The WISE Approach to the Financial Customer Experience
by Audrey Cannata on May 2, 2022
"When we create great experiences and remarkable experiences, the word remarkable is intentional because it means literally worthy of remark, worthy of talking about.” -Dan Gingiss Did you know two-thirds of all customers can’t remember the last time a brand exceeded their expectation …
How to Launch Purpose-Driven Digital Transformation at Your Financial Brand
by Audrey Cannata on April 29, 2022
"Digital transformation is about how you rethink your organization. Re-enable those capabilities to deliver something truly of value.” -Baron Conway Purpose is the most important part of digital transformation. It creates a bold driving force that energizes your teamwork and collabora …
Total Expert: How Financial Institutions Can Tackle Three Critical Innovation Roadblocks
by James Robert Lay on April 28, 2022
James Robert Lay joined Joe Welu on Expert Insights for an exciting conversation on the barriers to innovation in finance. They tackle innovation in financial services and why the topic is more relevant than ever.
The Value of Video in Connecting With Your Customers
by Audrey Cannata on April 28, 2022
"Why in the world would I send a 15-20-minute email when I could create a video in five minutes?” -Marcus Sheridan Are you uncomfortable in front of the camera? So are most people. But face-to-face video calls are the new frontier in forging strong and long-lasting customer connection …
The Rookie: A Hero’s Journey (with Jim Morris)
by James Robert Lay on April 26, 2022
Brief Summary of Episode #188
Transforming Together: Questions About Digital Growth
by James Robert Lay on April 25, 2022
Brief Summary of Episode #187
In-House Marketing: Spring Cleaning Your Data (with Laura Byers)
by James Robert Lay on April 19, 2022
Brief Summary of Episode #186
Relationships: Just Show Up and Be Yourself (with Donnie Boivin)
by James Robert Lay on April 18, 2022
Brief Summary of Episode #185
Why Some Financial Brands are Bursting With Creativity (and Others Aren’t!)
by Audrey Cannata on April 18, 2022
"Rethinking the way you do things is about identifying problems and coming up with solutions, and that can be done at all levels of an organization.” -Jody Guetter Financial thinkers tend to avoid risk and preserve value at almost all costs. This risk-averse behavior is baked into the …
Meet the Empathy Engineers of Financial Wellness
by Audrey Cannata on April 15, 2022
"I don't think the bots are coming to take the jobs. I think the bots are coming to make us superheroes.” -Blair Gatchel Artificial intelligence has gained a reputation as an evil force that threatens to take your job. But some companies are embracing the good side of AI, using techno …