The Financial Brand: Cracking the Customer Code: Marrying Emotion and Tech to Maximize ROI
by James Robert Lay on May 21, 2024
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 …
The Financial Brand: AI Will Be Critical to Delivering End-to-End Customer Journeys
by James Robert Lay on March 5, 2024
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.
The Financial Brand: Why Banks Are Saying Goodbye To the CMO
by James Robert Lay on March 5, 2024
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.
CuneXus Symposium: James Robert Lay on Cultivating Success
by James Robert Lay on July 25, 2023
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 …
The Financial Brand: How Emotion Drives Customer Loyalty in Banking
by James Robert Lay on January 27, 2023
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 …
The Financial Brand: Top Marketing Challenges for 2023 and How to Overcome Them
by James Robert Lay on November 18, 2022
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 …
Total Expert: Accelerate Customer Conference Spotlights Industry Best Practices to Address Shifting Market Conditions
by James Robert Lay on June 16, 2022
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 …
The Financial Brand: How Banks Can Improve Digital Marketing by Using Their Own Data
by James Robert Lay on May 27, 2022
New policies from Apple, Google and others are cutting the flow of third-party data banks and credit unions use in their digital marketing. Maximizing use of 'first-party' data has become essential. However, the change could bring benefits that exceed what is being lost.
The Financial Brand: 5 Ways Bank Marketers Can Simplify Strategy and Kill Complexity
by James Robert Lay on May 23, 2022
Financial marketing has become mind-numbingly complex as data and technology innovations show no signs of slowing. The impact of artificial intelligence alone is daunting. Key strategic and tactical suggestions will help cut through the chaos.
The Financial Brand: 4 Ways Banks Can Use Google Alerts & Social Monitoring to Drive Growth
by James Robert Lay on May 11, 2022
The endless flow of information on social media, blog posts and news sites provides invaluable intelligence for bank marketers about their own institution and competitors. However, the insights can be hard to extract. Google Alerts and social monitoring tools help marketers to mine th …