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

218) #DigitalGrowthJourneys - Neo Banking: Giving the Freelance Community a Financial Home
Finances for freelancers and self-employed business owners are a whole different can of worms compared to the traditional American employee. Keeping track of tax payments and other financial obligations can be overwhelming. Oona Rokyta (https://www.linkedin.com/in/orokyta/) saw a need for a bank that catered to the independent workforce. As CEO and co-founder of Lance.app (https://www.lance.app/), Oona and her team built a niche neo-banking platform that focuses on helping content creators and small business owners. Together, they built a community of collaboration. Join us as we discuss: The inspiration behind starting a bank for the self-employed (5:31) Perspective around the collaboration of community in niche banking (24:54) Coaching as a core competency in financial brands and fintech (33:34) Check out these resources we mentioned during the podcast: - LinkedIn (https://www.linkedin.com/in/orokyta/) - Twitter (https://twitter.com/orokyta) - Oona@Lance.app - Lance.app (https://www.lance.app/) 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 August 9, 2022
217) #ExponentialInsights - Filling the Buckets of Change for Compliance
When you’re presented with B2C legal documents on your phone, how often do you find yourself hitting that “Accept” button without reading a word? Customers are often bombarded by terms and conditions when opening new financial accounts. Yet, compliance documentation delivery through mobile apps can be incredibly clunky. Jordan Ennest (https://www.linkedin.com/in/jbarnet57/), Product Specialist and Counsel for Compliance Systems LLC (https://www.compliancesystems.com/), shared how her team is upgrading the user experience when dealing with fine print. Join us as we discuss: - Common friction points for compliance documentation delivery (3:04) - Roadblocks preventing financial brands from addressing the customer experience (12:59) - Managing exponential change in the digital user experience (17:48) Check out these resources we mentioned during the podcast: - Jordan Ennest (https://www.linkedin.com/in/jbarnet57/) - Compliance Systems LLC (https://www.compliancesystems.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.n Digital Growth Episode 217 - Jordan Ennest Hosted on Ausha. See ausha.co/privacy-policy for more information.
25min | Published on August 8, 2022
216) #DigitalGrowthJourneys - 90 Days to the Peak: Climbing the Mountain of Change
Every journey begins with a simple step. Oftentimes, that step is as simple as finding clarity amidst the chaos. In this episode of our Inside Digital Growth series, one of our dear listeners asks “How can we best plan for future growth in a world that is unpredictable and full of change?” July is the perfect time to assess how 2022 is going for your brand and whether the rest of the year is going to be a period of growth or stagnation for you and your business. Strategic planning as a 90 day process — rather than one that is a 360 day process — is the key to being an agile financial brand in this modern market and we’ll reveal to you the two conversations you need to have with yourself every quarter to better guide your financial brand. Join us as we discuss: - Why optimism is a good thing for financial brands (9:55) - Transforming mindset through the strategic planning process (14:30) - The 90 Day Growth Method Framework(16:45) - A simple approach for gaining clarity into future growth (31:33) Check out these resources we mentioned during the podcast: - Text your questions to James Robert at 415-579-3002 - The 90 Day Growth Method 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). Hosted on Ausha. See ausha.co/privacy-policy for more information.
43min | Published on August 2, 2022
215) #DigitalGrowthJourneys - Give and Grow: Building a Strategy Around Purpose
What has digital growth meant to you, personally and professionally? Everyone’s story is unique, but each lesson learned is an opportunity to help others along the way. I had the pleasure of talking with Cathy Graham (https://www.linkedin.com/in/cathy-graham-277b475/), Executive Vice President of Desert Financial Credit Union (https://www.desertfinancial.com/personal), about her personal transformation as a financial leader. Together, we celebrated a journey driven by a purpose: to give and to grow. Join us as we discuss: Avoiding burnout in an often misplaced pursuit of perfection (7:21) Why training programs are often an early victim of budget cuts (16:37) Maintaining boundaries between personal and professional life (22:05) Check out these resources we mentioned during the podcast: - Cathy Graham (https://www.linkedin.com/in/cathy-graham-277b475/) - Desert Financial Credit Union (https://www.desertfinancial.com/personal) - Chief (https://chief.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 August 1, 2022
214) #Behindthecover - Spinning Small Behaviors into Tiny Habits
Our daily routines are formed through a marriage of habit and behavior. How you choose to develop those patterns can result in a happy union or a rocky relationship. I’m joined once again by my colleague, Audrey Cannata (https://www.linkedin.com/in/audrey-cannata-6784191a1/), Operations Lead at DGI, to review Tiny Habits: The Small Changes That Change Everything (https://tinyhabits.com/book/) by B.J. Fogg (https://www.linkedin.com/in/bjfogg/). In this installment of our Behind the Cover series, we dive into the elements that dictate our habits. A few small changes can drive exponential growth in the behaviors that mold repetition. Join us as we discuss: -The 3 elements that facilitate the development of habits (5:59) - 3 factors that influence behavior (16:50) - Finding clarity in behavior by answering “The Discovery Question” (36:33) Check out these resources we mentioned during the podcast: - Audrey Cannata (https://www.linkedin.com/in/audrey-cannata-6784191a1/) - Tiny Habits: The Small Changes That Change Everything (https://tinyhabits.com/book/) 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.
56min | Published on July 26, 2022
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

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