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Exponential Insights

277. Embedded Finance and Fintech: Provide a Frictionless Delight (with Joe Keeley)

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Exponential Insights

276. Digital Onboarding: You Can’t Fix a Problem You Can’t Measure (with Laurie McLachlan)

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Exponential Insights

275. Why Community Financial Brands Are Falling Behind: The Danger of the Status Quo (with Gabe Krajicek)

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273. Brands Sell, People Tell: Why Your Audience Craves Influencer Marketing (with Alana Levine)

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271. The Big Lie: Financial Inclusion in a Digital Platform Economy (with Emmanuel Daniel)

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267. Digitizing Mindfulness: Subscription-Based Financial Services Your Clients Want (with Nickolas Belesis)

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266. Bridging IQ and EQ: Why Innovation Is Only As Good As Communication (with Greg Palmer)

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Exponential Insights

265. Stop Banking on Mistakes: Ditching Banking Processes for Outcomes (with Matt Wallaert)

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Exponential Insights

264. Help First, Sell Second: A Focus on Helping in Personal Branding (with Pattie Ehsaei)

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Exponential Insights

263. Ditching “No, Because” for “Yes, And”: Staying Positive in Uncertain Times (with Eric Cook)

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Exponential Insights

262. Painting Your Life’s Picture: The Death and Finances Conversation (with Emily Cisek)

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We empower financial brands to level up their digital growth potential through education and coaching programs that teach marketing, sales, and leadership teams how to stop losing millions of dollars in loans and deposits because of unseen gaps in their marketing and sales systems, processes, and positioning.

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