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

183) #ExponentialInsights - Connecting Through Cameras: The Visual Sale
COVID changed the game by forcing companies to adapt. Social distancing forced them to turn to video calls overnight. Over the last two years, business through a camera has been booming. Yet the detached medium of email still dominates professional connections. My guest, Marcus Sheridan (https://www.linkedin.com/in/marcussheridan/), believes that video should not only be normal but the standard for electronic communication going forward. We hit on several points from his latest book, The Visual Sale (https://www.impactplus.com/the-visual-sale), discussing the future of video in digital growth and the art of selling through a lens. This episode paints a future that puts personalization at the forefront through video. Join us as we discuss: - The pros of connecting with clients over a camera - Some ‘dos and don’ts’ for video calls - Why video is critical to the future of sales growth Check out these resources we mentioned during the podcast: - Marcus Sheridan (https://www.linkedin.com/in/marcussheridan/) - marcus@marcussheridan.com (mailto:marcus@marcussheridan.com) - thevisualsale.com (https://www.impactplus.com/the-visual-sale) 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=b9c38be5b33642a7), 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 April 11, 2022
182) #NewStartsNow - Depositing Ideas in the Innovation Jar
Transformation in the financial sector isn’t all about technology. Creativity and collaboration on a basic human level are key to innovation. Taking risks can be intimidating, but surrounding yourself with people you trust can ease that fear. I talked about this with Jody Guetter (https://www.linkedin.com/in/jody-guetter-cfmp-792060138/), Executive VP of Market Innovation for Nymbus Labs, a strategic marketing and innovation unit of Nymbus (https://www.linkedin.com/company/nymbus/). In this episode, we discuss how intentional interaction is crucial to generating new ideas in the marketplace. Jody and I also share our insights into how we keep our own minds healthy and productive. Join us as we discuss: The importance of collaboration for innovation Why vulnerability and trust among your team matters How to avoid the roadblock of complacency Check out these resources we mentioned during the podcast: Jody Guetter (https://www.linkedin.com/in/jody-guetter-cfmp-792060138/) jguetter@nymbus.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?si=1aa16d0ad9e24389), 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.
47min | Published on April 5, 2022
181) #ExponentialInsights - Banking AI: Humanizing the Exceptional
Banking institutions have compiled mountains of data on their consumers. So, why aren’t they using it to serve their customers better? The leading cause of personal anxiety in America is financial stress. Banking AI like the EmpathyEngine uses financial organizations’ information to pinpoint the needs of their consumer base and help alleviate uncertainty. Today, I’m speaking with Blair Gatchel (https://www.linkedin.com/in/blairgatchel/), VP of Sales and Growth at Bond.AI (https://www.linkedin.com/company/bond.ai/), to discuss the role of AI in nurturing people’s financial health through empathy. In this episode, we explore the future of data analysis in banking through augmented learning. Join us as we discuss: The role AI plays in interpreting customer finances How financial stress impacts personal well-being How empathy is vital to understanding and helping meet the needs of consumers through data analysis Check out these resources we mentioned during the podcast: Blair Gatchel (https://www.linkedin.com/in/blairgatchel/) Blair@bond.ai (mailto:blaire@bond.ai) Bond.AI (https://www.bond.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/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.
37min | Published on April 4, 2022
180) #ExponentialInsights - The Year of Small Giants: Valuing Organizational Excellence over Scale
A note for employees that have worked for an organization for an extended period of time: Customers don’t have the same expertise as you do within your company. They don’t know the latest deals, discounts, or bundling that you know off the top of your head. It’s why it’s so important to engage with customers. Otherwise you’re missing out on the opportunity to provide additional solutions your consumers aren't aware they need. And Patti Mara (https://www.linkedin.com/in/pattimara/), Author of UpSolutions - Turning Your Teams into Heroes and Customers into Raving Fans at Maranet Inc. (https://www.linkedin.com/company/maranet-inc./), is here to share her knowledge of customer excellence. Join us as we discuss: Launching a book & focusing on helping the customer Expansion opportunities for the deal listeners What it means to up-solution The role internal teams play & intrapreneurship 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.
39min | Published on March 29, 2022
179) #ExponentialInsights - How to Teach Kids Sound Financial Habits
After graduating from high school, most schools have taught us what the insides of a frog looks like or that mitochondria is the powerhouse of the cell… But how many teach taxes or investment strategies? For Chad Willardson (https://www.linkedin.com/in/chadwillardson), Founder and President at Pacific Capital (https://www.pacificcapital.com/) and author of Smart, Not Spoiled (https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM), sound financial habits begin early — and the financial brands who help kids learn are poised to gain loyal, life-long customers. Join us as we discuss: The challenges parents face when teaching financial literacy The best ways to inculcate sound financial habits in kids Why learning to earn is as important as learning to manage money 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.
29min | Published on March 28, 2022
178) #ExponentialInsights - A Guide to Becoming Digitally Driven
Most businesses today need dramatic digital transformation in order to continue to be successful. They may have adapted to e-commerce, but they aren’t truly digitally driven. Howard Tiersky (https://www.linkedin.com/in/tiersky/), CEO at FROM, The Digital Transformation Agency (https://www.from.digital/), joins the show to share lessons from his latest book, Winning Digital Customers (https://www.amazon.com/Winning-Digital-Customers-Antidote-Irrelevance/dp/1734558539), about overcoming enterprise resistance to digital transformation. Join us as we discuss: What went awry with Toys“R”Us The 3 stages of digital evolution Tips for overcoming disruption caused by transformation Check out these resources we mentioned: Winning Digital Customers (https://www.amazon.com/Winning-Digital-Customers-Antidote-Irrelevance/dp/1734558539) by Howard Tiersky What the Bible Teaches About Digital Transformation (https://medium.com/@tiersky/what-the-bible-teaches-about-digital-transformation-ed90a70aa3fd) 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.
50min | Published on March 22, 2022
177) #Exponential Insights - Digital Transformation Begins with Purpose
You look at your digital strategy and think: We have a clarity problem. To solve it? Choose one area of massive opportunity where you can deliver on your brand promise. Today, Baron Conway (https://www.linkedin.com/in/baronconway/), SVP, Head of Digital and Product Management at NuVision Federal Credit Union (https://nuvisionfederal.com/), joins the show to explain how to implement digital transformation in bite-sized chunks and why success means understanding your organizational purpose. Join us as we discuss: Why digital transformation is so closely linked to purpose Implementing digital change in small, manageable stages The role of teamwork and collaboration in digital transformation Why courage and listening to the customer are essential 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.
44min | Published on March 21, 2022
176) #Exponential Insights - Behind the Scenes of the Digital Growth Institute
After having such a good conversation the first time around, I have my wife, Delena Lay back on the show to flip the script. She’s asking me about the trends, lessons, and patterns I’ve seen in finance over the past 20 years; and, ultimately, how my stories can help your brand. Join us as we discuss: James Robert’s younger years & what’s going well in 2022 The most energizing projects & biggest lessons of the present Looking 20 years to the future Letting go to grow personally & professionally 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.
48min | Published on March 17, 2022
175) #ExponentialInsights - From Impressed to Obsessed: Why You Need to Invest in Customer Experience
Companies subject their customers to unthinkable indignities every day. It’s time to inject more humanity into our interactions with our customers. It’s time to imbue our interactions with more emotional resonance. It’s time to improve the customer experience. That’s why I’m talking to Jon Picoult (https://www.linkedin.com/in/jon-picoult-7655777/), Founder & Principal at Watermark Consulting (https://watermarkconsult.net/). He literally wrote the book on it — From Impressed to Obsessed: 12 Principles for Turning Customers and Employees into Lifelong Fans (http://impressed2obsessed.com/). In this episode, we delve into the nitty gritty of acing the customer experience. Join us as we discuss: The difference between customer service and customer experience How positive employee experience leads to positive customer experience How to make the case for investing in customer experience The importance of creating peaks and valleys and finishing strong Check out these resources we mentioned during the podcast: JonPicoult.com (https://www.jonpicoult.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.
44min | Published on March 14, 2022
174) #ExponentialInsights - Innovation: Common Ground for Financial Brands & Fintechs
Future growth begins with new ideas. It begins with taking new insights and turning them into transformational action. Another word for it: Innovation. That’s something my guest, Andrew Witherbee (https://www.linkedin.com/in/andrewwitherbee/), CEO at Engage Partners Group (https://www.engagepartnersgroup.com/), has been talking about a lot recently—specifically in relation to how financial brands and fintechs can find more innovative ways of working together. In this episode, he tells me what’s new in that world. Join us as we discuss: Top trends in fintech and financial brand partnerships Interesting things fintechs are doing from a B2B tech standpoint How to inspire a culture that values innovation Advice for the RFP process with fintechs Check out these resources we mentioned during the podcast: Humanocracy (https://www.humanocracy.com/) Open Strategy: Mastering Disruption from Outside the C-Suite (https://mitpress.mit.edu/books/open-strategy) Ep. 69: Why Exponential Technologies Demand Exponential Teamwork w/ Dan Sullivan (https://www.digitalgrowth.com/podcast/banks-and-credit-unions-technology-teamwork-exponential-growth) 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.
32min | Published on March 9, 2022

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