Customer Driven Leadership: The Accountability Scorecard (with Daniel Hammond)
by James Robert Lay on October 11, 2022
Brief Summary of Episode #235
Why AI is Your Teammate (and Not Your Enemy) at a Financial Brand
by James Robert Lay on October 6, 2022
“I think where anxiety and hesitation come in with AI is in not knowing what it is or what it could be.” -Evan Ryan Over the years, Hollywood and dystopian novels have instilled the idea that artificial intelligence (AI) is here to destroy humanity. But in the real world, AI works as …
Financial Brand Site Analytics: Set It and DON'T Forget It!
by Audrey Cannata on October 6, 2022
“It is taking advantage of the digital medium, but then the next step is actively paying attention to it and seeing how something performs. Now there's a lot of reasons to do that. There's millions and millions of dollars worth of reasons to do that.” -Jeff Sauer Data analysis is alwa …
The Power of a Purpose-Driven Mindset for Banking Transformation
by Audrey Cannata on October 5, 2022
“I think purpose is, by nature, transformational. I think a clear purpose can help people at all levels of the organization.” -Rilla Delorier
How to Think Like a Brand, Not a Bank - Part Two (with Allison Netzer)
by James Robert Lay on October 4, 2022
Brief Summary of Episode #234
How to Think Like a Brand, Not a Bank (with Allison Netzer)
by James Robert Lay on October 3, 2022
Brief Summary of Episode #233
Customer Loyalty in Finance: Keeping Score with Apex (with Marc Whitehead and Nick Bond)
by James Robert Lay on September 27, 2022
Brief Summary of Episode #232
Fighting Off Financial Stress with the One-Number Budget (with John Crane)
by James Robert Lay on September 26, 2022
Brief Summary of Episode #231
The Four Agreements: Transforming Behavior in a Financial Environment (with Audrey Cannata)
by James Robert Lay on September 20, 2022
Brief Summary of Episode #230
Compliance Question: Is Your Fine Print Ruining the Customer Experience?
by Audrey Cannata on September 20, 2022
“What is the reason for customers having friction with the online account opening process? It’s not a streamlined process. It is very cumbersome and not user-friendly.” -Jordan Ennest