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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481 episodes

238) #InsideDigitalGrowth - Strategic Planning: A Prescription for Common People Problems
COVID shattered our perception of predictability in strategic planning. As we boldly move forward into a post-COVID future, many financial brands have raised questions about the strategic planning mindset. In this episode of our Inside Digital Growth series, we answer questions from you, our dear listeners, about the future of strategic planning going into and beyond 2023. Join us as we discuss: - Top priorities for credit unions and banks as they plan for the future (12:19) - Measuring progress and outcomes after your plan is set in motion (26:38) - The economy’s current state and its impact on future strategy (34:50) Check out these resources we mentioned during the podcast: - Text your questions to James Robert at 415-579-3002 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 October 18, 2022
237) #ExponentialInsights - Financial Therapy: Dispelling the Myths Behind the Money Taboo
With 85 percent of Americans dealing with financial stress, the mental health connection to money is becoming more acknowledged each day. Now, the worlds of psychology and finance have come together to create the science of financial therapy. Dr. Megan McCoy (https://www.linkedin.com/in/megan-mccoy-phd/), licensed Marriage and Family Therapist, certified Financial Therapist, Assistant Professor of Practice, Director of Financial Planning Master’s program, and accredited Financial Counselor at Kansas State University (https://www.k-state.edu/), shares how financial therapy can lift people out of money-related anxiety. Join us as we discuss: How the money taboo impacts financial stress (7:53) The impostor syndrome plaguing financial professionals (15:11) Establishing and expanding financial therapy practices (24:04) Check out these resources we mentioned during the podcast: Financial Therapy Association - https://financialtherapyassociation.org/ The Psychology of Financial Planning - https://www.cfp.net/knowledge/psychology-of-financial-planning Get Beyond Money - Tropical FCU -https://getbeyondmoney.tropicalfcu.com/ Dr. Megan McCoy - https://www.linkedin.com/in/megan-mccoy-phd/ meganmccoy@ksupeeredu You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. 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 October 17, 2022
236) #BehindTheCover - Eat That Frog!: Proactively Defeating Procrastination
Despite so much promising technology in this age of AI, many people feel busier than ever before. But is our busyness a product of workload or simply poor time management? In this episode of our Behind the Cover series, Audrey Cannata (https://www.linkedin.com/in/audrey-cannata-6784191a1/), Operations Lead at the Digital Growth Institute, joins me to discuss Brian Tracy’s memoir on procrastination: Eat That Frog! Join us as we discuss: - Prioritizing our time investments (6:14) - Developing a sense of urgency in how we spend our energy (27:52) - Measuring progress through micro-tasking (34:48) Check out these resources we mentioned during the podcast: - Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time - https://www.amazon.com/Eat-That-Frog-Great-Procrastinating/dp/162656941X - Audrey Cannata - Text your book recommendations to 415-579-3002 You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or at DigitalGrowth.com. 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 October 11, 2022
235) #ExponentialInsights - Customer Driven Leadership: The Accountability Scorecard
Customer-driven leadership empowers teams to serve their clients better, both internally and externally. But what does that holistic model look like for financial services in this digital age of AI? Daniel Hammond (https://www.linkedin.com/in/daniel-l-hammond/), Managing Partner at Customer Driven Leadership LLC ( https://www.linkedin.com/company/customer-driven-leadership-llc/about/) and author of Customer Driven Leadership (https://www.customerdrivenleadership.co/) told us how this thinking can transform your organization. Join us as we discuss: - What can prevent servant leadership from taking hold (11:10) - Why leaders get offended when flipping the organizational chart (18:58) - Short-term versus long-term planning and development (26:40) Check out these resources we mentioned during the podcast: - Daniel Hammond -https://www.linkedin.com/in/daniel-l-hammond/ - Customer Driven Leadership - https://www.customerdrivenleadership.co/ You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or at digitalgrowth.com. 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 October 10, 2022
234) #ExponentialInsights - How to Think Like a Brand, Not a Bank - Part2
Part 2 of our conversation with Allison Netzer (https://www.linkedin.com/in/allison-netzer-1b98335/) , Chief Marketing and Strategy Officer at NYMBUS (https://www.nymbus.com/). Allison shares more valuable insight on branding as we explore the last three points in her book, Think Like a Brand, Not a Bank. Join us as we discuss: How financial brands can “queue the remix” by recycling old ideas (3:55 Making your mission statement your product (14:40) The WeightWatchers and Microsoft brand transformations (24:50) Check out these resources we mentioned during the podcast: Think Like a Brand, Not a Bank (https://thinklikeabrandbook.com/) You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. 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 October 4, 2022
233) #ExponentialInsights - How to Think Like a Brand, Not a Bank - Part 1
Banks have a branding problem. Too often, their offerings aren’t in line with customer expectations. It’s time for financial institutions to step out of their comfort zones and embrace the tension that comes with positive change. Allison Netzer (https://www.linkedin.com/in/allison-netzer-1b98335/), Chief Marketing and Strategy Officer at NYMBUS (https://www.nymbus.com/) and coauthor of Think Like a Brand, Not a Bank, joined us to talk about the branding mindset in banking. Join us as we discuss: - Data trends in financial services branding (6:25) - Why a disciplined branding mindset matters (12:32) - How financial brands can navigate tension with confidence (23:32) Check out these resources we mentioned during the podcast: - Kantar BrandZ study - https://www.kantar.com/campaigns/brandz - Think Like a Brand, Not a Bank - https://thinklikeabrandbook.com/ You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. 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 October 3, 2022
232) #ExponentialInsights: Customer Loyalty in Finance - Keeping Score with Apex
Many financial institutions have lost the emotional connection with their clients, so some of the brightest minds in the industry have started keeping score. Marc Whitehead (https://www.linkedin.com/in/marc-whitehead-9a37246/) and Nick Bond (https://www.linkedin.com/in/nick-bond-9236953/), co-founders of Emotive Technologies and The Apex Scoring System (https://www.apexscore.ai/), spoke with us about what they found in their 2022 U.S. Banking Industry Loyalty Report. Join us as we discuss: What drove Marc and Nick’s team to commission the report (4:34) Emerging patterns throughout customer loyalty in financial services (15:53) How to bridge the emotional gap in customer expectations (23:06) Check out these resources we mentioned during the podcast: - 2022 U.S. Banking Industry Loyalty Report (https://get.apexscore.ai/bankloyalty/) - Apexscore.ai - Marc@apexscore.ai - Nick@apexscore.ai You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or at DigitalGrowth.com. 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 September 27, 2022
231) #ExponentialInsights - Fighting Off Financial Stress with the One-Number Budget
Traditional budget failure is a familiar symptom of the financial stress that burdens 85 percent of Americans. But why do so many people struggle with this everyday household income practice? John Crane (https://www.linkedin.com/in/johncrane/), Founder of Crane Financial LLC (https://www.cranefinancial.com/) and author of The One-Number Budget (https://www.onenumberbudget.com/), joins us to break down the psychology and common pitfalls behind the traditional budget. Join us as we discuss: - The Moneyball connection in financial planning (4:04) - Being the “thief” of your own traditional budget (16:34) - How financial coaching can tie into strengthening budgets (24:40) Check out these resources we mentioned during the podcast: - The One-Number Budget (https://www.onenumberbudget.com/) You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. 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 September 26, 2022
230) #BehindtheCover - The Four Agreements: Transforming Behavior in a Financial Environment
Even in this exciting new digital age of AI, ancient truths can speak to human behavior and mindset. 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 talk about Don Miguel Ruiz’s The Four Agreements. Settle in as we take a moment to disconnect from technology and reconnect with the natural patterns that dictate our actions in both finance and life. Join us as we discuss: Appreciating wisdom from the past in a digital world (10:56) Practical application for each of the Four Agreements (16:25) Takeaways for coaching opportunities for financial brands and fintechs (41:29) Check out these resources we mentioned during the podcast: The Four Agreements (https://www.miguelruiz.com/the-four-agreements) 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 September 20, 2022
229) #ExponentialInsights - Viewing Open Banking Through a Lens of Abundance
As ease of access to big data becomes widespread, open finance is taking over the industry. But what exactly is open finance? And what does its implementation mean for banks, credit unions, fintech, and consumers? Jane Barratt (https://www.linkedin.com/in/janebarratt/), Chief Advocacy Officer at MX, and Anne Legg (https://www.linkedin.com/in/anne-legg/), Founder of THRIVE Strategic Services, both join us to give their valuable insight on open banking and finance. Join us as we discuss: - Opportunities for financial brands to embrace open finance (6:05) - The four dimensions of open finance (16:47) - Thinking about the “who” before the “why” with open finance (34:33) Check out these resources we mentioned during the podcast: -Jane Barratt Twitter (https://twitter.com/Jane_Barratt-Anne) Legg Twitter (https://twitter.com/AnneTHRIVE) -anneleggthrive.com -Jane's St. Jude Fundraiser Link (https://fundraising.stjude.org/site/TR?fr_id=135779&pg=personal&px=7433036) You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or at DigitalGrowth.com. 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 September 19, 2022

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