Digitizing Mindfulness: Subscription-Based Financial Services Your Clients Want
Banking on Digital Growth
by James Robert Lay
13h ago
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
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Bridging IQ and EQ: Why Innovation Is Only As Good As Communication
Banking on Digital Growth
by James Robert Lay
1w ago
The pandemic put fintech innovation on a near-vertical trajectory as financial brands pivoted into the next stage of our digital evolution. But despite the brilliant minds behind them, some of the fantastic new products we’ve seen in the last few years are failing. Greg Palmer, Vice President of Finovate, believes it’s because companies designed those products for rational people. But your typical consumer isn’t rational when it comes to their finances, so fintechs need to meet them where they are. Join us as we discuss: - What we should be paying attention to in fintech innovation (7:01) - H ..read more
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Stop Banking on Mistakes: Ditching Banking Processes for Outcomes
Banking on Digital Growth
by James Robert Lay
1w ago
What is holding many banks and credit unions back from just doing the right thing by their clients? The unfortunate reality is that most financial institutions profit off of people’s mistakes. But what if they pivoted to banking on positive outcomes instead? Matt Wallaert, Founder of BeSci.io and author of Start at the End, believes everyone in finance has an intrinsic desire to help others. But they’re bound to an industry that values measured processes over outcome-driven results, and that needs to change. And behavioral science could be the key to unlock a new perspective for financial lead ..read more
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Help First, Sell Second: A Focus on Helping in Personal Branding
Banking on Digital Growth
by James Robert Lay
2w ago
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
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Ditching “No Because” for “Yes, And”: Staying Positive in Uncertain Times
Banking on Digital Growth
by James Robert Lay
2w ago
In a heavily regulated industry like finance, it can be tough for financial brand leaders to go all in on a positive growth mindset during uncertain economic times. But if banks and credit unions are going to boldly move forward in their digital transformation journeys, they’ll need to continue to embrace change and pioneer new ideas. As Eric Cook, Founder & Chief Mentor of The LinkedBanker, told us, traditional bankers need to stop countering innovation with “No, because” and start responding with “Yes, and.” Join us as we discuss: - Why banking leaders tend to shun a positive growth min ..read more
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Painting Your Life’s Picture: The Death and Finances Conversation
Banking on Digital Growth
by James Robert Lay
3w ago
If there’s one topic in intimate conversations that may be frowned upon more than finances, it’s death. Unfortunately, many families put off the wealth transition dialogue until it’s too late. They’re then left scrambling to find the missing pieces in their dearly departed’s life. Emily Cisik, CEO & Co-Founder of The Postage, tells us why financial brands should take the opportunity to help their customers through the tough conversation of death and wealth. Join us as we discuss: - How financial brands can drive natural connections with families (6:22) -Prioritizing emotional experiences ..read more
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Content is a Conversation: Digital Marketing for Financial Brands and Services
Banking on Digital Growth
by James Robert Lay
3w ago
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
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Optimize and Prioritize: Aligning Your Organization’s Digital Growth Initiatives
Banking on Digital Growth
by James Robert Lay
1M ago
Three years ago, Jennifer Poniatowski, VP of Mortgage Sales at Credit Union 1, and her team had no practical digital tools at their disposal. But Jennifer knew they had to be proactive in giving their clients the digital experience they deserved. By integrating forward-thinking tech into their operations, Jennifer elevated their member experience by investing in the employee experience. Through optimization, they are transforming their entire organization’s growth journey one step at a time. Join us as we discuss: - A hands-on approach to investing in the employee experience (5:12) -Rolling ou ..read more
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Co-Opting Community: Transforming the Indirect Lending Experience
Banking on Digital Growth
by James Robert Lay
1M ago
Community institutions are the backbone of lending for many businesses and individuals.   But when it’s easier to do business with bigger banks when it comes to consumer lending, community banks and credit unions lose. Joe Ehrhardt, CEO & Founder of Teslar Software, joins the show today with incredible, concrete examples of how you can better make your small, local financial brand stack up to the big boys. Commercial loans are not the only way forward — catering to consumers can also be a path as long as you’re making sure the consumer experience is modern and relevant to their needs ..read more
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Believe It and Live It: Inspiring Exponential Growth in Your Teams
Banking on Digital Growth
by James Robert Lay
1M ago
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
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