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James Robert Lay

Posts by James Robert Lay

Mastering Your Mindset to Achieve Exponential Growth

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 …

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The Financial Brand: Cracking the Customer Code: Marrying Emotion and Tech to Maximize ROI

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 …

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The Inner Economics: Exploring Our Deep Relationship with Money

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 …

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Banking on Change: Cultivating Digital Relationships for Growth

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.

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Wealth Wired Differently: Unpacking Financial Growth for Entrepreneurs

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 …

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From Legacy to Future: Navigating Digital Growth

"How can we effectively guide our long-standing staff, who are accustomed to outdated systems, to embrace the transformative potential of new technology and navigate the overwhelming task of prioritizing digital transformation initiatives amidst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 …

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From Secret Shopping to Strategy: Real-Time Learnings for Financial Brands

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 …

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Banking on Change: The Leader’s Guide to Exponential Growth

This episode of the Banking on Change series explores the concept of courage and the importance of mindset in facing exponential change. Drawing from personal experiences and historical examples, James Robert Lay discusses the challenges of adapting to rapid transformation, especially …

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Banking on Change: Behind the Scenes

The rapid advancement of AI and digital technologies has ushered in significant changes, challenging individuals and organizations to adapt swiftly. Because of this, many people find themselves trapped in the Cave of Complacency, resisting the change necessary to keep pace with techno …

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The Evolution of the CMO: Engineering Experiences in the Digital Age

Despite recognizing the importance of communication, there's a growing disconnect between the traditional role of the CMO and the demands of the modern marketing landscape. Many marketing teams are losing sight of the deeper rationale driving their actions. While communication remains …

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