Leaving the Cave of Complacency (With Kara Yaquinta)
by James Robert Lay on December 22, 2020
Brief Summary of Episode #54
How COVID Is Affecting Digital Transformation
by James Robert Lay on December 21, 2020
Brief Summary of Episode #53
The Power of Narrative and Message in Financial Services
by Audrey Cannata on December 17, 2020
Humanity. It’s one of the most important elements of digital growth but is often left out of the conversation altogether. Simply adopting the latest and greatest marketing and sales technology isn’t enough. The nature of financial services is inherently complex, so connecting with hum …
How to Position Your Financial Brand Beyond Commoditization
by Audrey Cannata on December 16, 2020
When thinking about change and getting others on board with the change, one of the best ways to achieve that is by establishing a digital growth purpose. A purpose-driven growth model can give you a huge strategic advantage in a commoditized market. That's precisely the approach the f …
Wise Investments Just Take the Right Motivation (With Ben Soppitt)
by James Robert Lay on December 15, 2020
Brief Summary of Episode #52
How Financial Brands Can Gain Clarity and Move Beyond the Circle of Chaos
by James Robert Lay on December 15, 2020
Most financial brands are aware that digital is important, but they find themselves stuck in the Circle of Chaos. They are confused and unsure about where to start or what to do next. They may feel frustrated because they have dabbled in digital in some capacity, but they haven’t seen …
Humanizing the Digital Experiences (With Jay Palter)
by James Robert Lay on December 14, 2020
Brief Summary of Episode #51 Relationships drive banking. But financial brands are losing touch with customers. First, we lost touch with the one third of our customers who went online. Then, we lost touch with the other two thirds in our rush to go digital. We need to recapture the h …
Using Your Brain to Change Your Financial Brand for Good
by Audrey Cannata on December 14, 2020
Our brains love the status quo. It's natural to continue on in familiar paths that have worked for us before. This is very true for financial institutions—why change what’s worked in the past? When something shakes up our normal mode of operation, we are out of our element. And, COVID …
The Financial Brand: Digital Growth - Is Your Institution Ready Now?
by James Robert Lay on December 13, 2020
Best-selling author James Robert Lay continues the conversation on critical digital growth strategies for banks and credit unions in the ever-evolving financial landscape. Cornerstone Advisors Senior Director Sam Kilmer and Total Expert Founder and CEO Joe Welu join James Robert Lay t …
The Fintech Times: The COVID-19 Effect
by James Robert Lay on December 13, 2020
The coronavirus is the great catalyst to transform banking for good. It has completely changed our lives forever. And change for many is hard because change feels uncomfortable, not to mention scary, as change forces us to move outside of our comfort zones and leave our caves of compl …
The Commoditization Trap and How Your Financial Institution Can Escape It
by James Robert Lay on December 11, 2020
Financial brands are leading people through this post-COVID world. They are the shining light for others. They are a rock for their communities. Financial brands are helping people navigate the financial chaos that COVID has brought so many, and their future depends on their ability t …
How to Take Advantage of The Great Pause and Transform Your Financial Brand
by Audrey Cannata on December 10, 2020
We never had a time—at least in our lifetimes—where we've been able to stop and assess what we are doing and how we can be doing it better. But now, in 2020, the global coronavirus pandemic has given us that time. This Great Pause has thrust us into one of the four digital growth oper …
How Your Financial Brand Can Generate More Digital Loans and Deposits Without Doing More
by James Robert Lay on December 9, 2020
I am often asked, “What do you suggest is one thing that we should start doing to generate even more digital loans and deposits?" In a general sense, there are many things that you could do to generate more digital loans and deposits.
People and Purpose (With Jonathan Clay)
by James Robert Lay on December 8, 2020
Brief Summary of Episode #50
Three Steps to Prepare for Your Digital Growth Journey
by James Robert Lay on December 8, 2020
When it comes to kicking off a digital growth journey, one of the most common questions I receive is, “What should we focus on first? There are so many things that we could do. Do we just pick something and get started?”
How to Compete With the Big Banks on a Limited Marketing Budget
by James Robert Lay on December 7, 2020
Brief Summary of Episode #49
CUES: Position Beyond Dollars And Cents To Grow Loans And Deposits By Banking On Purpose
by James Robert Lay on December 7, 2020
Develop a purpose statement for your credit union that works to improve members’ health, wealth and happiness.
CUES: Build Trust In A Digital-First World Through StorySelling
by James Robert Lay on December 7, 2020
Make your members the heroes of your credit union’s marketing and not the other way around.
Meaningful Metrics: Tracking Conversions at Your Financial Brand
by James Robert Lay on December 7, 2020
We’ve talked time and again about financial brands getting stuck “doing” digital and not creating space to work in one of the other operating environments: learning, thinking, and reviewing.
Digital-Disruption: What Your Financial Brand Can Learn from the Entertainment Industry
by James Robert Lay on December 4, 2020
Close your eyes for a moment. I want to take you back to the year 2007. What was life like for you back then? In the digital world: YouTube was just a little over two years old, Facebook had just opened up to the public after being a platform that was exclusively limited to college st …
Building a Bigger, Better, and Brighter Future (With Mina Worthington)
by James Robert Lay on December 1, 2020
Brief Summary of Episode #48