A Product Mindset: Going from Legacy to Agile Banking (with Rob Murray)
by James Robert Lay on March 28, 2023
Brief Summary of Episode #284
Starting from Within: The Personal Growth Journey to Digital Transformation (with Jeffery Kendall and Allison Netzer)
by James Robert Lay on March 27, 2023
Brief Summary of Episode #283
Long-Term Data Strategy: Are You Standing Still?
by Audrey Cannata on March 24, 2023
“I want credit unions and financial brands to think about the cost of inaction,” she argued. “The cost of standing still is a defined cost.” -Anne Legg
Data and Analytics: A Personalized Digital Experience Done Right (with Rich Carlton)
by James Robert Lay on March 21, 2023
Brief Summary of Episode #282
Lending Growth: Find the Sweet Spot in Culture and Automation (with Gary Lewis)
by James Robert Lay on March 20, 2023
Brief Summary of Episode #281
Transforming the Digital Landscape: Insights and Opportunities for Financial Institutions
by Audrey Cannata on March 18, 2023
“A banking executive is going to have maybe a very different experience personally than the 73 year old grandma who's a member of that credit union. And the moment you can break that barrier of perception and get them thinking along the lines of the member base of the customer base, t …
Breaking Bad Habits for a Brighter Financial Future
by Audrey Cannata on March 17, 2023
“Define your habits. What is a good habit you want to repeat? What is a bad habit you want to stop?” -Jedidiah Collins Bad financial habits are painfully common. Even Wall Street wizards and business billionaires would probably admit to making at least a few major financial mistakes. …
The Magic in Machine Learning: Augment Your Lending and Compliance Processes (with Tyler Barron)
by James Robert Lay on March 15, 2023
Brief Summary of Episode #280
Happiness Works: The Importance of Narrative Storytelling in the Age of AI (with Angela Moonan)
by James Robert Lay on March 15, 2023
Brief Summary of Episode #279
Direct Mail Marketing: Why the Mailbox is the New Inbox (with Dave Fink)
by James Robert Lay on March 7, 2023
Brief Summary of Episode #278
Embedded Finance and Fintech: Provide a Frictionless Delight (with Joe Keeley)
by James Robert Lay on March 7, 2023
Brief Summary of Episode #277
The Importance of Communication in Innovation: Connecting IQ and EQ
by Audrey Cannata on March 1, 2023
“Entertain the possibility that you might not be doing something that well. It just makes you more open, more receptive to the feedback that you do get, and the idea that maybe there you are learning something, that you should be doing something differently.” -Greg Palmer The pandemic …
Moving Past the Commodity of Price at Your Financial Brand
by Audrey Cannata on March 1, 2023
“We all are emotional beings and we all have brands that we love. That builds long-term revenue when somebody is emotionally connected.” -Martha Bartlett Piland While the rest of the world settles into a post-COVID economic slump, the financial world feels busier than ever. Financial …