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Brief Summary of Episode #6

Legacy financial brand marketing relies on in-person branch visits for growth.

Now, thanks to COVID-19, even your Grandma is banking digitally.

So, what’s your plan?

Old school, one-way, broadcast marketing is dead.

Brick and mortar retail is collapsing. 

The age of AI is alive and filled with exponential growth opportunities. 

I get it… this new world can feel a bit scary and overwhelming for some. 

But don’t let fear hold you back from moving forward. 

Re-evaluate how to build your consumer’s journey and learn their digital behaviors. 

Recognize that a digital relationship can still be an empathetic relationship.

People are stressed out more than ever before.

Stressed about finances, about their futures, about their lives. 

Gain clarity and learn new ways to be there for consumers by establishing and nurturing humanized connections through digital channels. 

Maximize your digital growth and rocket ahead of your competitors.

Join me for a look into the emerging banking needs of a post-COVID-19 consumer as I outline a plan for financial brands to finally take the first step forward with courage and confidence into the age of AI. 

Key Insights and Takeaways


  • How consumers feel about money directly influences more than you may think
  • Branch centric banking is dead
  • Financial brands have an opportunity to rocket forward right now
  • “Dabbling in digital” isn’t going to cut it.
  • How you can be the guide in the financial stories of others

Notable Quotables to Share