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

213) #ExponentialInsights - Banking as a Service: Optimizing Your Product
By bringing value through the right technological channels, banks can generate a clear vision for their customer service goals - that’s digital transformation. I talked with John Dangoia (https://www.linkedin.com/in/john-dangoia-0342932/), Vice President Head of Product Management US and Europe at Infosys Finacle (https://www.edgeverve.com/finacle/), about the present and future of banking as a service. Whether through investments in omnichannel platforms or focus on differentiation, banking as a service is starting to take shape. Join us as we discuss: - Current trends in regard to banking as a service (6:10) - What is holding financial brands back from digital transformation (10:07) - How financial leaders deal with exponential change (23:32) Check out these resources we mentioned during the podcast: - Leaping Forward: Scaling Digital Innovation in Corporate Banking Report (https://www.edgeverve.com/finacle/wp-content//uploads/2022/01/Infosys-Finacle-Banking-Trends-2022.pdf) - John Dangoia (https://www.linkedin.com/in/john-dangoia-0342932/) - Infosys Finacle (https://www.edgeverve.com/finacle/) 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 July 25, 2022
212) #DigitalGrowthJourneys: Bringing People Along Through Purpose-Driven Change
Digital transformation doesn’t happen overnight. It can be a long journey fraught with conflict and fear of the unknown. But strong leadership and purpose can bring people along through exponential change. Frank Chisholm (https://www.linkedin.com/in/frankachisholm/), Director of Brand and Marketing at Kindred Credit Union (https://www.kindredcu.com/), joins me to talk about the digital growth that he and his team have achieved through purpose-driven values. By openly addressing the root of change, transformation becomes a sustainable mindset for growth. Join us as we discuss: - Purpose-driven values in financial services (2:51) - Managing exponential change on a personal and team level (13:46) - Being emotionally vulnerable in an analytical industry (18:52) Check out these resources we mentioned during the podcast: - Frank Chisholm (https://www.linkedin.com/in/frankachisholm/) - Kindred Credit Union (https://www.kindredcu.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.
40min | Published on July 19, 2022
211) #GameChangers: An Ambassador for the Brand - What’s Next for Digital Marketing?
Technology is changing so rapidly that it can be difficult to find time to pause and catch a breath. The fast-paced world of marketing and sales can be especially vulnerable to roadblocks and challenges that come with the evolution of digital. As a former customer relationship manager, Jelaire Grillo (https://www.linkedin.com/in/jelairegrillo/) has been at the frontline of marketing and sales for a decade. Now the Brand Ambassador for Prosperity Home Mortgage (https://www.phmloans.com/), Jelaire is spreading the word about the products and programs her company offers. In this episode, Jelaire joins me to talk about the transformation she’s witnessed in marketing over the last few years and what excites her about the future. Join us as we discuss: - Advancements in marketing technology over the last few years (5:18) - How collaboration with certain tech has changed the game (12:36) - Automation and its role in marketing and sales (22:08) Check out these resources we mentioned during the podcast: - Jelaire Grillo (https://www.linkedin.com/in/jelairegrillo/) - Prosperity Home Mortgage (https://www.phmloans.com/) - Total Expert (https://totalexpert.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 July 18, 2022
210) #InsideDigitalGrowth: The Exponential Growth Curve of Voice Banking
With the rise of mobile banking, voice banking has taken a backseat. Many banks still use an outdated touch-tone model for their customers’ voice banking needs. Yet, I believe voice banking is primed to take a great leap forward in optimizing customer engagement. We’ve seen tremendous strides in AI voice recognition technology over the last decade. Soon, your voice banking experience may be no different than talking with a teller. In this episode of our Inside Digital Growth series, I dive into the digital mailbag and answer several burning questions you have about voice banking. Join us as we discuss: - What voice banking means for FIs and how it can help them grow (1:25) - Concerns you should think about centered around voice banking (9:02) - How voice banking aligns with KYC (‘Know Your Customer’) (13:42) Check out these resources we mentioned during the podcast: - Text your questions to James Robert at 415-579-3002 - James Robert Lay (https://www.linkedin.com/in/jrwlay/) 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.
22min | Published on July 12, 2022
209) #BehindtheCover: Maximize Your Onboarding and Never Lose a Customer Again
Audrey Cannata (https://www.linkedin.com/in/audrey-cannata-6784191a1/) joins me once again to continue our Behind the Cover series. In this episode, we discuss Joey Coleman’s book Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days (https://joeycoleman.com/book/). So many financial brands are built around customer acquisition that they end up neglecting the experience of their legacy clients. But by taking a proactive approach, banks and credit unions can maximize customer retention. Join us as we discuss: - The conflict of customer acquisition versus retention (7:38) - The difference between customer service and the customer experience (19:41) - How financial services can invest in the customer experience (30:47) Check out these resources we mentioned during the podcast: - Audrey Cannata (https://www.linkedin.com/in/audrey-cannata-6784191a1/) - Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days (https://joeycoleman.com/book/) by Joey Coleman (https://www.linkedin.com/in/joeycoleman1/) 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?si=d4755d6409f24fad), 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 July 11, 2022
208) #GameChangers - Rediscovering the Lost Art of Customer Onboarding
We’ve all been there - after opening an account with a new bank or credit union, you never hear a peep from them. Why aren’t financial institutions more proactive with their customer onboarding? I’m joined by J.J. Slygh (https://www.linkedin.com/in/jjslygh/), Principal Product Marketer at Total Expert (https://totalexpert.com/), to talk about why so many FIs fail to make their new customers feel welcome. Communication is the key to deepening relationships, but a lot of financial brands can do better. Join us as we discuss: - Missed opportunities for deepening relationships with customers (6:11) - Cross-helping your customers rather than cross-selling (15:47) - Using customer data to help with proactive outreach (25:32) Check out these resources we mentioned during the podcast: - J.J. Slygh (https://www.linkedin.com/in/jjslygh/) - Total Expert (https://totalexpert.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/episode/3DS40kGDVBSIodUfGTbvWI), 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 July 5, 2022
207) #ExponentialInsights : The Leap From Hunch to Hypothesis Through Automation
A lot of people get anxious when they hear the word ‘automation’ in corporate-speak, sparking a dystopian vision of robots and computers replacing humans at work. But my guest, Glenn Hopper (https://www.linkedin.com/in/gbhopperiii/), believes that machine learning is simply another tool that can take financial brands to the next level. The CFO at Sandline Global (https://sandlineglobal.com/) and author of Deep Finance: Corporate Finance in the Information Age argues that proper checks and balances can usher banks and credit unions into digital transformation with AI automation. Join us as we discuss: - Potential roadblocks and dangers of using machine learning (8:20) - How to avoid being held hostage by AI automation (17:36) - Splitting time on the present versus future focus through data (24:33) Check out these resources we mentioned during the podcast: - Glenn Hopper (https://www.linkedin.com/in/gbhopperiii/) - Find Glenn’s book, Deep Finance: Corporate Finance in the Information Age, on Amazon (https://www.amazon.com/Deep-Finance-Corporate-Information-Age/dp/1637350279/ref=sr_1_1?crid=1T8Z2SWEBRPH6&keywords=deep+finance+corporate+finance+in+the+information+age&qid=1656016081&sprefix=deep+financ%2Caps%2C127&sr=8-1) 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/episode/3DS40kGDVBSIodUfGTbvWI), 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 July 4, 2022
206) #InsideDigitalGrowth - Third-Party Data: A Future Without Cookies
With Google intending to phase cookies out of their browser later this year, marketing teams are scrambling to fill the void that the loss of third-party data will leave behind. Plenty of first-party data-mining options are at our disposal; you just need to look in the right places. In this episode of our Inside Digital Growth series, I answer questions about third-party data and share insight on how your financial brand can successfully transition away from it. Join us as we discuss: - What dwindling accessibility of third-party data means for banks (5:48) - How financial brands can transition away from third-party data (8:31) - New data-mining opportunities FIs should be looking for (13:15) Check out these resources we mentioned during the podcast: - Text your questions to James Robert at 415-579-3002 - James Robert Lay (https://www.linkedin.com/in/jrwlay/) 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/episode/3DS40kGDVBSIodUfGTbvWI), 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.
16min | Published on June 28, 2022
205) #InsideDigitalGrowth - Competitive Intelligence: What’s the Beat on the Digital Street?
With mountains of data at their disposal, financial brands already have what they need to gain real-time insight and strategic foresight into their customer’s needs. That is the power of competitive intelligence. In this episode of our Inside Digital Growth series, I address your questions about competitive intelligence. You, too, can use it to empower your teams to get in touch with the ‘beat on the digital street.’ Join us as we discuss: - Why social monitoring tools are not creepy but cutting-edge (4:22) - Enhancing relationships with existing business customers (8:18) - How to use social listening tools to find new prospects (10:42) Check out these resources we mentioned during the podcast: - Text your questions to James Robert at 415-579-3002 - James Robert Lay (https://www.linkedin.com/in/jrwlay/) 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/episode/3DS40kGDVBSIodUfGTbvWI), 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.
17min | Published on June 27, 2022
204) #ExponentialInsights - Aligning With the Digital Experience Problem
Financial brands are becoming self-aware of their need to embrace digital, but a vast majority of them still feel they’re falling behind. Craig McLaughlin (https://www.linkedin.com/in/mclaughlincraig/), Chief Executive Officer at Finalytics.ai (https://finalytics.ai/), feels they missed a golden opportunity during the pandemic by failing to ready themselves for digital transformation. The data they need to reach the next stage of digital growth is right at their fingertips; they simply need to leverage it. Join us as we discuss: - Findings from Finalytics’ 2022 Credit Union Digital Maturity Index Report (https://info.finalytics.ai/l/889693/2022-03-02/3dqh7k) (1:46) - Opportunities to empower change and align culture (15:46) - Bridging the knowledge gap with training and education (26:38) Check out these resources we mentioned during the podcast: - Craig McLaughlin (https://www.linkedin.com/in/mclaughlincraig/) - Finalytics.ai (https://finalytics.ai/) 2022 Credit Union Digital Maturity Index Report (https://info.finalytics.ai/l/889693/2022-03-02/3dqh7k) 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/episode/3DS40kGDVBSIodUfGTbvWI), 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 June 21, 2022

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