"Conotext” in Digital Marketing: The Paradox of Choice in Digital Channels (with Jim Craig)
by James Robert Lay on October 31, 2022
Brief Summary of Episode #241
From On Hold to On Screen: Multichannel Messaging in the Financial World
by Audrey Cannata on October 27, 2022
“Most banks have an interaction pie that looks like 80% phone calls and 20% live chat.” -Dan Michaeli Financial brands have an exciting opportunity to merge messaging, audio, and video into a seamless multichannel digital customer experience. So why are many financial brands stubbornl …
Story-Selling: Targeting Your Audience Through Decentralized Communication (with Sarah Cooke)
by James Robert Lay on October 25, 2022
Brief Summary of Episode #240
Will Your Credit Union Survive a Mass Extinction Event?
by Audrey Cannata on October 25, 2022
“Credit unions are giving up brand equity by not telling stories in a manner that creates emotional connection so potential members will want them as their primary financial institution.” - Ancin Cooley Almost half of America’s credit unions have disappeared since 2010. It’s a terrify …
Hope is Not a Strategy: Ditching the 90s Operations Model (with Alex Castro)
by James Robert Lay on October 24, 2022
Brief Summary of Episode #239
Strategic Planning: A Prescription for Common People Problems
by James Robert Lay on October 18, 2022
Brief Summary of Episode #238
Financial Therapy: Dispelling the Myths Behind the Money Taboo (with Dr. Megan McCoy)
by James Robert Lay on October 17, 2022
Brief Summary of Episode #237
Eat That Frog! Proactively Defeating Procrastination (with Audrey Cannata)
by James Robert Lay on October 12, 2022
Brief Summary of Episode #236
Customer Driven Leadership: The Accountability Scorecard (with Daniel Hammond)
by James Robert Lay on October 11, 2022
Brief Summary of Episode #235
Why AI is Your Teammate (and Not Your Enemy) at a Financial Brand
by James Robert Lay on October 6, 2022
“I think where anxiety and hesitation come in with AI is in not knowing what it is or what it could be.” -Evan Ryan Over the years, Hollywood and dystopian novels have instilled the idea that artificial intelligence (AI) is here to destroy humanity. But in the real world, AI works as …
Financial Brand Site Analytics: Set It and DON'T Forget It!
by Audrey Cannata on October 6, 2022
“It is taking advantage of the digital medium, but then the next step is actively paying attention to it and seeing how something performs. Now there's a lot of reasons to do that. There's millions and millions of dollars worth of reasons to do that.” -Jeff Sauer Data analysis is alwa …
The Power of a Purpose-Driven Mindset for Banking Transformation
by Audrey Cannata on October 5, 2022
“I think purpose is, by nature, transformational. I think a clear purpose can help people at all levels of the organization.” -Rilla Delorier
How to Think Like a Brand, Not a Bank - Part Two (with Allison Netzer)
by James Robert Lay on October 4, 2022
Brief Summary of Episode #234
How to Think Like a Brand, Not a Bank (with Allison Netzer)
by James Robert Lay on October 3, 2022
Brief Summary of Episode #233