Unlocking Digital Growth: Bridging the Gap Between Data and Action
by James Robert Lay on October 9, 2024
In today's episode of the Exponential Insights series we discuss a significant issue faced by financial institutions: the loss of loans and deposits via their websites. Despite the clear advantages, many credit unions and banks struggle with the digital transformation needed to optimi …
Reducing Friction: Optimizing the Loan Application Experience
by James Robert Lay on October 8, 2024
This episode of the Practical Perspective series dives into the hidden gaps and friction points in financial brand customer journeys that lead to loss of potential loans and deposits. James Robert Lay, along with Audrey Cannata, share insights from a recent website secret shopping stu …
Unlocking Website Potential: Asking the Right Questions
by James Robert Lay on October 1, 2024
Many financial institutions struggle with understanding why their websites lose out on potential loans and deposits. Often, the questions they ask in feedback forms fail to distinguish between different user journeys, leading to misleading insights and uninformed decisions.