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The Best Bank and Credit Union Podcast

Time Out! Your Financial Brand Needs a Coach

“Always tell the truth. I think it can be difficult when you’re working, especially in a professional setting, to have those transparent and honest conversations.” -Audrey Cannata

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Niche Banking: The Cure for Financial Stress?

"Through a focus on a niche market, you have the ability to go deep when the vast majority of other brands have historically gone wide in market positioning.” -James Robert Lay

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Financial Brands: What's Your Marketing Problem?

"What are we doing? How are we doing it? We call it educate, engage, convert. If we can get you the information in an engaging way, you're going to come to us.” -Bo McDonald

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Spinning Small Behaviors into Tiny Habits (with Audrey Cannata)

Brief Summary of Episode #214

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The 90-Day Growth Methodology to Achieve Exponential Growth

"How can we best plan for future growth in a world that is unpredictable and full of change?" This is a timely question as financial brands and fintech enter into the "strategic planning season." And to be honest, it's my favorite time of the year. It's the moment we reach the summit …

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Banking as a Service: Optimizing Your Product (with John Dangoia)

Brief Summary of Episode #213

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Bringing People Along Through Purpose-Driven Change (with Frank Chisholm)

Brief Summary of Episode #212

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An Ambassador for the Brand: What’s Next for Digital Marketing? (with Jelaire Grillo)

Brief Summary of Episode #211

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The Exponential Growth Curve of Voice Banking

Brief Summary of Episode #210

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Maximize Your Onboarding and Never Lose a Customer Again (with Audrey Cannata)

Brief Summary of Episode #209

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Rediscovering the Lost Art of Customer Onboarding (with JJ Slygh)

Brief Summary of Episode #208

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A Tech Solution That Eases the Stress and Struggle of Student Loans

"The number one problem facing borrowers is clarity.” -Bobby Matson

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Boring But Beneficial: Digital Risk Management for Financial Brands

"Once you start uncovering and going a little bit deeper, that's when you're going to find the risks that pose challenges to you hitting your objectives.” -Amanda Cohen

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3 Questions You Must Ask About Digital Growth at a Financial Brand

"Remember, digital marketing is simply tactics.” -James Robert Lay

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The Leap From Hunch to Hypothesis Through Automation (with Glenn Hopper)

Brief Summary of Episode #207

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