Digital Growth: A Travelogue (with Deborah Lumpkin)
by James Robert Lay on August 25, 2021
Brief Summary of Episode #120
Looking Outside the Financial Industry
by Audrey Cannata on August 19, 2021
Those within the banking industry are instructed and even rewarded for working with laser-like focus. But this can feel like wearing blinders; like there’s no real outlook for what’s going on in the surrounding world.
Being Human at Every Turn: Sales & Customer Experience (with James Gilbert)
by James Robert Lay on August 18, 2021
Brief Summary of Episode #119
Digital Transformation: Why Traditional Banks Must Adapt
by Audrey Cannata on August 18, 2021
“Traditional banks tend to push products through channels to get a greater share of wallet and cross-sell. Whereas, digital banks start with the customer journey and need and then build the user experience to be part of a relationship interaction digitally, rather than trying to actua …
Are You Wasting Your Sales Team's Time? (with Chris Beall)
by James Robert Lay on August 16, 2021
Brief Summary of Episode #118
The 5 Pillars of Digital Growth and Transformation
by Audrey Cannata on August 16, 2021
“It's more important than ever as a financial institution, as a traditional institution or a non-traditional institution, to have purpose around how you treat your customers because we all know it takes a certain amount of energy to get a client. It takes even less energy to keep a cl …
Optimizing the Consumer Experience: Facing Your Fears
by Audrey Cannata on August 13, 2021
“Every interaction that a customer has with a brand is an opportunity to build trust or erode trust.” – Sue Woodard The past year has required many people to face their fears, both personally and professionally. For adventurers like Sue Woodard, this might not have been too much of a …
Why You’ve Been Overlooking the Female Financial Market (with Brian Harris)
by James Robert Lay on August 11, 2021
Brief Summary of Episode #117
Marketing Automation: Data-Driven or Death by Data? (with Kristin Harrison)
by James Robert Lay on August 10, 2021
Brief Summary of Episode #116
Consumer Personas: Obtaining Executive Buy-In on Niching
by James Robert Lay on August 4, 2021
Brief Summary of Episode #115