Beyond Commoditization: Elevating the Human-Digital Experiences
by James Robert Lay on May 28, 2024
There’s a pressing need for financial brands to maintain individuality while navigating the digital journey and customer experience. To address these challenges, organizations need to utilize behavioral economics to craft meaningful customer experiences and adopt a 'yes and' mindset t …
Leveraging AI: Exponential Growth Strategies for Financial Brands
by James Robert Lay on May 27, 2024
Change can be daunting. In the age of AI, the rapid pace of technological advancements can feel overwhelming, especially for marketing and sales leaders in financial brands. The challenge lies in understanding how to effectively use AI to unlock new growth opportunities while navigati …
Mastering Your Mindset to Achieve Exponential Growth
by James Robert Lay on May 21, 2024
Many individuals and organizations struggle with adaptability and transformation, hindering their growth and success. In this episode of the Banking on Change series, James Robert Lay and Audrey Cannata discuss the challenges of stepping out of comfort zones, the pitfalls of self-limi …
The Inner Economics: Exploring Our Deep Relationship with Money
by James Robert Lay on May 20, 2024
Financial stress and anxiety affects 85% of the population in the United States, influencing health, relationships, and overall well-being. This stress often stems from the burdens of financial expectations and how societal pressures and family narratives can lead individuals to wear …
Banking on Change: Cultivating Digital Relationships for Growth
by James Robert Lay on May 14, 2024
In the digital age, building and maintaining relationships, especially in the financial industry, is challenging. Many people struggle to keep up with the rapid pace of digital transformation, which can feel overwhelming and intimidating.
Wealth Wired Differently: Unpacking Financial Growth for Entrepreneurs
by James Robert Lay on May 13, 2024
Entrepreneurs and financial professionals often struggle with a disconnect in communication and understanding. Financial advice typically follows a conventional path that doesn't align well with the dynamic, unpredictable nature of entrepreneurship. This mismatch can lead to entrepren …
From Legacy to Future: Navigating Digital Growth
by James Robert Lay on May 7, 2024
"How can we effectively guide our long-standing staff, who are accustomed to outdated systems, to embrace the transformative potential of new technology and navigate the overwhelming task of prioritizing digital transformation initiatives amidst limited resources and a multitude of op …
From Secret Shopping to Strategy: Real-Time Learnings for Financial Brands
by James Robert Lay on May 6, 2024
Many financial brands struggle with losing loans and deposits due to not fully understanding the customer's online journey. This lack of insight into the real-time user experience often results in websites that fail to meet potential customers' needs, leading to poor conversion rates …