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.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

476 episodes

283) Starting from Within: The Personal Growth Journey to Digital Transformation
Digital transformation momentum may seem out of reach to some financial leaders, but that’s because they’re trying to move mountains rather than one pebble at a time. Transformation starts with the self, and you’re not starting from a dead stop. Regardless of speed or trajectory, each one of us is already moving. In this episode of our Exponential Insights series, we’re joined by the Chairman and CEO of NYMBUS (https://www.nymbus.com/), Jeffrey Kendall (https://www.linkedin.com/in/jeffery-kendall-5967234/), as well as CMO and Chief Strategy Officer, Allison Netzer (https://www.linkedin.com/in/allison-netzer-1b98335/). Jeffrey and Allison share their thoughts on building digital transformation momentum and the personal growth journey to our future selves. Join us as we discuss: - Mentally investing in a growth mindset and branding (6:17) - Why innovation is wired to an active mindset (17:00) - How periodically changing disciplines promotes curiosity (24:15) Check out these resources we mentioned during the podcast: - NYMBUS (https://www.nymbus.com/) - Jeffrey Kendall (https://www.linkedin.com/in/jeffery-kendall-5967234/) - Allison Netzer (https://www.linkedin.com/in/allison-netzer-1b98335/) - Think Like a Brand, Not a Bank (https://thinklikeabrandbook.com/) - Willpower Doesn’t Work (https://www.hachettebooks.com/titles/benjamin-hardy/willpower-doesnt-work/9780316441339/) - EOS Level 10 Meeting Agenda (https://www.eosworldwide.com/download-level10-agenda?utm_term=level%20ten%20meeting&utm_medium=ppc&utm_campaign=EOSWW&utm_source=adwords&hsa_net=adwords&hsa_ad=498035634154&hsa_mt=p&hsa_acc=3066578213&hsa_src=g&hsa_tgt=kwd-1624425943884&hsa_grp=117915021779&hsa_cam=1656678913&hsa_kw=level%20ten%20meeting&hsa_ver=3&gclid=CjwKCAiA9NGfBhBvEiwAq5vSyyfXSH4r4lh9kdcm5B48g2UD4AgLhLM2fencMdYB2bo1OwKvBudC7hoC_AoQAvD_BwE) You can find this interview 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/show/6ml7uCQ7HoVvWTYUNpdUfS), or here (https://www.digitalgrowth.com/podcast). Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.
38min | Published on March 27, 2023
282) Data and Analytics: A Personalized Digital Experience Done Right
Data and analytics have become the default yin and yang in digital transformation, but they’re much more than just water cooler buzzwords. As Rich Carlton (https://www.linkedin.com/in/richfcarlton/), President at Aunalytics (http://aunalytics.com), told us, financial brands need to stop putting their data solely in the hands of their IT departments and start asking the big question. What business problem are you trying to solve? In this episode, Rich shares his innovative thoughts on data and analytics in finance and how banks and credit unions can forge the process into a personalized customer experience. Join us as we discuss: - The need to build a data pipeline early in the transformation process (3:51) - The dangers in spending too much time building instead of acting (17:57) - Competitive advantage in owning versus renting data capabilities (25:24) Check out these resources we mentioned during the podcast: - Aunalytics (http://aunalytics.com) You can find this interview 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/show/6ml7uCQ7HoVvWTYUNpdUfS), or here (https://www.digitalgrowth.com/podcast). Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.
31min | Published on March 21, 2023
281) Lending Growth: Find the Sweet Spot in Culture and Automation
Despite mountains of data at their disposal, banks and credit unions constantly fumble lending growth opportunities. Gary Lewis (https://www.linkedin.com/in/gary-lewis-466b148/), Managing Director of Lending & Deposit Solutions at Jack Henry & Associates (https://www.jackhenry.com/), believes it’s because many financial institutions have forgotten an important part of the customer journey. That credit is an art, not a science. If financial brands want to maximize their loan portfolios, they have to balance culture and automation to paint a clear picture for their customers. Join us as we discuss: - Transforming perspective in a data-driven space (7:02) - Empowering small businesses with proactive lending (15:30) - Why customer service is not a differentiator for your brand (22:30) Check out these resources we mentioned during the podcast: - garylewis@jackhenry.com (mailto:garylewis@jackhenry.com) - Jack Henry & Associates (https://www.jackhenry.com/) You can find this interview 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/show/6ml7uCQ7HoVvWTYUNpdUfS), or here (https://www.digitalgrowth.com/podcast). Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.
29min | Published on March 20, 2023
280) The Magic in Machine Learning: Augment Your Lending and Compliance Processes
Machine learning has a tenuous reputation among many financial leaders, be it from fear of negative social impact or regulatory risk. But Tyler Barron (https://www.linkedin.com/in/tylerbarroncro/), Chief Revenue Officer at Encapture (https://encapture.com/), argues that AI’s potential to remove friction points in the lending experience is too great to ignore. Tyler gives us his unique perspective on machine learning and how financial brands can utilize intelligence document automation to free their compliance teams from the mundane. Join us as we discuss: - Misconceptions around machine learning and its limitations (4:09) - How AI removes friction in the employee and customer experiences (22:10) - Why financial brands should adopt automation in bite-sized chunks (26:45) Check out these resources we mentioned during the podcast: - Tyler Barron (https://www.linkedin.com/in/tylerbarroncro/) - Encapture (https://encapture.com/) You can find this interview 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/show/6ml7uCQ7HoVvWTYUNpdUfS), or here (https://www.digitalgrowth.com/podcast). Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.
37min | Published on March 14, 2023
279) Happiness Works: The Importance of Narrative Storytelling in the Age of AI
Narrative storytelling for your financial institution or fintech is about framing perspective. Words are an outward expression of our thoughts and feelings, so they hold tremendous power over how our customers and employees perceive us. Angela Moonan (https://www.linkedin.com/in/angelamoonan/), CEO of consultancy Angela Moonan, LLC (https://www.angelamoonan.com/), believes choosing the right words to tell your brand’s story can move mountains for your business. It starts with deciding what kind of story you want your narrative to be. Angela tells us why the potential for narrative storytelling can save the human connection in finance as we enter the Age of AI. Join us as we discuss: - Why it’s hard for financial leaders to hit pause (11:21) - Finding the “why” in your storytelling narrative (20:00) - The power of words and defining your archetype (27:52) Check out these resources we mentioned during the podcast: - bloom@angelamoonan.com (mailto:bloom@angelamoonan.com) - Angela Moonan, LLC (https://www.angelamoonan.com/) - The Complete Works of Florence Scovel Shinn (https://www.amazon.com/Complete-Works-Florence-Scovel-Shinn/dp/B01MQIM0L9) You can find this interview 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/show/6ml7uCQ7HoVvWTYUNpdUfS), or here (https://www.digitalgrowth.com/podcast). Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.
39min | Published on March 13, 2023
278) Direct Mail Marketing: Why the Mailbox is the New Inbox
Direct mail marketing may feel nostalgic to some. Yet, in a digital world dominated by social media and mobile technology, direct mail is still a reliable channel that delivers point-blank engagement with consumers. As David Fink (https://www.linkedin.com/in/davidlfink/), CEO and Co-founder at Postie (https://postie.com/), put it, direct mail puts control of your financial brand’s narrative back in your hands. David tells us how direct mail marketing can be used to proactively educate customers and lay the foundation for your brand’s story. Join us as we discuss: - Why financial leaders often get stuck in the present moment (4:50) - Direct mail marketing’s transformation in the digital age (17:10) - How you can leverage direct mail in customer engagement (26:13) Check out these resources we mentioned during the podcast: - David Fink (https://www.linkedin.com/in/davidlfink/) - Postie (https://postie.com/) You can find this interview 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/show/6ml7uCQ7HoVvWTYUNpdUfS), or here (https://www.digitalgrowth.com/podcast). Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.
39min | Published on March 7, 2023
277) Embedded Finance and Fintech: Provide a Frictionless Delight
Despite all the buzz around embedded finance and fintech, traditional ways of thinking still find a way to contradict innovation. Part of the problem is a knowledge gap among financial leaders: they know fintech is the future of the industry, but they don’t truly understand what that means. Joe Keeley (https://www.linkedin.com/in/joekeeley/), CEO and Co-founder at Justifi (https://www.justifi.ai/), believes if these companies want to harness the power of embedded finance and pivot into fintech, they have to change their perspective — fast. Joe gives us an inside peek at the current state of payment platforms and why many of them are trying to find value in all the wrong places. Join us as we discuss: - The need for a widespread mindset shift toward fintech (4:34) - Inefficient data collection processes in traditional banks (10:22) - Optimizing payment platforms and expanding services (17:14) Check out these resources we mentioned during the podcast: - Joe Keeley (https://www.linkedin.com/in/joekeeley/) - Justifi (https://www.justifi.ai/) You can find this interview 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/show/6ml7uCQ7HoVvWTYUNpdUfS), or here (https://www.digitalgrowth.com/podcast). Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.
39min | Published on March 6, 2023
276) Digital Onboarding: Communication Keeps Customers
Digital onboarding, or lack thereof, is often an afterthought as financial brands chase new account applications. However, can banks and credit unions really label a fresh account as a win if all it does is collect cobwebs? Laurie McLachlan (https://www.linkedin.com/in/lauriemclachlan/), CMO at Digital Onboarding, Inc. (https://www.digitalonboarding.com/), thinks financial brands have an abandonment problem, and they won’t be able to fix it until they step back and accept it. Laurie argues that throwing more information at account holders won’t cure attrition unless institutions help their clients understand it. Join us as we discuss: - Why most official account abandonment numbers are fickle (6:53) - The difference between communicating and helping (16:23) - How referral programs help build better relationships (32:17) Check out these resources we mentioned during the podcast: - laurie@digitalonboarding.com (mailto:laurie@digitalonboarding.com) - Laurie McLachlan (https://www.linkedin.com/in/lauriemclachlan/) - Digital Onboarding, Inc. (https://www.digitalonboarding.com/) You can find this interview 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/show/6ml7uCQ7HoVvWTYUNpdUfS), or here (https://www.digitalgrowth.com/podcast). Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.
39min | Published on February 28, 2023
275) Why Community Financial Brands Are Falling Behind: The Danger of the Status Quo
Community financial brands coasted for decades on a positive reputation built on trust. Consumers believed that these banks and credit unions had their best interests at heart, but the rapid rise of fintechs has put these brands on notice. Now, many of those same customers worry that smaller institutions may not have what it takes to keep up with digital innovation. Gabe Krajicek (https://www.linkedin.com/in/gmkrajicek/), CEO of Kasasa (https://www.kasasa.com/offer-kasasa), tells us how community FIs can shed this technology lag misconception and become local leaders in transformation. Join us as we discuss: - How community institutions are mistaking understanding for feeling (5:19) - Alternative routes for community brand and fintech collaborations (13:01) - Why AI will never replace the human connection (26:02) Check out these resources we mentioned during the podcast: - Gabe Krajicek (https://www.linkedin.com/in/gmkrajicek/) - Kasasa (https://www.kasasa.com/offer-kasasa) You can find this interview 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/show/6ml7uCQ7HoVvWTYUNpdUfS), or here (https://www.digitalgrowth.com/podcast). Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.
34min | Published on February 27, 2023
274) Finding the Cure for Workaholism — Personal Transformation From the Inside Out
Personal transformation means different things to different people. Still, one thing remains constant: if one wishes to transform, one must be willing to change. If we’re unwilling to address our self-destructive patterns and behaviors, our mental health will become a victim of complacency. If we want to transform ourselves and our teams, we must first cure our mindset. Peggy Van de Plassche (https://www.linkedin.com/in/peggy-van-de-plassche/), mental health advocate and author of Paris, Mushrooms, and Me (https://peggyvandeplassche.com/), shares her transformation journey and why psychedelic drugs could be your self-care solution. Join us as we discuss: - Why we must transform organizations from the inside out (3:26) - The messiness of personal growth and workaholism (10:06) - Contextual truth and the psychedelic stigma (22:29) Check out these resources we mentioned during the podcast: Peggy Van de Plassche (https://www.linkedin.com/in/peggy-van-de-plassche/) Peggyvandeplassche.com (https://peggyvandeplassche.com/) You can find this interview 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/show/6ml7uCQ7HoVvWTYUNpdUfS), or here (https://www.digitalgrowth.com/podcast). Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.
39min | Published on February 21, 2023

1…18 19 20 21 22…48