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Reviews and Stories

“We had some excellent sessions with JR and Audrey to help align the leadership team for driving digital growth. We've just begun our journey, and the detailed recommendations from the DGI on understanding consumer needs, brand positioning, communicating with consumers, and engaging them through our website and other channels have been incredibly insightful. We are excited to continue our partnership with this outstanding firm!”
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Corbin Wilson
Smart Financial Credit Union
“Attended a number of sessions hosted by James Robert and his team on maximizing the effectiveness of your digital communications and website. Utilized their recommendations, and our new site is receiving rave reviews.”
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Domenic DiPillo
MSDFCU
“DGI has been a wonderful resource for On Tap Credit Union. They exceeded expectations. I knew DGI would be a great resource to help guide on how to generate leads and mitigate digital roadblocks. What I didn't know is that they would help drive a full cultural philosophy, greater brand purpose, process management, and a robust network of solutions.”
Janelle Herrera
Janelle Herrera
On Tap Credit Union
“What a great company! Their program helped me and my co-workers shatter mindsets that weren't supporting our business or our clients. I'm so grateful for James Robert and Audrey! Their level of knowledge is top notch and they are always leveling up for themselves and the betterment of us all!"
Tiffani Davis
Tiffani Davis
Centier Bank
“James Robert and the team at DGI are the best of the best. They emphasize understanding the minds of the consumer and employee alike. I cannot recommend this team enough. If you want to grow yourself, your team, and your business… look no further than DGI. The key insights on industry trends and feedback on how consumers feel about your brand are invaluable..”
Jonathan Clay
Jonathan Clay
OnPath Credit Union
“This was an eye-opening, fun, and informative experience. Starting this program, I did not think I would learn as much as I did. I know my team would say the same. James Robert and Audrey surely did not disappoint. This program gave us a new perspective on how to help and transform the lives of people that we help in the communities that we serve financially."
Yanna Coleman
Yanna Coleman
Skyla Credit Union
“James Robert and DGI have really helped us better articulate and plan our goals and strategies for our future!"
Chrisanne Christ
Chrisanne Christ
Centier Bank
“Great experience attending the Digital Growth Institute. Very interactive with wonderful practical examples that can be easily applied."
Karen Murphy
Karen Murphy
Kindred Credit Union
“By far one of the best companies I have worked with. I've sat in on multiple strategy sessions with James Robert and the insights he provides are so valuable to our financial institution. His team is reliable and very knowledgeable in digital strategy.”
Lyndsey Delatte
Lyndsey Delatte
OnPath Credit Union

Digital Growth Means the Courage to Act on New Information

Mia came to us when she realized they had to step up their digital game. And we did some secret shopping to test the digital experience. We all want new insights into our business, but how many of us have the courage to act on them? 

Collaborative Learning: The Key to Digital Growth for Banks and Credit Unions

Matt and his team at Salal are testament to what happens when a financial cooperative unites under a shared vision for progress, leveraging collective wisdom to navigate the digital landscape. Their story is an inspiring blueprint for banks, credit unions, and FinTechs eager to unlock their growth potential.

Bringing People Along Through Purpose-Driven Change

One out of every two leaders doesn’t consider the emotional impact that organizational change has on their team members. Yet, the folks at Kindred Credit Union made it clear that they cared about the effect their rebranding had on their employees and customers

Digital Growth: A Travelogue

With more than 900 employees at 60 branches across the state, Deborah and her team at Centier are on a journey to maximize their future digital growth potential with a focus on humanizing digital experiences through their servant heart culture of caring.

KEG Culture: On Tap Credit Union’s Recipe For Growth

Digital growth is a journey, where progress is more important than perfection. The 90-Day Growth Method provides a predictable path forward to level up loans and deposits every 90 days.

Collaborative Learning: The Key to Digital Growth for Banks and Credit Unions

So many in banking are worried automation will replace them. Tiffani not only soothes those worries, she explains just how those extra hours you’ve saved from automation have freed you up to call customers... and give them the experience they deserve.

Digital Resilience: Steering a Credit Union Through Crisis, Mergers, and Brand Innovations

Imagine your credit union is facing an impending merger, the launch of a new brand, and the daunting task of building and continually optimizing a website to support various business lines. Overwhelmed? Stressed? Sara shares the pivotal lessons they've learned, the strategies that have driven their success, and how they've transformed challenges into opportunities for substantial growth.