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

253) A Segment of One: Collaborating in Personalizing the Credit Union Experience
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 (https://www.linkedin.com/in/thomas-p-novak/), VP/Chief Digital Officer at Visions Federal Credit Union (https://www.visionsfcu.org/), Craig McGlaughlin (https://www.linkedin.com/in/mclaughlincraig/), CEO of Finalytics.ai (https://finalytics.ai/), and Mark Ryan (https://www.linkedin.com/in/markwryan/), 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 discuss: - Narrowing focus amidst a multitude of data points (11:16) - Practical shortcuts in personalization for smaller brands (17:54) - How machine learning can help FIs react to customer needs (26:48) Check out these resources we mentioned during the podcast: - Tom Novak (https://www.linkedin.com/in/thomas-p-novak/) - tnovak@visionsfcu.org (mailto:tnovak@visionsfcu.org) - Visions Federal Credit Union (https://www.visionsfcu.org/) - Mark Ryan (https://www.linkedin.com/in/markwryan/) - Craig McGlaughlin (https://www.linkedin.com/in/mclaughlincraig/) - craig@finalytics.ai (mailto:craig@finalytics.ai) - Finalytics.ai (https://finalytics.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.
40min | Published on December 20, 2022
252) Sell Yourself: Having a Sales Plan for Your Personal Brand
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 (https://www.linkedin.com/in/drcindy/) , CEO of Orange Leaf Academy (https://www.orangeleafacademy.com/) and author of Sell Yourself (https://www.sellyourselfbook.com/), 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 tend to sell themselves short (36:07) Check out these resources we mentioned during the podcast: Dr. Cindy (https://drcindy.com/) Sell Yourself: How to Create, Live, and Sell a Powerful Personal Brand (https://www.sellyourselfbook.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.
42min | Published on December 6, 2022
251) The Future of Digital Lending: Alternative Data, Embedded Finance, and Inclusivity
Is the digital lending experience broken?While trying to find a proper balance of human interaction and self-service, many financial brands continue to miss opportunities to improve these transactions. Jeff Keltner (https://www.linkedin.com/in/jeffkeltner/) , Senior Vice President of Business Development at Upstart (https://www.upstart.com/) , tells us how banks and credit unions can streamline their customers’ friction points in the digital lending experience. Join us as we discuss: Balancing human interaction with self-service (4:01) Why financial brands struggle to maximize their data (15:59) How alternative AI data can revolutionize lending (21:51) Check out these resources we mentioned during the podcast: Jeff Keltner (https://www.linkedin.com/in/jeffkeltner/) Upstart (https://www.upstart.com/) Leaders in Lending (https://podcasts.apple.com/us/podcast/leaders-in-lending/id1561389602) 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.
40min | Published on December 5, 2022
250) #ExponentialInsights - Setting the Benchmark for the Customer Experience in Finance
What is experience? At the Digital Growth Institute, we define it as the sum of processes that have been applied and optimized to exude a positive emotional response. But pain points and ill-conceived short-cuts can result in an undesired outcome. In celebration of our 250th episode, we reflect on several brilliant conversations around the subject of the customer experience in finance. Join us as we discuss: The dangers of over-reliance on automation in the Age of AI Why speed is key in benchmarking the customer expeience How your employees are directly tied to the customer experience Check out these resources we mentioned during the podcast: Joey Coleman (https://www.linkedin.com/in/joeycoleman1/) Jay Baer (https://www.linkedin.com/in/jaybaer/) Dan Ginggis (https://www.linkedin.com/in/dangingiss/) Brittany Hodak (https://www.linkedin.com/in/brittanyhodak/) Jon Picoult (https://www.linkedin.com/in/jon-picoult-7655777/) Katherine Regnier (https://www.linkedin.com/in/katherineregnier/) 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 November 29, 2022
249) #ExponentialInsights - The Effortless Experience: Exceeding Your Customer’s Expectations
The traditional customer interaction has steadily evolved in the age of digital customer service. But many age-old frustrations that hinder the consumer experience still plague financial brands. And that’s a problem because customers aren’t loyal to brands - they’re loyal to positive experiences. Rick Delisi (https://www.linkedin.com/in/rick-delisi-1122257/) , Lead Research Analyst at Glia (https://www.glia.com/) and co-author of The Effortless Experience (https://www.amazon.com/Effortless-Experience-Conquering-Battleground-Customer/dp/1591845815), shares how financial brands can get their customers’ loyalty back. Join us as we discuss: Underestimating customer expectations (5:35) Diminishing returns in delighting customers (10:20) Why video is vital to the digital customer experience (28:22) Check out these resources we mentioned during the podcast: Rick Delisi (https://www.linkedin.com/in/rick-delisi-1122257/) Glia (https://www.glia.com/) The Effortless Experience: Conquering the New Battleground for Customer Loyalty (https://www.amazon.com/Effortless-Experience-Conquering-Battleground-Customer/dp/1591845815) Digital Customer Service: Transforming Customer Experience for an On-Screen World (https://www.digitalcustomerservicebook.com/?_ga=2.101393345.1943658795.1668208233-504722256.1668208233) 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 November 28, 2022
248) #ExponentialInsights - Drop Your Ego: Content Marketing and Lead Generation in the Digital Age
Financial brands and fintechs are scrambling to get a piece of the digital lead generation pie on social media platforms. But it’s not enough to be an analytical marketing guru these days. You’d better know how to handle a camera, too. Mark Lachance (https://www.linkedin.com/in/mark-lachance-74902615/) , CEO of Maxy Media (https://maxy.media/) and author of The Lucky Formula (https://marklachance.com/the-lucky-formula-mark-lachance/), tells us how his team is conquering the digital ad space on social media. Join us as we discuss: Digital marketing trends on today’s social media platforms (3:50) The ambiguity of content creation versus promotion (15:30) How “luck” is a force you can stack in your favor (23:29) Check out these resources we mentioned during the podcast: Mark Lachance (https://www.linkedin.com/in/mark-lachance-74902615/) Maxy Media (https://maxy.media/) The Lucky Formula (https://marklachance.com/the-lucky-formula-mark-lachance/) “The Luck Quiz” (http://theluckyformula.com/quiz) 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.
40min | Published on November 22, 2022
247) #ExponentialInsights - Digital Communities: Defying the Social Media Outrage Culture
When people think of digital communities, their thoughts likely turn to social media. But social media is simply a tool, and it’s a tool designed to curate one thing: content. Gina Bianchini (https://www.linkedin.com/in/ginabianchini/) , Founder and CEO of Mighty Networks (https://www.mightynetworks.com/) , tells us how she envisions building future digital communities around culture. Join us as we discuss: A strategic approach to building a digital community (4:33) The hamster wheel of digital content curation (18:38) Conflating social media with authentic digital community culture (30:18) Check out these resources we mentioned during the podcast: Gina Bianchini (https://www.linkedin.com/in/ginabianchini/) Mighty Networks (https://www.mightynetworks.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.
45min | Published on November 21, 2022
246) #ExponentialInsights - Data Strategy: Maximizing Digital Growth for Your Credit Union
Credit unions have a significant opportunity to use data to help and educate their members, yet 70 percent of credit unions don’t have a data strategy. Many executives may point to the monetary cost of implementing such a plan, but what are the hidden costs of ignoring it? Anne Legg (https://www.linkedin.com/in/anne-legg/) , Founder of Thrive Strategic Services (https://www.anneleggthrive.com/) , tells us why more credit unions should implement a data strategy to ease their members’ friction points. Join us as we discuss: The typical timeline for implementing a successful data strategy (14:27) Benchmarking institutional data culture and consumption (20:19) Cost of action versus inaction when budgeting a data strategy (27:44) Check out these resources we mentioned during the podcast: Anne Legg (https://www.linkedin.com/in/anne-legg/) Thrive Strategic Services (https://www.anneleggthrive.com/) Twitter (https://twitter.com/AnneTHRIVE) 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 November 15, 2022
245) #BehindtheCover - The Obstacle Is the Way: Take Back Control of Your Narrative
Life has a way of putting obstacles in our path. But it’s how we choose to overcome those roadblocks that define us. Audrey Cannata (https://www.linkedin.com/in/audrey-cannata-6784191a1/) , Operations Lead at the Digital Growth Institute (https://www.digitalgrowth.com/) , joins me for another episode of our Behind the Cover series as we discuss Ryan Holiday’s The Obstacle Is the Way (http://theobstacleistheway.com/). By applying stoic wisdom, we can transform our account holders’ obstacles into opportunities to help guide them beyond financial pain. Join us as we discuss: Turning financial failure into a learning opportunity (7:09) Applying discipline and persistence to action (27:14) Quantitative versus qualitative investment opportunities (33:52) Check out these resources we mentioned during the podcast: The Obstacle Is the Way (http://theobstacleistheway.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.
52min | Published on November 14, 2022
244) #ExponentialInsights - Beyond Sticky: Moving Past the Commodity of Price
Rather than leveraging their brands for change, banks and credit unions often get stuck in the institutional hamster wheel as opportunities for innovation die in a culture of “sameness.” But by stepping back from their busyness, they can reacquire their objective: creating a value proposition for their customers. Martha Bartlett Piland (https://www.linkedin.com/in/marthab1/) , President at BANKTASTIC (https://banktastic.com/index.php) and author of Beyond Sticky (https://banktastic.com/learn/books#!/~/), tells us how financial brands can overcome their fear of focus and get back into the branding game. Join us as we discuss: Breaking away from the busyness to regain perspective (3:59) Pivoting back to focusing on giving value to your customers (18:22) Taking advantage of comm channels to spread brand awareness (32:22) Check out these resources we mentioned during the podcast: Martha Bartlett Piland (https://www.linkedin.com/in/marthab1/) BANKTASTIC (https://banktastic.com/index.php) Beyond Sticky (https://banktastic.com/learn/books#!/~/) Her-Bank.com (https://her-bank.com/) BankMD.com (https://bankmd.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.
38min | Published on November 8, 2022

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