How to Launch Purpose-Driven Digital Transformation at Your Financial Brand
by Audrey Cannata on April 29, 2022
"Digital transformation is about how you rethink your organization. Re-enable those capabilities to deliver something truly of value.” -Baron Conway Purpose is the most important part of digital transformation. It creates a bold driving force that energizes your teamwork and collabora …
Total Expert: How Financial Institutions Can Tackle Three Critical Innovation Roadblocks
by James Robert Lay on April 28, 2022
James Robert Lay joined Joe Welu on Expert Insights for an exciting conversation on the barriers to innovation in finance. They tackle innovation in financial services and why the topic is more relevant than ever.
The Value of Video in Connecting With Your Customers
by Audrey Cannata on April 28, 2022
"Why in the world would I send a 15-20-minute email when I could create a video in five minutes?” -Marcus Sheridan Are you uncomfortable in front of the camera? So are most people. But face-to-face video calls are the new frontier in forging strong and long-lasting customer connection …
The Rookie: A Hero’s Journey (with Jim Morris)
by James Robert Lay on April 26, 2022
Brief Summary of Episode #188
Transforming Together: Questions About Digital Growth
by James Robert Lay on April 25, 2022
Brief Summary of Episode #187
In-House Marketing: Spring Cleaning Your Data (with Laura Byers)
by James Robert Lay on April 19, 2022
Brief Summary of Episode #186
Relationships: Just Show Up and Be Yourself (with Donnie Boivin)
by James Robert Lay on April 18, 2022
Brief Summary of Episode #185
Why Some Financial Brands are Bursting With Creativity (and Others Aren’t!)
by Audrey Cannata on April 18, 2022
"Rethinking the way you do things is about identifying problems and coming up with solutions, and that can be done at all levels of an organization.” -Jody Guetter Financial thinkers tend to avoid risk and preserve value at almost all costs. This risk-averse behavior is baked into the …
Meet the Empathy Engineers of Financial Wellness
by Audrey Cannata on April 15, 2022
"I don't think the bots are coming to take the jobs. I think the bots are coming to make us superheroes.” -Blair Gatchel Artificial intelligence has gained a reputation as an evil force that threatens to take your job. But some companies are embracing the good side of AI, using techno …
Banking Transformed: Simplifying Bank Marketing in the Age of Complexity
by James Robert Lay on April 14, 2022
Bank marketing has become increasingly complex as data and technology provides the opportunity for instant, personalized engagement. As consumer attention spans shorten, and the world becomes cluttered with noise, bank marketing must adjust accordingly. Choice proliferation and the ex …
Watch Out for the Small Giants of the Financial World
by Audrey Cannata on April 14, 2022
"We’re in challenging times but also the biggest opportunity of our lifetime.” -Patti Mara Remember when big box stores started falling victim to massive online vendors like Amazon? Now both categories - traditional retailers and online giants - are being outwitted by small-but-mighty …
Opening Up the Digital Mailbox: Catching Up With Our Listeners
by James Robert Lay on April 12, 2022
Brief Summary of Episode #184
Connecting Through Cameras: The Visual Sale (with Marcus Sheridan)
by James Robert Lay on April 11, 2022
Brief Summary of Episode #183
It's Time for Financial Brands to Stop Living in the Past
by Audrey Cannata on April 8, 2022
“There’s definition more of an upside potential than a downside drawback to getting comfortable with where things are headed.” -Eric Cook Is your financial brand stuck in the past? If so, there’s probably too much fear and not enough empathy to go around in your organization. Digital …
Building Better Teams at Financial Brands
by Audrey Cannata on April 7, 2022
"Just because we’re changing our tactic does not mean we got it wrong. We’re being responsive.” -John Janclaes Team-building is a key part of adapting to change in the financial industry. When financial brands can build effective teams, they’ve already gone a long way toward embracing …
How to Humanize a Financial Brand and Show You Care
by Audrey Cannata on April 7, 2022
"When we make it really difficult to get ahold of somebody, what the brand is telling me as a customer or member is that I’m not valued.” -Katherine Regnier People work hard for their money and feel intimately connected to it. Too many financial brands ignore this human-money intimacy …
Depositing Ideas in the Innovation Jar (with Jody Guetter)
by James Robert Lay on April 5, 2022
Brief Summary of Episode #182
Banking AI: Humanizing the Exceptional (with Blair Gatchel)
by James Robert Lay on April 5, 2022
Brief Summary of Episode #181
Build Trust Through Community, Not Technology
by Audrey Cannata on April 5, 2022
“Your trust in a product, service, or innovation will succeed or fail based on your relationship to it.” -Ben Pankonin Technology may have changed how we engage with one another, but the purpose remains the same—to connect and have new experiences. We depend on human connection and co …
Creating a More Human-Focused Financial Brand in a Digital Age
by Audrey Cannata on April 4, 2022
“The more we invest in the employee experience, it translates over to better member experience, better digital experiences, and more of a focus on what truly matters, which is the people.” -Tom Novak Brands don’t have a technology problem; they have a people problem. Technology is rea …
Innovation and an Open Mind Is the Key to Success For Financial Brands
by Audrey Cannata on April 1, 2022
“If you're not innovating, you're doing the opposite of innovating, which means you have just a period of time before your company or your idea ceases to exist.” -Matt Maxey You don’t have to be a genius inventor to be innovative and take your brand to the next level. It’s all about s …