Different banking segments are certainly moving faster than others in transforming the digital landscape, like with subscription-based financial services. If financial leaders want to keep up, they need to alter their perception of change. Before acting differently, they need to feel different. Nick Belesis, VP of Growth at Fintech Insights by Scientia, believes it’s time for traditional banks to take the handcuffs off of their digital apps and give clients human-centric service. Join us as we discuss: - How subscription-based services can level up financial brands (10:25) - Reducing friction ..read more

Personal branding is a subject that gives many people pause despite its incredible marketing potential. Whether it’s the fear of failure or an overwhelming desire for instant gratification, it’s easy to make excuses not to plant our flag in the ground. The Duchess of Decorum herself, Pattie Ehsaei, believes financial leaders have the time and potential to provide value to others through personal branding content. They simply have to find it in themselves to take the first step. Join us as we discuss: - Common misconceptions of social media in personal branding (12:22) - Why an attitude of hel ..read more

In the risk-averse industry of finance, digital content marketing can feel like traversing a minefield. As social media platforms continuously adjust their algorithms, many financial brands and fintechs struggle to keep up while using outdated traditional marketing tactics. Anna Wolf, Owner and CEO of SuperScript Financial Marketing Agency, tells us why financial services need to stop touting digital content like a broadcast and treat it like a conversation. Join us as we discuss: - Why financial services are always a step behind in digital marketing (8:13) - Reexamining your long-term digita ..read more

Since the internet’s awakening in the mid-90s, we’ve experienced exponential growth in digital finance. As mobile technology and social platforms continue to democratize the world wide web, financial institutions and fintechs barely have time to stop and catch their breath. Marco Santos, CEO USA & Latin America Region - Grupo GFT, tells us why continuous learning and an exponential growth mindset are essential to keeping up with the pack in digital transformation. Join us as we discuss: - Curating a shared exponential growth mindset from the inside-out (9:05) - Why continuous learning wil ..read more

How often do revolutionary ideas in the financial space fall by the wayside because they’re left unshared? Collaboration is the mother of innovation in the Digital Age. As large financial institutions brace for tough economic times, credit unions are looking for ways to help common people with common financial problems. Jonathan Taylor, CEO at CU Sol, shares how credit unions are partnering with fintechs and other services to give consumers a hand up out of their financial stress. Join us as we discuss: - Collaborative projects like the CU Safe domestic abuse program (5:53) - Innovating for o ..read more

Customer surveys have become the default mechanism for financial brands in understanding consumer behavior. But surveys have a glaring weakness: they fail to account for the “why” behind a customer’s shift in brand loyalty. Derik Sutton, CMO at Autobooks, tells us why financial brand leaders need to dig deeper and hear the stories behind the shifts in consumer behavior Join us as we discuss: - The four forces in play behind switches in customer behavior (7:10) - How digital evangelists can influence your consumers (18:52) - Bridging empathy for you customers through proximity (29:23) Check ou ..read more

Financial brand marketers are in the communication business, so everyone has to flex their writing chops at some point. Yet, for one reason or another, many people believe they don’t have what it takes to create quality written content. But as Ann Handley, author of Everybody Writes, pointed out, you don’t need to be a brilliant writer to communicate value to your customers. You just need to be authentic.   Join us as we discuss: - Marketing transformations that inspired Ann to update her book (7:20) - Her three-step formula for creating quality content (14:48) - How to differentiate you ..read more

With the world on the brink of recession, many financial institutions and fintechs are reassessing their branding in a tough economy. But instead of burying their heads in the sand, financial leaders should see this period as an opportunity for growth. Mark Arnold, President of On the Mark Strategies, tells us why banks and credit unions should resist cutting their marketing budgets and invest in their brands.   Join us as we discuss: - The three legs of the Branding Triangle (6:12) - Why cutting back on marketing during a recession is a mistake (14:45) - The distinct skill sets of leade ..read more

Personalization is about humanizing the digital experience. But for banks and credit unions to successfully implement a customer-centric data strategy, everyone in the organization has to be aligned. In this episode, we’re joined by Tom Novak, VP/Chief Digital Officer at Visions Federal Credit Union, Craig McGlaughlin, CEO of Finalytics.ai, and Mark Ryan, Chief Analytics Officer at Finalytics.ai. These visionaries give their valuable insight into lessons learned as they navigated complexity together to give credit union customers the personalized experience they deserved.   Join us as we ..read more

Your personal brand is a superpower. With positive nurturing, your brand can move mountains in financial services because people trust other people. But before you can sell your financial brand’s product to your customer, you have to sell yourself first. Dr. Cindy McGovern , CEO of Orange Leaf Academy and author of Sell Yourself, tells us why every financial leader and lender needs to look in the mirror and reflect on their personal brand. Join us as we discuss: The conflation of individual versus corporate branding (10:42) Cultivating self-awareness in personal branding (24:07) Why people te ..read more