Video Communication: Give Them a Reason to Care (with Ethan Beute)
by James Robert Lay on August 15, 2022
Brief Summary of Episode #219
Does Your Financial Brand Practice the Art of Customer Onboarding?
by Audrey Cannata on August 13, 2022
“Financial relationships are spread out more than ever. Some data shows that 50% of consumers use two or more banks.” -J.J. Slygh
Neo Banking: Giving the Freelance Community a Financial Home (with Oona Rokyta)
by James Robert Lay on August 9, 2022
Brief Summary of Episode #218
Filling the Buckets of Change for Compliance (with Jordan Ennest)
by James Robert Lay on August 8, 2022
Brief Summary of Episode #217
Still Struggling to Transform Your Financial Brand? You’re Not Alone.
by Audrey Cannata on August 8, 2022
“The credit union websites that we analyze, you would think there would be just a tremendous amount of work every year to go and look at 50 of them based on any different criteria. The reality is when you look at those websites, maybe 20% have changed year over year.” -Craig McLaughli …
How Competitive Intelligence Gives Financial Brands the Upper Hand
by Audrey Cannata on August 6, 2022
"Competitive intelligence is the practice of using processes to monitor and collect data that provides not only insight but the foresight to bring the future into the present.” -James Robert Lay Competitive intelligence is an often neglected and misunderstood aspect of succeeding in t …
The Internet Cookie Is Crumbling. What’s Next?
by Audrey Cannata on August 6, 2022
"In a cookie-less world, email and mobile numbers have the potential to become the new universally unique identifier when it comes to data collection.” -James Robert Lay The cookie is becoming an internet relic. For years, most financial brands have relied upon cookies to deliver deli …
90 Days to the Peak: Climbing the Mountain of Change
by James Robert Lay on August 5, 2022
Brief Summary of Episode #216
Give and Grow: Building a Strategy Around Purpose (with Cathy Graham)
by James Robert Lay on August 1, 2022
Brief Summary of Episode #215
Time Out! Your Financial Brand Needs a Coach
by James Robert Lay on July 28, 2022
“Always tell the truth. I think it can be difficult when you’re working, especially in a professional setting, to have those transparent and honest conversations.” -Audrey Cannata