The way people and businesses shop for and buy financial services has been altered dramatically since the pandemic. No longer needing to go to a physical location, consumers can do their research, purchasing and ongoing engagement on their phone.

But just because banks and credit unions have enabled consumers to open and use accounts digitally doesn’t mean they will. Growth is not a given … and satisfaction is far from guaranteed.

James Robert Lay joined the Banking Transformed Podcast hosted by Jim Marous to discuss digital sales models and how organizations can multiply results by following a well-defined formula.


Listen to the full podcast here >>>