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Book a 30-minute Digital Growth Discovery Call

The next best step for growth-minded financial brand marketing and sales leaders ready to stop losing loans and deposits.

What you can expect...

1) Fill out the form to give us some brief information about you, your challenges, and what brought you to schedule your Discovery Call.

2) Schedule your 30-minute Discovery Call for the date and time that works best for you.

3) Receive a calendar invitation confirming your Discovery Call. 

4) You’ll speak with an advisor who has hands-on experience guiding clients through the Banking on Digital Growth Program. 

Step 1 of 2: Who are you?

Does this sound like you?

You feel confused and frustrated because you lack a well-defined digital and AI growth strategy.

You don't know where the gaps and blindspots are in your digital shopping journeys.

You are not sure how many loans and deposits your website is costing you each month.

You know how people shop has changed, but you lack marketing, sales, and leadership alignment.

You are tired of promoting the same commoditized products as everyone else.

You are exhausted trying to prove the value of marketing to other leaders.

If this sounds like you, then you are a good fit for a Digital Growth Discovery Call.

What can I expect to get from my Discovery Call?*

Clarity

Clarity on what you should focus on going forward to level up your future loan and deposit growth.

Courage

A fresh perspective on the beliefs, thoughts, and habits that may be costing you loans and deposits right now.

Commitment

30 minutes of dedicated and focused time to explore future growth opportunities for your team and financial brand.

Confidence

Confidence on whether the Banking on Digital Growth Program could be the “missing link” in getting to your next level.

*Regardless of whether the Banking on Digital Growth Program is the right fit for you, we promise you’ll walk away from your 1:1 Digital Growth Discovery Call with renewed clarity around your biggest goals for growth, the roadblocks standing in your way right now, and specific steps you can take to transform obstacles into opportunities.

 

“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.”
Janelle Herrera
Janelle Herrera
On Tap Credit Union
“What a great company! Their program helped me and my co-workers shatter mindsets that weren't supporting our business or our clients. I'm so grateful for James Robert and Audrey! Their level of knowledge is top notch and they are always leveling up for themselves and the betterment of us all!"
Tiffani Davis
Tiffani Davis
Centier Bank
“James Robert and the team at DGI are the best of the best. They emphasize understanding the minds of the consumer and employee alike. I cannot recommend this team enough. If you want to grow yourself, your team, and your business… look no further than DGI. The key insights on industry trends and feedback on how consumers feel about your brand are invaluable..”
Jonathan Clay
Jonathan Clay
OnPath Credit Union
“This was an eye-opening, fun, and informative experience. Starting this program, I did not think I would learn as much as I did. I know my team would say the same. James Robert and Audrey surely did not disappoint. This program gave us a new perspective on how to help and transform the lives of people that we help in the communities that we serve financially."
Yanna Coleman
Yanna Coleman
Skyla Credit Union
“James Robert and DGI have really helped us better articulate and plan our goals and strategies for our future!"
Chrisanne Christ
Chrisanne Christ
Centier Bank
“Great experience attending the Digital Growth Institute. Very interactive with wonderful practical examples that can be easily applied."
Karen Murphy
Karen Murphy
Kindred Credit Union
“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.”
Lyndsey Delatte
Lyndsey Delatte
OnPath Credit Union

Who are Discovery Calls right for?

Our 1:1 Discovery Calls are ideal for growth-minded financial brand marketing and sales leaders who are:

1

Transform Confusion

Ready to transform the confusion and conflict they --or others on their team-- feel around digital, marketing, and sales into clarity and confidence.

2

Gain Clarity

Not sure how many loans and deposits their website is costing them because of unseen gaps and blindspots.

3

Increase Commitment

Committed to ongoing learning and are open to being coached and held accountable as an individual and a team. 

4

Level Up Confidence

Ready to prove the value of marketing once and for all by increasing alignment between marketing, sales, and leadership teams.

Still have questions?

 

Will the Discovery Call just be another sales pitch?

No sales pitches here. Think of this as just a conversation to get to know each other so that by the end of the call, you are able to answer these three questions:

  1. Can we help you?
  2. Do you want our help?
  3. What are you going to do next?
How much does it cost to work with DGI?

The Discovery Call requires 30-minutes of your time. Should you choose to move forward in the Banking on Digital Growth Program, options begin at $2,995. Even if you choose not to move forward, you are still welcome to become a Digital Growth Community member.

How should I prepare for the Discovery Call?

It's simple: Come with an open heart and mind, ready to have a conversation about your biggest marketing and sales challenge today.

Who will be on the Discovery Call?

You'll have a conversation with an advisor who has hands-on experience guiding clients through the Banking on Digital Growth Program. 

Can I bring someone from my team with me?

Absolutely. You are welcome to invite a key stakeholder to from your marketing, sales, or leadership team to share additional insight and perspective.

What happens after the Discovery Call?

That's entirely up to you...three things can happen:

  1. You choose to take action and join the Banking on Digital Growth Program.
  2. You're not quite ready to move forward with the program, so you become a member of the Digital Growth Community.
  3. You choose not to take any action and keep doing what you have always done.