Financial Sector Trends and Marketing Strategies

Financial brands often struggle with unseen gaps in their marketing and sales systems, leading to lost loans and deposits. Understanding the "what" and "why" behind consumer behavior is critical, but many financial institutions lack clarity and actionable insights. In this episode of the Exponential Insights series, Carlo Cardili, COO at Alpha Rank, and James Robert Lay discuss a strategic approach to overcoming these challenges by leveraging both big data (what people are doing) and thick data (why people are doing it). This approach helps financial institutions identify and address blind spots, develop a strategic plan tailored to their needs, and implement a continuously optimized digital growth strategy.

Join us as we discuss:

-Understanding Consumer Behavior (05:44)

-Simplifying the Application Process (23:41)

-Re-engaging Abandoned Applications (28:34)

You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. 

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