Breaking the Bank: Standing Out in FinTech (with Jason Henrichs)
by James Robert Lay on May 31, 2022
Brief Summary of Episode #198
Banking on Your Community in a Digital World (with Jeff Marsico)
by James Robert Lay on May 31, 2022
Brief Summary of Episode #197
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.
Bad Habits: The Best Way to Ruin Your Strategic Planning
by Audrey Cannata on May 27, 2022
"If you don’t talk about what you mean by change, then you’re never going to get a shared understanding of change.” -Todd Feldman
The Power of Personal Branding in the Financial World
by Audrey Cannata on May 26, 2022
"What people have learned to value is that the individual person is more important than the overall brand.” -Donnie Boivin
Social Media for Financial Brands, It's All About Engagement
by Audrey Cannata on May 25, 2022
"Social media now is about engagement. If there is no engagement, then you have no social media presence.” -Liz McIntyre
The Seismic Shift in Personal Branding (with Kyle Lacy)
by James Robert Lay on May 24, 2022
Brief Summary of Episode #196
Chasing the Ultimate Customer Experience (with Todd Treadway)
by James Robert Lay on May 23, 2022
Brief Summary of Episode #195
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.
Filling the Gap in Your Digital Growth (with Audrey Cannata)
by James Robert Lay on May 17, 2022
Brief Summary of Episode #194
When Expecting an Experience Falls Flat (with Jay Baer)
by James Robert Lay on May 17, 2022
Brief Summary of Episode #193
The 1% Barrier in Digital Transformation (with David Brear)
by James Robert Lay on May 11, 2022
Brief Summary of Episode #192
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 …
Financial Brand Lessons From the Real-Life Rookie
by Audrey Cannata on May 11, 2022
"Life is not all easy and it’s not all hard. It’s what we make of it.” -Jim Morris Adversity is a part of life and our failures shouldn’t define us. Too often, people allow their minor stumbles to become full-on obstacles. This is the intriguing topic of a discussion on a recent Banki …
Making Emotional Deposits Thru Social Media (with Liz McIntyre)
by James Robert Lay on May 10, 2022
Brief Summary of Episode #191
The Financial Brand: 4 Essentials for a Successful Digital Niche Banking Strategy
by James Robert Lay on May 10, 2022
In stark contrast to the traditional approach to banking — geographic market focus and undifferentiated products — there is now a niche market for nearly every business and demographic. To capitalize on the opportunity, banks must find the right segment, features and technology to suc …
Does Your Financial Brand Have the Drive for Dramatic Digital Transformation?
by Audrey Cannata on May 10, 2022
"Most businesses today need a dramatic digital transformation in order to continue to be successful.” -Howard Tiersky Even the world’s most beloved brands are at risk of extinction if they don’t evolve. Traditional financial brands face enormous challenges from the digital world, yet …
Tackling Risk Management Head-On (with Amanda Cohen)
by James Robert Lay on May 4, 2022
Brief Summary of Episode #190
Keeping 'People, People, People' in Financial Brand Innovation
by Audrey Cannata on May 4, 2022
"There are certain elements that make up a modern, forward-thinking bank culture, and it starts with people, people, people.” -Andrew Witherbee Innovation takes openness and collaboration. For financial brands, this often means making a significant cultural change that welcomes challe …
Does Your Financial Brand’s Data Need Some Spring Cleaning?
by Audrey Cannata on May 3, 2022
"As leaders, it’s about communication and transparency - communicating often and frequently about why you’re changing, what your goals are, and what it means.” -Laura Byers Most financial brands have a treasure trove of data about their customers, but they don’t know how to dig throug …
Breaking the Bad Habits of Strategic Planning (with Todd Feldman)
by James Robert Lay on May 2, 2022
Brief Summary of Episode #189
The WISE Approach to the Financial Customer Experience
by Audrey Cannata on May 2, 2022
"When we create great experiences and remarkable experiences, the word remarkable is intentional because it means literally worthy of remark, worthy of talking about.” -Dan Gingiss Did you know two-thirds of all customers can’t remember the last time a brand exceeded their expectation …