Banking Transformed: Simplifying Bank Marketing in the Age of Complexity
by James Robert Lay on April 14, 2022
Bank marketing has become increasingly complex as data and technology provides the opportunity for instant, personalized engagement. As consumer attention spans shorten, and the world becomes cluttered with noise, bank marketing must adjust accordingly. Choice proliferation and the ex …
Watch Out for the Small Giants of the Financial World
by Audrey Cannata on April 14, 2022
"We’re in challenging times but also the biggest opportunity of our lifetime.” -Patti Mara Remember when big box stores started falling victim to massive online vendors like Amazon? Now both categories - traditional retailers and online giants - are being outwitted by small-but-mighty …
Opening Up the Digital Mailbox: Catching Up With Our Listeners
by James Robert Lay on April 12, 2022
Brief Summary of Episode #184
Connecting Through Cameras: The Visual Sale (with Marcus Sheridan)
by James Robert Lay on April 11, 2022
Brief Summary of Episode #183
It's Time for Financial Brands to Stop Living in the Past
by Audrey Cannata on April 8, 2022
“There’s definition more of an upside potential than a downside drawback to getting comfortable with where things are headed.” -Eric Cook Is your financial brand stuck in the past? If so, there’s probably too much fear and not enough empathy to go around in your organization. Digital …
Building Better Teams at Financial Brands
by Audrey Cannata on April 7, 2022
"Just because we’re changing our tactic does not mean we got it wrong. We’re being responsive.” -John Janclaes Team-building is a key part of adapting to change in the financial industry. When financial brands can build effective teams, they’ve already gone a long way toward embracing …
How to Humanize a Financial Brand and Show You Care
by Audrey Cannata on April 7, 2022
"When we make it really difficult to get ahold of somebody, what the brand is telling me as a customer or member is that I’m not valued.” -Katherine Regnier People work hard for their money and feel intimately connected to it. Too many financial brands ignore this human-money intimacy …
Depositing Ideas in the Innovation Jar (with Jody Guetter)
by James Robert Lay on April 5, 2022
Brief Summary of Episode #182
Banking AI: Humanizing the Exceptional (with Blair Gatchel)
by James Robert Lay on April 5, 2022
Brief Summary of Episode #181
Build Trust Through Community, Not Technology
by Audrey Cannata on April 5, 2022
“Your trust in a product, service, or innovation will succeed or fail based on your relationship to it.” -Ben Pankonin Technology may have changed how we engage with one another, but the purpose remains the same—to connect and have new experiences. We depend on human connection and co …