Customer Loyalty in Finance: Keeping Score with Apex (with Marc Whitehead and Nick Bond)
by James Robert Lay on September 27, 2022
Brief Summary of Episode #232
Fighting Off Financial Stress with the One-Number Budget (with John Crane)
by James Robert Lay on September 26, 2022
Brief Summary of Episode #231
The Four Agreements: Transforming Behavior in a Financial Environment (with Audrey Cannata)
by James Robert Lay on September 20, 2022
Brief Summary of Episode #230
Compliance Question: Is Your Fine Print Ruining the Customer Experience?
by Audrey Cannata on September 20, 2022
“What is the reason for customers having friction with the online account opening process? It’s not a streamlined process. It is very cumbersome and not user-friendly.” -Jordan Ennest
Viewing Open Banking Through a Lens of Abundance (with Anne Legg and Jane Barratt)
by James Robert Lay on September 19, 2022
Brief Summary of Episode #229
Why Video is Vital to Building Customer Connections
by Audrey Cannata on September 19, 2022
“Video is just the most human experience you can deliver when you're forced to operate digitally and virtually.” -Ethan Beute
Why Neo-Banking is a Natural Fit for Freelancers
by James Robert Lay on September 16, 2022
“I think we're just at the earliest stages of people really monetizing all of their interests and their hobbies and their passions” -Oona Rokyta
The Good Entrepreneur’s Take on Leadership and Coaching (with Nick Kennedy)
by James Robert Lay on September 13, 2022
Brief Summary of Episode #228
Why Tiny Habits Make a Big Difference at Financial Brands
by James Robert Lay on September 13, 2022
“The easier a behavior is to do, the more likely you are to repeat it, and then it'll become a habit. So it's really about starting small. Small is sustainable. Small is repeatable.” -Audrey Cannata
Pursuing Progress, Not Perfection, for Your Financial Brand
by James Robert Lay on September 13, 2022
“There’s no such thing as a perfect strategy. I think putting people first is extremely important, especially when you talk about digital transformation.” -Cathy Graham
Invest in Young Account Holders to Give Them a Reason to Be Loyal (with Mart Vos)
by James Robert Lay on September 12, 2022
Brief Summary of Episode #227
Honoring the Unknown: Insights from an FCU President (with Devon Lyon)
by James Robert Lay on September 7, 2022
Brief Summary of Episode #226
Unlocking the Brain: Behavioral Science in Marketing (with Nancy Harhut)
by James Robert Lay on September 6, 2022
Brief Summary of Episode #225
Banking as a Service and the Paradox of Choice
by Audrey Cannata on September 6, 2022
“Some of our biggest success stories have been when our clients have a great vision and then we can go in and listen carefully and help to enhance that vision, and then go make it a reality.” -John Dangoia Banking as a service is a familiar topic for John Dangoia, the Vice President/H …