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Featured in the Press and News

The Financial Brand: Cracking the Customer Code: Marrying Emotion and Tech to Maximize ROI

Experts' workshops at The Financial Brand Forum underlined the importance of both understanding what’s behind prospects’ decision making and building a digital pathway for bank marketers to bring them in as customers. LAS VEGAS — For digital marketers, balancing customer behavior, nee …

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The Financial Brand: AI Will Be Critical to Delivering End-to-End Customer Journeys

The Financial Brand Forum Highlight To turn potential leads into paying customers, many banks will need to develop marketing toolkits that combine the latest AI tools, robust customer data and new digital marketing techniques.

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The Financial Brand: Why Banks Are Saying Goodbye To the CMO

One of the major issues facing CMOs is showing the value they bring to their organizations. While the impact of a chief revenue officer or chief financial officer can be easily demonstrated with data points, the value of marketing is much harder to analyze.

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CuneXus Symposium: James Robert Lay on Cultivating Success

Digital growth expert and best-selling author of Banking on Digital Growth James Robert Lay opened the 2023 CuneXus Symposium with valuable advice for any community financial institution interested in thriving in this hyper-competitive environment. He spoke of the need for a “unified …

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The Accidental Leader Podcast: Making Tough Decisions for Life Balance as a Leader

Fear of change is a part of being an accidental leader. And if we're not faced with change and fear, there's probably a problem. James Robert Lay, CEO of Digital Growth Institute joined Bo McDonald for a free flow conversation about the fear of change, letting go of bad habits to grow …

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FinovateFall: James Robert Lay Keynote Session

Check out James Robert Lay's keynote session at FinovateFall: a conference showcase cutting-edge banking and financial technology through a unique blend of short-form demos and key insights from thought-leaders.

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The Financial Brand: How Emotion Drives Customer Loyalty in Banking

No longer driven solely by products and rates, bank loyalty is increasingly tied to the emotional connection that banks create between themselves and those they serve. To make the most of their relationships, financial institutions must demonstrate predictability and honesty, and spea …

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The Art of Allowance: Grow Kids’ Wealth with Non-Monetary Deposits

James Robert Lay joined The Art of Allowance Podcast with John Lanza of The Art of Allowance Project by Snigglezoo to discuss growing kids’ wealth with knowledge deposits.

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The Financial Brand: Top Marketing Challenges for 2023 and How to Overcome Them

Experts foresee four major trends facing financial institution marketers in 2023: budget challenges, rate card changes, digitalized conversational marketing, and hyper-personalized content marketing. Insights into these trends will assist CMOs to manage the impact and seize the opport …

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Total Expert: Accelerate Customer Conference Spotlights Industry Best Practices to Address Shifting Market Conditions

Total Expert, the customer engagement platform purpose-built for modern financial institutions today commenced Accelerate 2022, an annual event highlighting customer experience innovation and the game changers who make it happen. Accelerate brings together Total Expert customers, part …

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