Banking on Digital Growth

Description

If you’re part of a financial brand marketing, sales, or leadership team, you know the entire industry is in the midst of exponential change fueled by new technologies. Consumers now make purchase decisions long before they walk into a physical branch location, if they walk into a branch at all, while mobile banks, digital lenders, and fintechs have transformed traditional growth models rooted in legacy broadcast marketing and branch sales strategies.Get ready to gain practical insights, proven ideas, and empowering inspiration as financial brand marketing and sales leaders, along with the leading digital marketing and sales technology firms, share their stories to help you maximize your digital growth potential here on Banking on Digital Growth.

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476 episodes

353) Collaborative Learning: The Key to Digital Growth for Banks and Credit Unions
The financial industry, particularly community banks and credit unions, face challenges in adapting to digital transformation. Many of these organizations struggle with staying competitive and relevant in a rapidly evolving digital landscape, where traditional approaches are becoming less effective. Matt Vance (https://www.linkedin.com/in/mattwvance/), FVP of Marketing & Product Strategy at Salal Credit Union (https://www.salalcu.org/) joins the show to discuss a solution this issue which includes a combination of collaborative learning, niche marketing strategies, and leveraging AI and digital tools. Join us as we discuss: -Niche marketing for growth in a complex digital world (4:49) -Leveraging storytelling in marketing (9:48) -Marketing transformation and AI adoption (24:07) You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts (https://podcasts.apple.com/us/podcast/banking-on-digital-growth/id1498837117), on Spotify (https://open.spotify.com/episode/3DS40kGDVBSIodUfGTbvWI), or here (https://www.digitalgrowth.com/podcast). Hosted on Ausha. See ausha.co/privacy-policy for more information.
32min | Published on November 27, 2023
352) Level Up in the Age of AI: Five Key Trends in Marketing and Sales
It's no secret the digital landscape is evolving rapidly, and staying ahead is no longer a luxury—it's a necessity. Customers demand seamless digital experiences, competitors are leveraging AI to gain an edge, and internal processes are crying out for automation. Meanwhile, your sales and marketing strategies might feel stuck in a pre-2020 world, and your employees' financial wellness is an often overlooked aspect of your business' health. That's why in today's episode of the Digital Leadership series, we're revealing five critical trends that every bank, credit union, or fintech must prioritize to confidently move forward on their journey of growth to guide their account holders to a bigger, better, and brighter future. Join us as we discuss: -Using AI tools to enhance productivity and creativity. (5:57) -Optimizing digital channels and personal branding in finance. (12:49) -Financial wellness, social media, and employee support. (18:59) You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts (https://podcasts.apple.com/us/podcast/banking-on-digital-growth/id1498837117), on Spotify (https://open.spotify.com/episode/3DS40kGDVBSIodUfGTbvWI), or here (https://www.digitalgrowth.com/podcast). Hosted on Ausha. See ausha.co/privacy-policy for more information.
28min | Published on November 21, 2023
351) Redefining Marketing's Role: Overcoming Perception Gaps for Future Growth
Financial marketing and sales leaders often face a critical challenge: a perception gap rooted in outdated experiences and education. The misalignment between marketing’s potential and the perceived role it plays within banks, credit unions, and fintech firms can lead to a disconnect with other business lines, undermining both internal collaboration and customer well-being. In this episode of the Digital Growth Journeys series, James Robert Lay and John Huntinghouse (https://www.linkedin.com/in/johnhuntinghouse/) VP of Marketing at TAB Bank (https://www.tabbank.com/), tackle this perception gap head-on. You'll learn how to harness ongoing learning to reshape perspectives, foster better relationships with business line leaders, and ultimately, how your marketing communications can positively impact customers' financial, physical, mental, and relational health. Join us as we discuss: -Bridging the gap between marketing and business units (7:52) -Future growth and learning in the financial industry (15:15) -Time blocking and reshaping perspectives (37:27) You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts (https://podcasts.apple.com/us/podcast/banking-on-digital-growth/id1498837117), on Spotify (https://open.spotify.com/episode/3DS40kGDVBSIodUfGTbvWI), or here (https://www.digitalgrowth.com/podcast). Hosted on Ausha. See ausha.co/privacy-policy for more information.
39min | Published on November 20, 2023
350) The Future Growth Index: Measuring Adaptability in Uncertain Times
Change is hard. Physically. Mentally. Emotionally. And with the rapid advancement of technology, particularly artificial intelligence (AI), change can induce fear and resistance among individuals, teams, and organizations. On this episode of the Digital Leadership series, Audrey Cannata (https://www.linkedin.com/in/audrey-cannata-6784191a1/) and James Robert Lay (https://www.linkedin.com/in/jrwlay/) discuss the 'Future Growth Index,' a tool designed to quantify perspectives on growth at a macro (global), organizational, and team level. By quantifying perspectives on future growth at global, organizational, and team levels, the index helps identify where one stands in relation to being 'growth-bound' or 'stuck in the gap.' James Robert also shares his experience speaking with two vastly different organizations when it comes to their perspectives on the future and the biggest insights he gained. Join us as we discuss: -Future growth potential and perceptions of AI. (6:22) -Digital growth and overcoming fear of the unknown. (13:41) -Adaptability in a rapidly changing world. (17:32) You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts (https://podcasts.apple.com/us/podcast/banking-on-digital-growth/id1498837117), on Spotify (https://open.spotify.com/episode/3DS40kGDVBSIodUfGTbvWI), or here (https://www.digitalgrowth.com/podcast). Hosted on Ausha. See ausha.co/privacy-policy for more information.
23min | Published on November 14, 2023
349) Navigating the Human-AI Intersection in Organizational Leadership
As AI becomes increasingly capable in data processing, there's a growing concern that the human element may be sidelined. Leaders are faced with the daunting task of fostering a culture of continuous learning and curiosity, all while ensuring that their strategy aligns with their actions to maintain trust within their organization. The fear of becoming obsolete in the face of AI advancements can paralyze even the most forward-thinking leaders. With over 40 years of experience within financial services and has a deep focus deep expertise rooted in executive management and leadership at credit unions, Gene Pelham (https://www.linkedin.com/in/genepelham/) joins this episode of the Digital Growth Journeys series to explore the challenges and opportunities presented by AI, emphasizing the importance of strategic focus and the creation of a cadence of accountability within financial services organizations. Join us as we discuss: -Leading through uncertain times with honesty and trust. (7:07) -Leadership, growth, and learning. (13:10) -Emotional intelligence and adaptability in financial services. (27:38) You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts (https://podcasts.apple.com/us/podcast/banking-on-digital-growth/id1498837117), on Spotify (https://open.spotify.com/episode/3DS40kGDVBSIodUfGTbvWI), or here (https://www.digitalgrowth.com/podcast). Hosted on Ausha. See ausha.co/privacy-policy for more information.
43min | Published on November 13, 2023
348) Beyond the Numbers: Data-Driven Growth with a Human Touch
The industry is at a crossroads, with banks and credit unions clamoring for deposits and customer retention, while fintechs are rapidly innovating to attract the same customers. The transactional nature of current financial services fails to provide a comprehensive view of a consumer's financial health, leading to missed opportunities for engagement and support. Raymond den Hond (https://www.linkedin.com/in/raymond-den-hond/), Chief Commercial Officer at MX (https://www.mx.com/), joined the show to share his vision for the future of financial services, which involves creating a consumer-centric financial wellness feed, similar to the interactive nature of social media platforms. By aggregating data across multiple financial relationships and applying machine learning and AI, institutions can offer actionable insights directly to consumers. Join us as we discuss: -Financial wellness and data-driven insights in banking. (10:02) -Using data to create personalized financial experiences. (14:37) -Rebuilding trust in financial services through consumer-centric approaches. (23:11) You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts (https://podcasts.apple.com/us/podcast/banking-on-digital-growth/id1498837117), on Spotify (https://open.spotify.com/episode/3DS40kGDVBSIodUfGTbvWI), or here (https://www.digitalgrowth.com/podcast). Hosted on Ausha. See ausha.co/privacy-policy for more information.
33min | Published on November 7, 2023
347) Digital Money Demystified: The World of Crypto and NFTs
The world of digital currency, including cryptocurrencies and NFTs, is often shrouded in confusion and misinformation. This lack of clarity breeds fear, uncertainty, and doubt (FUD), as well as a fear of missing out (FOMO) during market highs. The sensational headlines and the rapid pace of technological and regulatory changes only add to the confusion, making it difficult for individuals and financial brand leaders to make informed decisions or even approach the subject with a healthy curiosity. In this episode of the Exponential Insights series, host James Robert Lay and distinguished guest Professor Tonya Evans (https://www.linkedin.com/in/tonyamarieevans/) demystify digital money. Tonya, an expert in intellectual property and new technologies at Penn State Dickinson Law, discusses her new book "Digital Money Demystified (https://www.amazon.com/Digital-Money-Demystified-Crypto%C2%AE-Confidently/dp/B0BVSQV6BN)." She addresses the myths and realities of digital currencies, provides insights into the use of crypto assets, and explains the significance of NFTs and DAOs. Join us as we discuss: -The evolution of money and value in the digital age (9:47) -Cryptocurrency, decentralization, and financial privacy (16:15) -Digital money opportunities for businesses and individuals (29:29) You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts (https://podcasts.apple.com/us/podcast/banking-on-digital-growth/id1498837117), on Spotify (https://open.spotify.com/episode/3DS40kGDVBSIodUfGTbvWI), or here (https://www.digitalgrowth.com/podcast). Hosted on Ausha. See ausha.co/privacy-policy for more information.
34min | Published on November 6, 2023
346) The Fourth Marketing Transformation: Collaborative Growth in the Age of AI
In the age of AI and digital transformation, businesses, especially in the financial industry, are struggling to connect with their audience. The mindset of treating sales and marketing as an assembly line, where customers are pushed through a predefined process, is outdated and doesn't resonate with today's consumers. They seek genuine human interaction, expertise, and personalized guidance. Peter Caputa (https://www.linkedin.com/in/pc4media/), CEO of Dat (https://databox.com/?origin=20232)abox (https://databox.com/?origin=20232) joined the show to share why he believes collaborative growth is the way forward for financial brands and fintechs. It emphasizes continuous learning from customers, prospects, and industry peers. By integrating expertise into the customer journey and facilitating genuine human interactions, financial brands can differentiate themselves and achieve sustainable growth. Join us as we discuss: -Human vs. AI in financial services. (11:40) -Collaborative growth in marketing and sales. (16:52) -Leveraging LinkedIn and social media for business growth. (28:52) You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts (https://podcasts.apple.com/us/podcast/banking-on-digital-growth/id1498837117), on Spotify (https://open.spotify.com/episode/3DS40kGDVBSIodUfGTbvWI), or here (https://www.digitalgrowth.com/podcast). Hosted on Ausha. See ausha.co/privacy-policy for more information.
39min | Published on October 31, 2023
345) Uncovering Timeless Wisdom: 'The New Agreements in the Workplace'
The world has been hit hard. First, a health crisis, then financial, societal, and now a mental crisis. The age of AI has ushered in exponential change, and for many, this change feels overwhelming, scary, and mentally draining. The weight of guiding communities beyond financial stress, coupled with the pressure to adapt to digital growth, can take a toll on teams and leaders alike. In this episode of the Behind the Cover series with Audrey Cannata (https://www.linkedin.com/in/audrey-cannata-6784191a1/), we discuss David Dibble's (https://www.linkedin.com/in/davidbdibble?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAAACw3ggBZz9Y3hwid2nr4V1RY2PQiYwFZXw&lipi=urn%3Ali%3Apage%3Ad_flagship3_search_srp_all%3BbhDrPqeITySQ5XWEQ8hG%2Fg%3D%3D) "The New Agre ements in the Workplace (https://www.amazon.com/New-Agreements-Workplace-Releasing-Spirit/dp/0972251901): Releasing the Human Spirit (https://www.amazon.com/New-Agreements-Workplace-Releasing-Spirit/dp/0972251901)" which offers insights and principles that are still relevant today. The book emphasizes the importance of nurturing the human spirit, finding one's path or personal purpose, and genuinely loving and supporting team members. By applying these principles, organizations can guide their teams towards a brighter future, ensuring a positive digital experience rooted in a positive human experience. Join us as we discuss: -Finding purpose and awareness in work. (8:08) -Fear and love in leadership and growth. (16:13) -Overcoming negative experiences and transforming minds. (26:50) You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts (https://podcasts.apple.com/us/podcast/banking-on-digital-growth/id1498837117), on Spotify (https://open.spotify.com/episode/3DS40kGDVBSIodUfGTbvWI), or here (https://www.digitalgrowth.com/podcast). Hosted on Ausha. See ausha.co/privacy-policy for more information.
45min | Published on October 30, 2023
344) Connecting with Gen Z: Strategies for Financial Brands to Maximize Future Growth
Gen Z is on the rise in the mobile banking sector, set to represent a significant portion of global income by 2030. However, a staggering 90% of marketing efforts targeted at Gen Z are ineffective, leading to wasted resources and missed opportunities for financial brands. Financial institutions are struggling to connect, and their outdated methods are failing to capture the attention and trust of this crucial demographic. Harrison Hochman (https://www.linkedin.com/in/harrisonhochman/), Co-founder and CEO at Sparrow (https://www.sparrowfi.com/), the world's most powerful student loan search engine, joins the show to discuss the biggest Gen Z growth opportunities for financial brands. Those that adapt and meet Gen Z where they are will be better positioned for future growth. Join us as we discuss: -Challenges in implementing "help first, sell second" approach in financial institutions. (6:22) -Addressing Gen Z's financial challenges through collaborations. (18:40) -Financial coaching for Gen Z. (29:45) You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts (https://podcasts.apple.com/us/podcast/banking-on-digital-growth/id1498837117), on Spotify (https://open.spotify.com/episode/3DS40kGDVBSIodUfGTbvWI), or here (https://www.digitalgrowth.com/podcast). Hosted on Ausha. See ausha.co/privacy-policy for more information.
39min | Published on October 24, 2023

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