

How to Build Digital Trust

Learn the five pillars of trust: simplicity, content, compassion, connection, and commitment.

How to Help First and Sell Second

Recognize the importance of shifting from a direct marketing approach to one that focuses on educating and assisting consumers.

How to Reduce Cognitive Load

Learn how to simplify product choices to guide customers more effectively towards solutions.

Step 1

Learn for clarity

You start by gaining practical insights you can apply through 90-120 minutes of on-demand video classroom modules where you learn a proven curriculum that guides you every step of the way.

Step 1

Step 2

Think with courage

Next, you begin to think about how to turn the insights you gained into action by writing through guided strategic thinking questions that take no more than 15 minutes to complete.

Step 2

Step 3

Do even better

As you begin to apply your thinking you gain support and accountability in the Digital Growth Insider Community, where you can ask questions, connect with others, and attend Office Hours sessions.

Step 3

Step 4

Review for confidence

You develop a one-page strategic growth action plan framed around your unique situation so you continue to move forward with increased confidence along your journey of growth.

Step 4

Meet Your Advisor

James Robert Lay is one of the world’s leading digital marketing authors, speakers, and advisors for growth-minded brands. As a digital anthropologist, he has studied the intersection of marketing, sales, technology, and human behavior for over twenty years. He is also a 2X best-selling author and host of the Banking on Digital Growth podcast, which is ranked among the top five percent of all podcasts in the world.

James Robert has been named a top global financial services influencer to follow by The Financial Brand, while his insights are frequently featured in outlets such as U.S. News & World Report, Entrepreneur Magazine, Quartz, American Banker, and Credit Union Times, among many others.

Course One

Learn From the Past to Escape the Present

Course Two

Define a Digital Growth Purpose

Course Three

Empathize with Consumer Personas

Still have questions?

This course is ideal for leaders and emerging leaders with a growth mindset. Although no specific background knowledge or experience is necessary, a basic understanding of banking principles and/or marketing is beneficial.

This course offers insights into the latest trends in the financial industry, enhancing your skills in areas such as marketing, sales, and leadership.

Each course consists of 90-120 minutes of on-demand video lessons, followed by 15-30 minutes of strategic thinking to develop a personalized action plan.

Digital Growth Community Members will receive access to Office Hours with your coach, James Robert Lay, plus the ability to chat with a member support specialist.

Yes, the course can be accessed on mobile devices using the web browser.

If you don’t learn anything new from this course that will help you stop losing loans and deposits, we’ll give your money back.

Yes, however you will not receive invitations to Office Hours with James Robert Lay, the ability to chat with a member support specialist, or have access to the content library.

Every student who completes their course receives a certificate of completion. Completing the course means watching all course content and completing the personalized action plan. You can print out the certificate or add it to your LinkedIn profile — and feel free to tag @DigitalGrowthInstitute on LinkedIn when you share it.

With James Robert Lay

Learn how to simplify the complexity of finances.

With the inherent complexity of money and the vast array of choices available, consumers often feel overwhelmed.

This course is perfect for

Marketing Leaders

Sales Leaders

Leadership Teams