Banking on Digital Growth

Decentralized marketing communication is trending upward.  To capture the attention of niche audiences, financial brands are spreading their wings in crafting their storytelling narrative. But with an abundance of communication opportunities, it’s easy for banks and credit unions to muddle their message.  Sarah Cooke (https://www.linkedin.com/in/sarahsnellcooke/), Founder of Cooke Consulting Solutions (https://www.cookeconsultingsolutions.com/), tells us why a solid communication strategy is essential in marketing and how your financial brand can lay the groundwork for good “story-selling.”   Join us as we discuss: Transformational patterns in communication over the last decade (4:21) The marketing-communications relationship (14:27) Preparing a crisis communication plan (26:27)  Check out these resources we mentioned during the podcast: Cooke Consulting Solutions sarah@cookeconsultingsolutions.com Sarah Cooke  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.

An idea is only as good as its execution. Many financial brands struggle to deliver innovative products by using outdated operating models to push digital strategies.  Alex Castro (https://www.linkedin.com/in/thealexcastro/), Founder of ReM Score (https://remscore.com/) and author of Measure, Execute, Win, tells us why so many brands have neglected proper execution in trying to force digital transformation. Join us as we discuss: - How strategic expectations can fall short in execution (6:43) - The innovation falloff rate in decision-making biases (15:08) - Why data is so crucial to execution (25:25) Check out these resources we mentioned during the podcast: Measure, Execute, Win - https://www.amazon.com/Measure-Execute-Win-Strategic-Initiative-ebook/dp/B07V5MT6F3 ReM Score - https://remscore.com/ MCorp - https://the-mcorp.com/ You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or at DigitalGrowth.com.  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.

COVID shattered our perception of predictability in strategic planning. As we boldly move forward into a post-COVID future, many financial brands have raised questions about the strategic planning mindset. In this episode of our Inside Digital Growth series, we answer questions from you, our dear listeners, about the future of strategic planning going into and beyond 2023. Join us as we discuss: - Top priorities for credit unions and banks as they plan for the future (12:19) - Measuring progress and outcomes after your plan is set in motion (26:38) - The economy’s current state and its impact on future strategy (34:50) Check out these resources we mentioned during the podcast: - Text your questions to James Robert at 415-579-3002 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.

With 85 percent of Americans dealing with financial stress, the mental health connection to money is becoming more acknowledged each day.  Now, the worlds of psychology and finance have come together to create the science of financial therapy.  Dr. Megan McCoy (https://www.linkedin.com/in/megan-mccoy-phd/), licensed Marriage and Family Therapist, certified Financial Therapist, Assistant Professor of Practice, Director of Financial Planning Master’s program, and accredited Financial Counselor at Kansas State University (https://www.k-state.edu/), shares how financial therapy can lift people out of money-related anxiety.  Join us as we discuss: How the money taboo impacts financial stress (7:53) The impostor syndrome plaguing financial professionals (15:11) Establishing and expanding financial therapy practices (24:04)  Check out these resources we mentioned during the podcast: Financial Therapy Association - https://financialtherapyassociation.org/ The Psychology of Financial Planning - https://www.cfp.net/knowledge/psychology-of-financial-planning Get Beyond Money - Tropical FCU -https://getbeyondmoney.tropicalfcu.com/ Dr. Megan McCoy - https://www.linkedin.com/in/megan-mccoy-phd/ meganmccoy@ksupeeredu  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.

Despite so much promising technology in this age of AI, many people feel busier than ever before. But is our busyness a product of workload or simply poor time management?  In this episode of our Behind the Cover series, Audrey Cannata (https://www.linkedin.com/in/audrey-cannata-6784191a1/), Operations Lead at the Digital Growth Institute, joins me to discuss Brian Tracy’s memoir on procrastination: Eat That Frog!   Join us as we discuss: - Prioritizing our time investments (6:14) - Developing a sense of urgency in how we spend our energy (27:52) - Measuring progress through micro-tasking (34:48)  Check out these resources we mentioned during the podcast: - Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time - https://www.amazon.com/Eat-That-Frog-Great-Procrastinating/dp/162656941X - Audrey Cannata - Text your book recommendations to 415-579-3002  You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or at DigitalGrowth.com.   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.

Customer-driven leadership empowers teams to serve their clients better, both internally and externally. But what does that holistic model look like for financial services in this digital age of AI? Daniel Hammond (https://www.linkedin.com/in/daniel-l-hammond/), Managing Partner at Customer Driven Leadership LLC ( https://www.linkedin.com/company/customer-driven-leadership-llc/about/) and author of Customer Driven Leadership (https://www.customerdrivenleadership.co/) told us how this thinking can transform your organization.  Join us as we discuss: - What can prevent servant leadership from taking hold (11:10) - Why leaders get offended when flipping the organizational chart (18:58) - Short-term versus long-term planning and development (26:40) Check out these resources we mentioned during the podcast: - Daniel Hammond -https://www.linkedin.com/in/daniel-l-hammond/ - Customer Driven Leadership - https://www.customerdrivenleadership.co/ You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or at digitalgrowth.com.  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.

Part 2 of our conversation with Allison Netzer (https://www.linkedin.com/in/allison-netzer-1b98335/) , Chief Marketing and Strategy Officer at NYMBUS (https://www.nymbus.com/).  Allison shares more valuable insight on branding as we explore the last three points in her book, Think Like a Brand, Not a Bank.    Join us as we discuss: How financial brands can “queue the remix” by recycling old ideas (3:55 Making your mission statement your product (14:40) The WeightWatchers and Microsoft brand transformations (24:50)  Check out these resources we mentioned during the podcast: Think Like a Brand, Not a Bank (https://thinklikeabrandbook.com/)  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.

Banks have a branding problem. Too often, their offerings aren’t in line with customer expectations.  It’s time for financial institutions to step out of their comfort zones and embrace the tension that comes with positive change.  Allison Netzer (https://www.linkedin.com/in/allison-netzer-1b98335/), Chief Marketing and Strategy Officer at NYMBUS (https://www.nymbus.com/) and coauthor of Think Like a Brand, Not a Bank, joined us to talk about the branding mindset in banking.   Join us as we discuss: - Data trends in financial services branding (6:25) - Why a disciplined branding mindset matters (12:32) - How financial brands can navigate tension with confidence (23:32)  Check out these resources we mentioned during the podcast: - Kantar BrandZ study - https://www.kantar.com/campaigns/brandz - Think Like a Brand, Not a Bank - https://thinklikeabrandbook.com/  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.

Many financial institutions have lost the emotional connection with their clients, so some of the brightest minds in the industry have started keeping score. Marc Whitehead (https://www.linkedin.com/in/marc-whitehead-9a37246/) and Nick Bond (https://www.linkedin.com/in/nick-bond-9236953/), co-founders of Emotive Technologies and The Apex Scoring System (https://www.apexscore.ai/), spoke with us about what they found in their 2022 U.S. Banking Industry Loyalty Report. Join us as we discuss: What drove Marc and Nick’s team to commission the report (4:34) Emerging patterns throughout customer loyalty in financial services (15:53)  How to bridge the emotional gap in customer expectations (23:06) Check out these resources we mentioned during the podcast: - 2022 U.S. Banking Industry Loyalty Report (https://get.apexscore.ai/bankloyalty/) - Apexscore.ai - Marc@apexscore.ai - Nick@apexscore.ai You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or at DigitalGrowth.com.  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.

Traditional budget failure is a familiar symptom of the financial stress that burdens 85 percent of Americans.  But why do so many people struggle with this everyday household income practice?  John Crane (https://www.linkedin.com/in/johncrane/), Founder of Crane Financial LLC (https://www.cranefinancial.com/) and author of The One-Number Budget (https://www.onenumberbudget.com/), joins us to break down the psychology and common pitfalls behind the traditional budget.  Join us as we discuss: - The Moneyball connection in financial planning (4:04) - Being the “thief” of your own traditional budget (16:34) - How financial coaching can tie into strengthening budgets (24:40)  Check out these resources we mentioned during the podcast: - The One-Number Budget (https://www.onenumberbudget.com/)  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.