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The Best Bank and Credit Union Podcast

Humanizing the Digital Experiences (With Jay Palter)

Brief Summary of Episode #51 Relationships drive banking. But financial brands are losing touch with customers. First, we lost touch with the one third of our customers who went online. Then, we lost touch with the other two thirds in our rush to go digital. We need to recapture the h …

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Using Your Brain to Change Your Financial Brand for Good

Our brains love the status quo. It's natural to continue on in familiar paths that have worked for us before. This is very true for financial institutions—why change what’s worked in the past? When something shakes up our normal mode of operation, we are out of our element. And, COVID …

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The Financial Brand: Digital Growth - Is Your Institution Ready Now?

Best-selling author James Robert Lay continues the conversation on critical digital growth strategies for banks and credit unions in the ever-evolving financial landscape. Cornerstone Advisors Senior Director Sam Kilmer and Total Expert Founder and CEO Joe Welu join James Robert Lay t …

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The Fintech Times: The COVID-19 Effect

The coronavirus is the great catalyst to transform banking for good. It has completely changed our lives forever. And change for many is hard because change feels uncomfortable, not to mention scary, as change forces us to move outside of our comfort zones and leave our caves of compl …

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The Commoditization Trap and How Your Financial Institution Can Escape It

Financial brands are leading people through this post-COVID world. They are the shining light for others. They are a rock for their communities. Financial brands are helping people navigate the financial chaos that COVID has brought so many, and their future depends on their ability t …

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How to Take Advantage of The Great Pause and Transform Your Financial Brand

We never had a time—at least in our lifetimes—where we've been able to stop and assess what we are doing and how we can be doing it better. But now, in 2020, the global coronavirus pandemic has given us that time. This Great Pause has thrust us into one of the four digital growth oper …

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How Your Financial Brand Can Generate More Digital Loans and Deposits Without Doing More

I am often asked, “What do you suggest is one thing that we should start doing to generate even more digital loans and deposits?" In a general sense, there are many things that you could do to generate more digital loans and deposits.

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People and Purpose (With Jonathan Clay)

Brief Summary of Episode #50

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Three Steps to Prepare for Your Digital Growth Journey

When it comes to kicking off a digital growth journey, one of the most common questions I receive is, “What should we focus on first? There are so many things that we could do. Do we just pick something and get started?”

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How to Compete With the Big Banks on a Limited Marketing Budget

Brief Summary of Episode #49

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