Build Trust Through Community, Not Technology
by Audrey Cannata on April 4, 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 …
Creating a More Human-Focused Financial Brand in a Digital Age
by Audrey Cannata on April 3, 2022
“The more we invest in the employee experience, it translates over to better member experience, better digital experiences, and more of a focus on what truly matters, which is the people.” -Tom Novak Brands don’t have a technology problem; they have a people problem. Technology is rea …
Innovation and an Open Mind Is the Key to Success For Financial Brands
by Audrey Cannata on March 31, 2022
“If you're not innovating, you're doing the opposite of innovating, which means you have just a period of time before your company or your idea ceases to exist.” -Matt Maxey You don’t have to be a genius inventor to be innovative and take your brand to the next level. It’s all about s …
The Year of Small Giants: Valuing Organizational Excellence over Scale (with Patti Mara)
by James Robert Lay on March 29, 2022
Brief Summary of Episode #180
How to Teach Kids Sound Financial Habits (with Chad Willardson)
by James Robert Lay on March 28, 2022
Brief Summary of Episode #179
A Guide to Becoming Digitally Driven (with Howard Tiersky)
by James Robert Lay on March 22, 2022
Brief Summary of Episode #178
Digital Transformation Begins with Purpose (with Baron Conway)
by James Robert Lay on March 21, 2022
Brief Summary of Episode #177
Why Financial Institutions Should Take a Risk on Fintechs
by Audrey Cannata on March 16, 2022
“The moment you say you’re a fast follower, what you’re really saying is you plan to be behind.” -Joel Swanson Fintechs are a risk that many financial brands won't take. They are comfortable staying in the Cave of Complacency where it familiar and safe. But many fintechs are actually …
The Future of Banking and Collaboration to Improve the Customer Experience
by Audrey Cannata on March 15, 2022
“You have to think like a banker: What is going to be this thing that I can offer that doesn’t necessarily exist—that hook to grab customers?” -Mary Wisniewski The future of banking is now. It’s time to move beyond the bank–fintech feud and find ways to work together to provide someth …
How the Employee Experience and Appointment Culture Play an Integral Role in a Financial Brand's Success
by Audrey Cannata on March 15, 2022
“When the client and improved staff experiences come together, you get much better business outcomes.” -Nicholas Barnes It’s true that when your employees are happy, your customers are happy. And when everyone is happy, and everything is working seamlessly, you can really grow your bu …