Digital Onboarding: You Can’t Fix a Problem You Can’t Measure (with Laurie McLachlan)
by James Robert Lay on February 28, 2023
Brief Summary of Episode #276
Why Community Financial Brands Are Falling Behind: The Danger of the Status Quo (with Gabe Krajicek)
by James Robert Lay on February 27, 2023
Brief Summary of Episode #275
It’s Not the 90s Anymore! New Operations Models for Financial Brands
by James Robert Lay on February 22, 2023
“We are behaving in 1994 models of operating while thinking in 2020s strategy.” -Alex Castro
Tips From a Fraud Investigator: Financial Empowerment During Divorce
by James Robert Lay on February 22, 2023
“I wanted to offer resources to help reassure, empower, and provide a framework through which someone can tackle something that seems insurmountable.” -Tracy Coenen Money is a leading cause of marital trouble in the U.S., so it’s common for people to have financial friction during div …
Finding the Cure for Workaholism — Personal Transformation From the Inside Out (with Peggy Van de Plassche)
by James Robert Lay on February 21, 2023
Brief Summary of Episode #270
Brands Sell, People Tell: Why Your Audience Craves Influencer Marketing (with Alana Levine)
by James Robert Lay on February 20, 2023
Brief Summary of Episode #273
No-Fail Communication: Getting Comfortable With Digital Dialogues (with Audrey Cannata)
by James Robert Lay on February 14, 2023
Brief Summary of Episode #272
The Big Lie: Financial Inclusion in a Digital Platform Economy (with Emmanuel Daniel)
by James Robert Lay on February 14, 2023
Brief Summary of Episode #271
Strategic Storytelling: Intentional Communication in Marketing
by James Robert Lay on February 9, 2023
“You don’t walk up to somebody and say, ‘Will you marry me?’ You say, ‘Hello.’ You introduce yourself.” -Sarah Cooke
The Human Narrative in Technology: A Digital-Traditional Collaboration (with Maurice Lisi)
by James Robert Lay on February 8, 2023
Brief Summary of Episode #270
Q&A: Open Strategy at Financial Brands
by Audrey Cannata on February 8, 2023
"Open strategy invites minds from outside leadership to be part of the strategic planning process, including frontline staff and account holders.” -James Robert Lay Imagine asking your front desk workers to share their thoughts directly with the CEO. Picture inviting your customers in …
Give Them the Why: The New Age of Millennial Leadership in Finance (with Garick Giroir)
by James Robert Lay on February 6, 2023
Brief Summary of Episode #269
FinovateFall: James Robert Lay Keynote Session
by James Robert Lay on February 1, 2023
Check out James Robert Lay's keynote session at FinovateFall: a conference showcase cutting-edge banking and financial technology through a unique blend of short-form demos and key insights from thought-leaders.
Money and Mental Health: Do Your Customers Need Financial Therapy?
by James Robert Lay on February 1, 2023
“Not only do we not have the skills from not having practiced for our money, we are then conditioned to think every financial conversation has to be negative when it should be the opposite.” -Dr. Megan McCoy