Banking on Digital Growth

Many traditional incumbent banks are struggling to offer digital services that meet customers’ expectations. Some have adopted a mindset that simply injecting new technology into their product is equivalent to real transformation. Maurice Lisi, Head of Direct Channels at BPER: Banca, argues that what traditional bankers really think is digital leaders don’t understand the complexities of banking. Until these incumbent institutions and digital pioneers collaborate and integrate, traditional organizations will continue to fail consumers. Join us as we discuss: - How traditional banks are neglecting the human experience (3:49) - Incumbent banks blending with digital tech from the bottom-up (15:01) - Why you need to give the “why” to gain support for change (22:56) Check out these resources we mentioned during the podcast: - Maurice Lisi - MauriceLisi.me You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

Leadership lessons can come in all shapes and sizes, but what if we approached them through the lens of storytelling? Stories evoke feelings, and through feelings, we find purpose. Great leaders can empower teams by recognizing each impactful moment because once they gloss over the day-to-day, the greater story suffers for it. Garick Giroir, Marketing Strategist at Louisiana Federal Credit Union, tells us why a mix of nostalgia and curiosity is encouraging millennial leaders to give their teams the “why” through storytelling. Join us as we discuss: - Leadership lessons from a millennial’s perspective (6:06) - How Dungeons and Dragons echos storytelling in leadership (16:38) - Framing purpose for your team by giving them the “why” (32:19) Check out these resources we mentioned during the podcast: - Garick Giroir - Louisiana Federal Credit Union You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Every great president or executive in finance has a kit of leadership lessons they’ve collected on their transformational journey. Each person’s story is a little different, but they all share one thing in common: to move forward on a path of change, they first had to push past failure. Shane Saunders, President and CEO of Mocse Credit Union, believes that every leadership success story comes with its own chapter on defeat.   Shane shares some of the valuable leadership lessons he’s absorbed not just from his years in finance, but also from his military days and an arduous climbing experience. Join us as we discuss: -How a challenging climb up El Capitan affected Shane’s outlook on failure (18:30) -Pushing past failure to achieve change in your organization (28:23) - Leading through uncertainty and giving your team clarity (37:10) Check out these resources we mentioned during the podcast: - ssaunders@mocse.org - Shane Saunders - Mocse Credit Union You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

Different banking segments are certainly moving faster than others in transforming the digital landscape, like with subscription-based financial services. If financial leaders want to keep up, they need to alter their perception of change. Before acting differently, they need to feel different. Nick Belesis, VP of Growth at Fintech Insights by Scientia, believes it’s time for traditional banks to take the handcuffs off of their digital apps and give clients human-centric service. Join us as we discuss: - How subscription-based services can level up financial brands (10:25) - Reducing friction points in digital banking and fintech partnerships (18:16) - Why blockchain technology may be the future of digital finance (30:27) Check out these resources we mentioned during the podcast: - Nick Belesis - Fintech Insights by Scientia You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

The pandemic put fintech innovation on a near-vertical trajectory as financial brands pivoted into the next stage of our digital evolution. But despite the brilliant minds behind them, some of the fantastic new products we’ve seen in the last few years are failing. Greg Palmer, Vice President of Finovate, believes it’s because companies designed those products for rational people. But your typical consumer isn’t rational when it comes to their finances, so fintechs need to meet them where they are. Join us as we discuss: - What we should be paying attention to in fintech innovation (7:01) - How financial coaching can help consumers understand products (17:08) - Increasing the emotional quotient in fintech applications (24:32) Check out these resources we mentioned during the podcast: - Greg Palmer - Finovate - Finovate Podcast You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

What is holding many banks and credit unions back from just doing the right thing by their clients? The unfortunate reality is that most financial institutions profit off of people’s mistakes. But what if they pivoted to banking on positive outcomes instead? Matt Wallaert, Founder of BeSci.io and author of Start at the End, believes everyone in finance has an intrinsic desire to help others. But they’re bound to an industry that values measured processes over outcome-driven results, and that needs to change. And behavioral science could be the key to unlock a new perspective for financial leaders. Join us as we discuss: - The abstract nature of measuring behavioral science progress (4:42) - Reducing friction points to make banking better for common people (20:28)  - Why people need to hope before asking for help (34:20) Check out these resources we mentioned during the podcast: - Matt Wallaert - Start at the End: How to Build Products that Create Change - BeSci.io You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

Personal branding is a subject that gives many people pause despite its incredible marketing potential. Whether it’s the fear of failure or an overwhelming desire for instant gratification, it’s easy to make excuses not to plant our flag in the ground. The Duchess of Decorum herself, Pattie Ehsaei, believes financial leaders have the time and potential to provide value to others through personal branding content. They simply have to find it in themselves to take the first step. Join us as we discuss: - Common misconceptions of social media in personal branding (12:22) - Why an attitude of helping will always trump selling (17:01) - Understanding the value of an hour in building your brand (24:03) Check out these resources we mentioned during the podcast: - Pattie Ehsaei LinkedIn - Pattie Ehsaei Instagram - Pattie Ehsaei TikTok - Pattie Ehsaei Website You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

In a heavily regulated industry like finance, it can be tough for financial brand leaders to go all in on a positive growth mindset during uncertain economic times. But if banks and credit unions are going to boldly move forward in their digital transformation journeys, they’ll need to continue to embrace change and pioneer new ideas. As Eric Cook, Founder & Chief Mentor of The LinkedBanker, told us, traditional bankers need to stop countering innovation with “No, because” and start responding with “Yes, and.” Join us as we discuss: - Why banking leaders tend to shun a positive growth mindset (9:46) - Valuing progress over perfection in digital innovation (21:21)  - ChatGPT and the future of AI toolkits (27:56) Check out these resources we mentioned during the podcast: - Eric Cook - The LinkedBanker You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

If there’s one topic in intimate conversations that may be frowned upon more than finances, it’s death. Unfortunately, many families put off the wealth transition dialogue until it’s too late. They’re then left scrambling to find the missing pieces in their dearly departed’s life. Emily Cisek, CEO & Co-Founder of The Postage, tells us why financial brands should take the opportunity to help their customers through the tough conversation of death and wealth. Join us as we discuss: - How financial brands can drive natural connections with families (6:22) -Prioritizing emotional experiences over transactional ones (16:17) -Breaking through leadership barriers with emotional topics (23:35) Check out these resources we mentioned during the podcast: -Emily Sisik - The Postage You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the risk-averse industry of finance, digital content marketing can feel like traversing a minefield. As social media platforms continuously adjust their algorithms, many financial brands and fintechs struggle to keep up while using outdated traditional marketing tactics. Anna Wolf, Owner and CEO of SuperScript Financial Marketing Agency, tells us why financial services need to stop touting digital content like a broadcast and treat it like a conversation. Join us as we discuss: - Why financial services are always a step behind in digital marketing (8:13) - Reexamining your long-term digital marketing play (15:47)   - The future of AI writing tools and their place in content marketing (24:18) Check out these resources we mentioned during the podcast: - SuperScript Financial Marketing Agency - Anna Wolf You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Banking on Digital Growth in your favorite podcast player.  Hosted by Ausha. See ausha.co/privacy-policy for more information.