The Effortless Experience: Exceeding Your Customer’s Expectations (with Rick Delisi)
by James Robert Lay on November 28, 2022
Brief Summary of Episode #249
Drop Your Ego: Content Marketing and Lead Generation in the Digital Age (with Mark Lachance)
by James Robert Lay on November 22, 2022
Brief Summary of Episode #248
Digital Communities: Defying the Social Media Outrage Culture (with Gina Bianchini)
by James Robert Lay on November 21, 2022
Brief Summary of Episode #247
The Financial Brand: Top Marketing Challenges for 2023 and How to Overcome Them
by James Robert Lay on November 18, 2022
Experts foresee four major trends facing financial institution marketers in 2023: budget challenges, rate card changes, digitalized conversational marketing, and hyper-personalized content marketing. Insights into these trends will assist CMOs to manage the impact and seize the opport …
Data Strategy: Maximizing Digital Growth for Your Credit Union (with Anne Legg)
by James Robert Lay on November 14, 2022
Brief Summary of Episode #246
The Obstacle Is the Way: Take Back Control of Your Narrative (with Audrey Cannata)
by James Robert Lay on November 14, 2022
Brief Summary of Episode #245
How Listening and Learning Lead to Financial Transformation
by Audrey Cannata on November 9, 2022
“Financial literacy helps break down all barriers. It’s one of the foundation stones to give people their pathway to set themselves up for success.” - Devon Lyon The future of the financial world is transformational, not transactional. According to Devon Lyon, president and CEO at Cen …
Winning Through Risk-Taking: Leadership and Coaching
by Audrey Cannata on November 9, 2022
“What a really good coach does is create a space for the player - the leader - to understand all the dynamics and make the right decision.” -Nick Kennedy In tough economic times, training is an easy cut from the company budget. But this is a big blunder in the ever-changing financial …
Finding the Disconnect With Young Account Holders
by Audrey Cannata on November 9, 2022
“What do we need to do as a financial institution? Banking? Yes, check. Loans? Check. Investments? Check. We do all of them, but it's not about making it better. It was about checking the box.” -Mart Vos Mart Vos, the founder and CEO of Eko Investments, hears the same thing over and o …
Beyond Sticky: Moving Past the Commodity of Price (with Martha Bartlett Piland)
by James Robert Lay on November 8, 2022
Brief Summary of Episode #244