Getting WISE to Customer Experience (with Dan Gingiss)
by James Robert Lay on February 28, 2022
Brief Summary of Episode #171
Jack Rants: Live! With James Robert Lay
by James Robert Lay on February 25, 2022
James Robert Lay joined Jack Hubbard to talk all things digital marketing in the financial industry. Key takeaway: always keep the customer in the center of our thoughts.
The Dangers of Becoming Obsolete: Discussing Necessary Risk with Financial Brands (with Joel Swanson)
by James Robert Lay on February 22, 2022
Brief Summary of Episode #170
Appointment Culture: How a Strong Employee Experience Leads to More Conversions (with Nicholas Barnes)
by James Robert Lay on February 21, 2022
Brief Summary of Episode #169
Why Are Most Financial Brands Ignoring Young People?
by Audrey Cannata on February 18, 2022
"Teenagers these days are really different than teenagers even 10 years ago. And the stark difference in terms of their life's experience, their opinions, is really quite remarkable.” -Shari Storm It’s cliched to say that children are the future, but it’s amazing how many financial br …
An Asset That Shouldn't Be an Afterthought: The Financial Calculator
by Audrey Cannata on February 16, 2022
"Where we're headed is a convenience era and people need things to work. They need to be connected and they're willing to sacrifice their data and some of their privacy to make it happen in a personalized way.” -Chase Neinken Would you believe that more than 2 million people go online …
Ditching Automation for the Human Touch in Finance (with Joey Coleman)
by James Robert Lay on February 15, 2022
Brief Summary of Episode #168
Why It’s Time to Give Banking Customers More Control
by Audrey Cannata on February 15, 2022
"Banking on ignorance is not a very viable sales and marketing strategy for businesses today. We’ve got to put customers in a position to make decisions on their own. ” -Marcus Sheridan Banks want more customers but aren’t always willing to give up the level of control it takes for cu …
Why Honesty is Essential in Your Growth Journey (with Delena Dow Lay)
by James Robert Lay on February 14, 2022
Brief Summary of Episode #167
The Bill Pay Revolution Is Finally Here (with Michael Bank)
by James Robert Lay on February 9, 2022
Brief Summary of Episode #166
How Banking Looks from the Outside (with Mary Wisniewski)
by James Robert Lay on February 9, 2022
Brief Summary of Episode #165
Helping & Selling Are Not Mutually Exclusive (with Jim Kapp)
by James Robert Lay on February 4, 2022
Brief Summary of Episode #164
Digital, Not Distant: Building Social Media Bonds in Banking
by Audrey Cannata on February 4, 2022
"Don't feel that even the most inconsequential tidbit of your life doesn't matter to the audience, because you'll be surprised at what resonates with the people on the other end of that screen.” -Eric Cook People want to interact with other people - not just their devices, the interne …
How to Achieve the Human Transformation that Precedes the Digital Transformation (with Tom Novak)
by James Robert Lay on February 2, 2022
Brief Summary of Episode #163