Banking on Digital Growth

Banks that mimic the strategy of great retail brands are at the cutting edge: They’re doing social selling. (Don’t cringe.) Social selling is just another tool in your toolbox. In this Exponential Insights episode of Banking on Digital Growth, I interview Jody Guetter , CMO at Social Assurance , about all things brand in the financial space. What we talked about: - What retail brands are doing rig...

The children are our future. It’s a horrible cliche, I know. But if your financial brand doesn’t successfully engage the youth… You don’t have a future. In the latest episode, I catch up with John Lanza , The Money Mammals Kids' Club and Shari Storm , CEO of Category 6 Consulting , and learn why the often-overlooked youth demographic is the key to future success for any financial brand. We discuss...

Consumers have more knowledge than ever before. That means, if you want more loans, deposits and revenue… Your content is more important than ever. And if you want to nail your content and beat your competitors, then you only need to focus on 5 areas. So says Marcus Sheridan , International Keynote Speaker and Rated #1 "Top Voices LinkedIn" for Entrepreneurship & Small Business, who joins me o...

Every day, some 2 million people search online for financial calculators. These tools unlock enormous potential for marketing, data and personalization. So, why are they so often seen as a mere box to check? Chase Neinken , Co-founder and CRO and Matthew Covi , Co-founder and CEO at Signal Intent , see financial calculators differently. They joined me in the latest episode to explain why financial...

The pandemic has put a strain on all our relationships. But in an industry building on forming them… How can financial brands create equally meaningful relationships digitally? In this episode, Eric Cook , Founder at The LinkedBanker , shares the secrets to relationship-building on social media. We discuss: - Why engagement is more important than views on social media - The importance of remaining...

You can’t just call yourself a “thought leader.” Thought leadership is earned . And you earn it by having a powerful voice in your domain. But how do you cultivate that voice? To answer that question, I invited Doug Wilber , CEO at Denim Social , onto the latest episode to discuss how financial brands can create content worthy of the “thought leader” mantle. We discussed: - Why “people buy from pe...

By now, you probably know everything about SaaS… But what about the next frontier: BaaS? Banking as a Service is taking over — How will your financial brand be affected?   To answer that, I sat down with Nathan Baumeiste , CEO at ZSuite Technologies , to find out the most important things every financial brand should know about the exciting new BaaS landscape. What we talked about: - Why BaaS is b...

Financial brands have more data than the tech giants. So, why aren’t we using it as effectively? It’s time we thought about data differently. It’s time to demystify data. In order to do just that, I caught up with Kim Snyder , CEO & Founder KlariVis , to find out everything financial brands need to know about their data. What we talked about: - How KlariVis is helping brands make use of their...

You can have the fanciest digital tools at your fingertips, but if you don’t serve your customers’ humanity, you’re going to fail. In the new financial landscape, EQ beats IQ every time. My guest today, Eric Berg , Founder and CEO at Netgiver , is an expert at upping your emotional intelligence and helping you better serve your customers’ emotional needs. In this episode, we discuss: - Why financi...

COVID-19 taught us all to be agile, nimble, and pivot on a dime, right? But when it comes to digital transformation, you need to be ready for more than a sprint. Digital transformation is a marathon. That’s one of the key insights Hunter Young has learned as Founder & President at HIFI Agency . He joins the show today to share the lessons he’s learned from COVID-19 and how you can use them to...

Look at big sexy ad agencies. They create funny commercials and spin off huge ad campaigns. They're the top. Now, look at the bottom. You should see tech, web dev, mobile apps, and all that crazy stuff. Okay, raise your eyes to the middle. The middle is landing page optimization, forms, and buyer psychology. The middle is MailChimp. The middle is where you win. In this episode of Banking on Digita...

If you could triple your revenue in 3 years with a new business strategy, would you do it? In that case, love is your newest business strategy. In this episode, I interview Mohammad Anwar , President & CEO of Softway and host of Love As a Business Strategy podcast, about how he transformed himself and his business with a people-first approach. What we talked about: -What love means in the work...

Want to know the secret to a smooth and successful digital transformation? Business alignment. Many businesses think digital transformation is about adopting technology without any real understanding of business needs, but our guest, Cory LeBlanc , a Fintech Co-Founder, joins us to debunk that mindset and provide other sharp insights from his personal digital growth journey. On this episode, we ta...

When it comes to the virus, the end of the pandemic is in sight. But the financial implications will be felt for years. And financial brands need to step up and help. That’s why Whitney Loe , Director of Business Development at Ignite Sales , has outlined a 5-step plan every financial brand can follow to help their customers’ long-term financial wellness. In this episode, we discuss: - The pandemi...

When we learn to drive, why do we steer towards what we want to avoid? It’s called target fixation — you need to look where you’re going to travel. The same applies to digital transformation. That’s one of the insights Jeffery Kendall , Chairman & CEO at NYMBUS , learned in his ongoing mission to help financial brands and to delight members and customers with best-in-class digital banking solu...

You’ve heard the saying: There are riches in the niches. Well, it’s true — especially when building a personal brand. Just ask Greg Martin , Chief Consultant at The Entrepreneur’s Banker and Commercial Banker at Truist , whose killer LinkedIn content has made him The Entrepreneur’s Banker. He joins me on the latest episode to discuss: - The importance of delivering value and building a personal br...

These days, technology advances exponentially. If we only grow linearly, we’ll never harness its true power. Transformation isn’t about technology; it’s about people. And one way to transform your people is through exponential teamwork. It’s a concept Dan Sullivan , Founder and President at Strategic Coach and author of over 30 books, including Who Not How , discovered early on in his career — and...

Digital transformation is thrown around a lot. Many say they’re aiming to transform, but few do — why is that? Usually, it’s because they are missing a key ingredient… And that’s almost always one of the 5 P’s of digital growth and transformation. Jeffrey Ward , Enterprise Executive at TurnKey Lender , knows all about the 5 P’s from his LinkedIn Live video series, 15 Minutes, where he has intervie...

Many out there understand that traditional banks need to digitally transform or die. It’s one thing to say you are going to transform… But it’s meaningless without first answering the question: Into what? In this #ExponentialInsights episode, I sit down with Chris Skinner , Author of Doing Digital , and discuss what it really means to digitally transform traditional banking. We cover: Why digital...

"Customer experience" seemed like just another big business buzzword. Until 2020 hit. All of a sudden, we were forced to reinvent, reimagine, and revisit the whole concept of customer experience. We found immense opportunities for growth. In this episode of Banking on Digital Growth, I talk with Sue Woodard , Chief Customer Officer at Total Expert , a fintech software company that built the first...

It’s not hard to see the financial industry has become stifled. It’s a victim of its own success and the commoditization of its products. And to fix it, we need to look outside the industry. In today’s episode, I’m joined by Bryan Clagett , Chief Revenue Officer (CRO) at Moven , to talk about why financial brands would do well to look for inspiration from outside the market. We discuss: Why innova...

The mind can only hold one thought. But it can choose one of two opposing sides — positive or negative, abundance or scarcity. In 2019, we were running around to conferences and growing our digital presence at 7%, focused on what we didn't have. In 2020, suddenly, we were staying home and growing digital at 70%, learning to be grateful for what we had. In this episode of Banking on Digital Growth,...

Every FinTech uses AI. Some gain competitive advantage. Others solve old problems in new ways. All see better results than their non-AI competitors. FinTechs are creating the future. Yet most banks and credit unions aren't even thinking about AI. Why is that? In this episode of Banking on Digital Growth, I talk with Kirk Drake , president and CEO of Ongoing Operations and author of CU 2.0: A Guide...

Does love have a place in the world of modern banking? While it might seem like the immediate answer is “no,” what if unconditional love and mutual respect were at the heart of every bank’s purpose? In this episode of Banking on Digital Growth, I chat about this concept with Kerry-Ann Betton Simpson, the Chief Marketing Officer at the JMMB Group of Jamaica. I talk about: Why love and respect shoul...

Today, we're to go inside digital growth and continue the fireside chat conversation I started in Episode 59 with Joe Welu , CEO of Total Expert . This time, Sam Kilmer , Senior Director at Cornerstone Advisors , also joins us. We discuss solutions to common obstacles along with best practices from industry leaders to help you build a foundation for future success. Joe, Sam, and I talk about: - Th...