Banking on Digital Growth

The pandemic proved that even the most reluctant among us can find community online when we have to. But are these digital communities here to stay? And how does that affect your financial brand? You’ve got questions and today, I’m speaking with the man with the answers, Ben Pankonin , CEO / Co-Founder at Social Assurance . Join us as we discuss: - How communities have expanded globally, while bec...

In today’s rapidly shifting financial landscape, there is one quality every marketer should cultivate… Continuous learning. Whether that’s learning the ins and outs of the business or becoming the customer expert, if you never stop learning, you never get left behind. In today’s show, I’m speaking with a master of continuous learning, Douglas Burdett , Host of the Marketing Book Podcast, who may j...

The traditional bank has ignored the gig economy at its own peril. When you walk into a branch as a soloprenuer, you have two options for an account: Commercial, or Consumer. Today’s economy defies the binary — and financial brands should, too. That insight comes from the ineffable Raj Bhaskar , Co-founder & CEO at Hurdlr , who joins the show to discuss how the gig economy is shaping the futur...

Everyone says they want to see more financial education… But that will never happen unless we actually start talking openly about money. Everyone has a financial story — it’s time we all told it. That’s what drives Jelaire Grillo , Customer Relationship Manager at Prosperity Home Mortgage , to empower her customers to share Join us as we discuss: - Why we need to overcome the taboo of sharing our...

How can we get financial brands and their leadership teams comfortable with actually opening accounts online? It’s an important question that I’ll be answering in the latest Clarity Calls. And joining me to discuss the answer is the man who asked the question — Eric Cook , Founder & Chief Mentor at The LinkedBanker . In this episode: - The mentality trapping financial brand leaders in the past...

Collaboration isn’t always the easiest thing to do in finance. Through the COVID-19 pandemic, however, we’ve seen enough epiphanies from institutions to know that something is changing. And while internal teams may fear change, educating and empowering them will help to bring future success for your company. We speak with two team members at Nymbus , Renee Newman , Industry Advisory Board Member,...

Collaboration isn’t always the easiest thing to do in finance. Through the COVID-19 pandemic, however, we’ve seen enough epiphanies from institutions to know that something is changing. And while internal teams may fear change, educating and empowering them will help to bring future success for your company. We speak with two team members at Nymbus , Renee Newman , Industry Advisory Board Member,...

Digital alone is not a panacea. In fact, without the human element, digital growth is near-impossible. And the only way to humanize your banking is by delivering better, more-human experiences. Today, I’m joined by Katherine Regnier , CEO and President at Coconut Software , who is all-in on humanizing banking. Join us as we discuss: - How to deliver a more human experience for your customers - The...

In a world that’s changed so much in the past couple of years, one change is good news for those invested in digital growth: Marketers are finally getting a seat at the table and being seen as proactive strategic partners. Today’s guest, Patrick McCarthy, SVP, Head of North America Marketing and MarTech at City National Bank , has seen that change first-hand in his digital growth journey, which he...

Continuing our Celebration of 150 episodes with part 2 of our Author’s best practices join us for outstanding insight from the following guests: The panel: Marcus Sheridan - Keynote Speaker - Marcus Sheridan International, Inc. Ben Hardy - Organizational Psychologist, Hay House Ron Shevlin - Director of Research at Cornerstone Advisors Anne Legg - Faculty Member - Southwest CUNA Management School...

No matter how you slice it, money is stressful. People lose sleep over it and are ashamed to discuss it with friends and family. And this is exactly why we train and educate here on the Banking on Digital Growth podcast: We’re on a mission to help the dear listener overcome financial anxieties to build a better, more comfortable life. On this special 150 episode, we share insights from a panel of...

As the world moves more and more to digital, there is a misconception that partnering with a Fintech or financial brand is a partnership based on survival. That couldn’t be further from the truth. The best partnerships are ones that benefit each member. Today, I’m joined by Allison Netzer , Chief Marketing and Strategy Officer at NYMBUS , and Margaret Hartigan , CEO and Founder at Marstone, Inc ....

Let these numbers frighten you a little bit: -6% of U.S. households are unbankable and 18.7% are underbanked -The payday loan check cashing industry is about $32 billion -9% of bank account holders pay 84% of the $11 billion in annual overdraft fees It’s no wonder that overdrafts are the common enemy that financial brands need to vanquish. In this episode, I speak with Joel Schwartz , Founder &amp...

The pace of change in the financial world we’re seeing today is unprecedented — and the rate of change is only accelerating. For many community banks, it can be hard to keep up… But not for those willing to blaze a new path forward. Today, I’m joined by two trailblazers, Keith Costello , President & CEO, and Kelsey Weaver , Board Member, at Locality Bank , where they are building an innovative...

Why navigate the complexities of alliances and BaaS offerings? Because your customers want simplicity . And with brands and FIs working in concert, you can give your customers a symphony of simplicity. That’s why today’s guest, Sarah Howell , is so passionate about her role as Chief Alliance Officer at NYMBUS : Bringing together both sides of the embedded finance equation, ultimately, makes life s...

Small business owners work harder than anyone — averaging upwards of 60 hours a week. When they need a loan, they don’t want to take time out of their day for a “delightful” customer experience… They want convenience. They just want it to work. It’s something Derek Corcoran , Chief Strategy Officer (CSO) at Numerated , says most banks get wrong by not even offering digital lending. And that’s just...

It’s time to face reality: Banking is not going back to the “good ol’ days.” Whether that means the ‘70s, when customers begged for loans, or a couple years ago when banking was still mostly done in person. And if banks don’t understand that, the only good ol’ days they’ll relive happened about 65 million years ago — when all the other dinosaurs disappeared. Today’s guest, Jack Hubbard , Chief Exp...

Traditional banking institutions are slowly being replaced by other fintech banking solutions and small businesses are taking note. With more options available than ever, business owners are realizing that switching to more efficient banking solutions is as easy as downloading an app. We speak with Renee Newman - Industry Advisory Board Member at Nymbus , Derek Sutton - VP of Marketing at Autobook...

Imagine a football game where every stat is measured flawlessly… except for the ones that tell you the score. How do you tell if your team won? Most marketing teams don’t need to imagine it — they’re playing it. And nobody knows if they’re winning. That’s why Kevin MacNeil , Vice President Accounts at Metric Marketing , is adamant that the first step every financial brand should take to turn their...

How does your financial brand measure cost per acquisition? If it isn’t per funded loan… Well, it’s not telling you what you need to know. In this Clarity Calls episode, I discuss why with Carlo Cardilli , CEO at Alpharank, an organization helping financial brands remove the unnecessary friction driving their would-be customers away. We cover: - Why measuring per funded loan is the only true way t...

The way we work is changing. It’s not just the pandemic — the economic world is transforming. Whether that change is good or bad depends on whether we can adapt the system to embrace the future or let the future be guided by fear and uncertainty. For Brett King , Founder, Executive Chairman at Moven and Author of The Rise of Techno-Socialism , the way we need to adapt this system is clear. In this...

Good ingredients aren’t enough. You need the right recipe, too. Every great marketer knows this, including Janelle Herrera , our next guest. As the VP of Marketing and Business Development at On Tap Credit Union , she has continually improved her recipe for digital marketing success. She joins us to discuss: - The foundations and growth paths for credit union marketing - A healthy approach to auto...

Do different markets require a different approach to digital growth? Yes and no. Regulations, economies and cultures may be different. But human-centered growth is universal. In this solo episode, I’ll be answering a question about Fintech deployment in Latin America — but the answer transcends borders. I cover: - How to focus on the uniqueness of emerging markets like those in Latin America - Hum...

Biology explains why kids trust their parents, but why their teachers? Education — that’s the key to building trust. Financial brands who get that will thrive and may just fix our culture’s financial literacy problems in the process. That’s what Arindam Nag , Chief Executive Officer at CentSai , is banking on. At CentSai, he’s telling the right stories to help build financial literacy — and he was...

Fin tech leaders have big goals and even bigger dreams.  But it’s vitally important to celebrate where you’ve come from and the progress you’ve made thus far.  Dan Sullivan , Founder and President at Strategic Coach , has high-achieving entrepreneurial clients in 35 different countries.   He’s also a best-selling author, and his new magnum opus is The Gap and The Gain: The High Achievers' Guide to...