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.

479 episodes

266) Bridging IQ and EQ: Why Innovation Is Only As Good As Communication
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 (https://www.linkedin.com/in/gregbpalmer/), Vice President of Finovate (https://finovate.com/), 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) - How financial coaching can help consumers understand products (17:08) - Increasing the emotional quotient in fintech applications (24:32) Check out these resources we mentioned during the podcast: - Greg Palmer (https://www.linkedin.com/in/gregbpalmer/) - Finovate (https://finovate.com/) - Finovate Podcast (https://provoke.fm/show/finovate/) 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.
41min | Published on January 24, 2023
265) Stop Banking on Mistakes: Ditching Banking Processes for Outcomes
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 (https://www.linkedin.com/in/mattwallaert/), Founder of BeSci.io (https://besci.io/) and author of Start at the End (https://mattwallaert.com/startattheend/), 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 leaders. Join us as we discuss: - The abstract nature of measuring behavioral science progress (4:42) - Reducing friction points to make banking better for common people (20:28) - Why people need to hope before asking for help (34:20) Check out these resources we mentioned during the podcast: - Matt Wallaert (https://www.linkedin.com/in/mattwallaert/) - Start at the End: How to Build Products that Create Change (https://mattwallaert.com/startattheend/) - BeSci.io (https://besci.io/) 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.
46min | Published on January 23, 2023
264) Help First, Sell Second: A Focus on Helping in Personal Branding
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 (https://www.linkedin.com/in/pattie-ehsaei-a785589/), 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 helping will always trump selling (17:01) - Understanding the value of an hour in building your brand (24:03) Check out these resources we mentioned during the podcast: - Pattie Ehsaei (https://www.linkedin.com/in/pattie-ehsaei-a785589/) LinkedIn - Pattie Ehsaei (https://www.instagram.com/duchessofdecorum/?hl=en) Instagram - Pattie Ehsaei (https://www.tiktok.com/@duchessofdecorum?lang=en) TikTok - Pattie Ehsaei (https://www.pattieehsaei.com/) Website 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.
43min | Published on January 17, 2023
263) Ditching “No, Because” for “Yes, And”: Staying Positive in Uncertain Times
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 (https://www.linkedin.com/in/ericcookmba/), Founder & Chief Mentor of The LinkedBanker (https://www.thelinkedbanker.com/), 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 mindset (9:46) - Valuing progress over perfection in digital innovation (21:21) - ChatGPT and the future of AI toolkits (27:56) Check out these resources we mentioned during the podcast: - Eric Cook (https://www.linkedin.com/in/ericcookmba/) - The LinkedBanker (https://www.thelinkedbanker.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.
44min | Published on January 16, 2023
262) Painting Your Life’s Picture: The Death and Finances Conversation
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 Cisek (https://www.linkedin.com/in/emily-cisek/), CEO & Co-Founder of The Postage (https://thepostage.com/), 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 over transactional ones (16:17) -Breaking through leadership barriers with emotional topics (23:35) Check out these resources we mentioned during the podcast: -Emily Sisik (https://www.linkedin.com/in/emily-cisek/) - The Postage (https://thepostage.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.
35min | Published on January 10, 2023
261) Content is a Conversation: Digital Marketing for Financial Brands and Services
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 (https://www.linkedin.com/in/annawolf/), Owner and CEO of SuperScript Financial Marketing Agency (https://superscriptmarketing.com/), 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 digital marketing play (15:47) - The future of AI writing tools and their place in content marketing (24:18) Check out these resources we mentioned during the podcast: - SuperScript Financial Marketing Agency (https://superscriptmarketing.com/) - Anna Wolf (https://www.linkedin.com/in/annawolf/) 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.
35min | Published on January 9, 2023
260) Optimize and Prioritize: Aligning Your Organization’s Digital Growth Initiatives
Three years ago, Jennifer Poniatowski (https://www.linkedin.com/in/jen-poniatowski-9483a339/), VP of Mortgage Sales at Credit Union 1 (https://www.creditunion1.org/), 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 out their partnership with Total Expert’s CRM platform (12:28) - A proactive strategy of future growth through optimization (26:04) Check out these resources we mentioned during the podcast: - Jennifer Poniatowski (https://www.linkedin.com/in/jen-poniatowski-9483a339/) - Credit Union 1 (https://www.creditunion1.org/) 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.
30min | Published on January 3, 2023
259) Co-Opting Community: Transforming the Indirect Lending Experience
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 (https://www.linkedin.com/in/joeehrhardt/), CEO & Founder of Teslar Software (https://www.teslarsoftware.com/home), 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. If your own executive board can’t do your processes, neither can your customers. Join us as we discuss: - Community banking’s reluctance to offer indirect loans (3:05) - Educating consumers and local businesses on community lending (10:00) - Why financial leaders need to try their digital products (22:09) Check out these resources we mentioned during the podcast: - joe@teslarsoftware.com (mailto:joe@teslarsoftware.com) - Teslar Software (https://www.teslarsoftware.com/home) 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.
27min | Published on January 2, 2023
258) Believe It and Live It: Inspiring Exponential Growth in Your Teams
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 (https://www.linkedin.com/in/marco-santos-gft/), CEO USA & Latin America Region - Grupo GFT (https://www.gft.com/us/en/), 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 will catapult financial brands forward (17:30) - How green coding can reduce exponential energy consumption (31:05) Check out these resources we mentioned during the podcast: - marco.santos@gft.com (mailto:marco.santos@gft.com) - Marco Santos (https://www.linkedin.com/in/marco-santos-gft/) - Grupo GFT (https://www.gft.com/us/en/) 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.
42min | Published on December 27, 2022
257) Phone a Friend: The Necessity of Collaboration in Innovation
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 (https://www.linkedin.com/in/jon-taylor-mba-b48b9656/), CEO at CU Sol (https://cusol.org/), 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 ourselves versus a focus on helping others (11:02) - Why so many innovative ideas are left on the cutting room floor (19:55) Check out these resources we mentioned during the podcast: - Jonathan Taylor (https://www.linkedin.com/in/jon-taylor-mba-b48b9656/) - CU Sol (https://cusol.org/) - CU Safe (https://cusol.org/cu-safe-lending-initiative/) - Bond.AI (https://bond.ai/) - Banking on Experience (https://podcasts.apple.com/us/podcast/banking-on-experience/id1505808264) Podcast Call or text James Robert at 415-579-3002 or Jonathan at 207-653-8559 to collaborate on your innovative ideas 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 December 26, 2022

1…20 21 22 23 24…48