Total Expert: Accelerate Customer Conference Spotlights Industry Best Practices to Address Shifting Market Conditions
by James Robert Lay on June 16, 2022
Total Expert, the customer engagement platform purpose-built for modern financial institutions today commenced Accelerate 2022, an annual event highlighting customer experience innovation and the game changers who make it happen. Accelerate brings together Total Expert customers, part …
Asking the Question Behind Your Marketing Problem (with Bo McDonald)
by James Robert Lay on June 14, 2022
Brief Summary of Episode #202
The Struggle to Pay It Off: Student Loans (with Bobby Matson)
by James Robert Lay on June 14, 2022
Brief Summary of Episode #201
Unimpressive Customer Service vs. The Ultimate Customer Experience
by James Robert Lay on June 14, 2022
"In the digital space, I like to operate under the umbrella of the persistent pursuit of the ultimate customer experience.” -Todd Treadway
The Professional Side of Personal Branding
by James Robert Lay on June 14, 2022
"Personal branding is about building and creating content, and telling your story in a way that’s meaningful.” -Kyle Lacy
Looking Back at 200 Reasons to Bank on the Future and Build Your Personal Brand
by James Robert Lay on June 7, 2022
Brief Summary of Episode #200
Kickstarting Your Financial Brand's Coaching Culture (with Audrey Cannata)
by James Robert Lay on June 7, 2022
Brief Summary of Episode #199
Breaking the Bank: Standing Out in FinTech (with Jason Henrichs)
by James Robert Lay on May 31, 2022
Brief Summary of Episode #198
Banking on Your Community in a Digital World (with Jeff Marsico)
by James Robert Lay on May 31, 2022
Brief Summary of Episode #197
The Financial Brand: How Banks Can Improve Digital Marketing by Using Their Own Data
by James Robert Lay on May 27, 2022
New policies from Apple, Google and others are cutting the flow of third-party data banks and credit unions use in their digital marketing. Maximizing use of 'first-party' data has become essential. However, the change could bring benefits that exceed what is being lost.