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 …
Commit with Confidence—Even in Unchartered Waters
by Audrey Cannata on May 25, 2024
The exponential growth journey to the Territory of Transformation can be long—and at times, challenging. And even when you’ve made your way to the other side of the Apex of Awareness on Mt. Mutatio and you’ve conquered the Four Fires of Fear it’s essential to remember that exponential …
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 …
Exponential Growth Requires You to CARE
by Audrey Cannata on May 21, 2024
Chances are, you remember exactly where you were when you realized that the COVID-19 pandemic was, well, a pandemic. And that it was about to impact our lives in unimaginable ways. March 11, 2020, I was headed to Toronto for a business trip. On my flight, I watched the World Health Or …
The Financial Brand: Cracking the Customer Code: Marrying Emotion and Tech to Maximize ROI
by James Robert Lay on May 21, 2024
Experts' workshops at The Financial Brand Forum underlined the importance of both understanding what’s behind prospects’ decision making and building a digital pathway for bank marketers to bring them in as customers. LAS VEGAS — For digital marketers, balancing customer behavior, nee …
Climbing the Mountain of Exponential Growth: Ascending the Apex of Awareness
by Audrey Cannata on May 21, 2024
7:30 am. First period. Sixth grade. I walked down the hall of Bonnette Junior High School, viola case in tow, hoping nobody would see me carrying it before I could stash it away in my locker. Though I desperately wanted to play percussion in the school’s marching band (much cooler), m …
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 …