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The Best Bank and Credit Union Podcast

The Year of Small Giants: Valuing Organizational Excellence over Scale (with Patti Mara)

Brief Summary of Episode #180

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How to Teach Kids Sound Financial Habits (with Chad Willardson)

Brief Summary of Episode #179

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A Guide to Becoming Digitally Driven (with Howard Tiersky)

Brief Summary of Episode #178

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Digital Transformation Begins with Purpose (with Baron Conway)

Brief Summary of Episode #177

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Why Financial Institutions Should Take a Risk on Fintechs

“The moment you say you’re a fast follower, what you’re really saying is you plan to be behind.” -Joel Swanson Fintechs are a risk that many financial brands won't take. They are comfortable staying in the Cave of Complacency where it familiar and safe. But many fintechs are actually …

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The Future of Banking and Collaboration to Improve the Customer Experience

“You have to think like a banker: What is going to be this thing that I can offer that doesn’t necessarily exist—that hook to grab customers?” -Mary Wisniewski The future of banking is now. It’s time to move beyond the bank–fintech feud and find ways to work together to provide someth …

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How the Employee Experience and Appointment Culture Play an Integral Role in a Financial Brand's Success

“When the client and improved staff experiences come together, you get much better business outcomes.” -Nicholas Barnes It’s true that when your employees are happy, your customers are happy. And when everyone is happy, and everything is working seamlessly, you can really grow your bu …

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Behind the Scenes of the Digital Growth Institute (with Delena Dow Lay)

Brief Summary of Episode #176

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From Impressed to Obsessed: Why You Need to Invest in Customer Experience (with Jon Picoult)

Brief Summary of Episode #175

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The Financial Brand: Driving Digital Sales in Financial Services

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 unio …

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Innovation: Common Ground for Financial Brands & Fintechs (with Andrew Witherbee)

Brief Summary of Episode #174

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Why We Need to Ditch Exclusivity Clauses (with Jeffery Kendall)

Brief Summary of Episode #173

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We All Love No Hassle: How to Entice Millennials and Gen Z (with Doug Brown)

Brief Summary of Episode #172

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What Banks Can Learn From the World's Best Retailers

"Social selling is still selling. It’s just another tool in your toolbox.” -Jody Guetter When banking professionals hear the term “social selling,” they cringe. Somehow it sounds too out-of-bounds for the traditional world of banking. Why is this the case? Jody Guetter, executive vice …

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Getting Your Financial Brand's Digital Foundation in Place

“There’s an opportunity for banks to stop being afraid of outside factors and start embracing how they can take advantage of them.” -Jeffery Kendall The shift towards digital operations began long before the pandemic, but the pandemic did act as a sort of catalyst to advance things fo …

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Adopting Empathy to Help Customers Embrace Financial Education

“We have to get out of this mindset of looking at people as purely transactions. We’re in the business of building relationships.” -Jelaire Grillo For too long people have considered it taboo to openly discuss their financial struggles, but that ends now. Not only should people not hi …

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Why Financial Brands Need a Human Touch to Experience Growth

“At the end of the day, the person you’re selling to, the people that you’re serving are humans.” -Joey Coleman Too many brands are quick to eliminate the human element before customers have acclimated to their business. Raising the barrier to exit and making it difficult for customer …

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