Banking on Digital Growth

Purpose-driven digital transformation allows us to bring lessons from our past into the future. With a clear vision, banks and fintechs can confidently move forward and bring their communities and customers along. From navigating conflict to managing exponential change, purpose gives us perspective and frees us from the fear of the unknown. In this episode, Rilla Delorier, Board Director of Atlantic Union Bank, shares insights from her 30-plus-year purpose-driven journey. Join us as we discuss: - Why purpose plays into digital growth for financial brands (6:04) - How purpose-driven transformation positively impacts the bottom line (19:37) - Leadership’s role in reassuring employees and customers (29:01) Check out these resources we mentioned during the podcast: - Rilla Delorier - RillaDelorier@gmail.com - Cool Change with Chuck Allen 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 foundation for every relationship is trust. But it’s hard to gauge people’s authenticity in a digital space dominated by communication through text media. That’s why Ethan Beute, Chief Evangelist at BombBomb and author of Human-Centered Communication, believes in the power of video communication in a post-COVID world. By personalizing our interactions and messages through video, we can pull back the curtain of digital anonymity. Join us as we discuss: - Challenges financial brands face in trying to personalize experiences (10:47) - How video establishes trust in human-centered communication (17:52) - Why AI will never be a true substitute for the human connection (26:43) Check out these resources we mentioned during the podcast: - Ethan Beute - BombBomb - Human-Centered Communication 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.

Finances for freelancers and self-employed business owners are a whole different can of worms compared to the traditional American employee. Keeping track of tax payments and other financial obligations can be overwhelming. Oona Rokyta saw a need for a bank that catered to the independent workforce. As CEO and co-founder of Lance.app, Oona and her team built a niche neo-banking platform that focuses on helping content creators and small business owners. Together, they built a community of collaboration. Join us as we discuss: The inspiration behind starting a bank for the self-employed (5:31) Perspective around the collaboration of community in niche banking (24:54) Coaching as a core competency in financial brands and fintech (33:34) Check out these resources we mentioned during the podcast: - LinkedIn - Twitter - Oona@Lance.app - Lance.app 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.

When you’re presented with B2C legal documents on your phone, how often do you find yourself hitting that “Accept” button without reading a word? Customers are often bombarded by terms and conditions when opening new financial accounts. Yet, compliance documentation delivery through mobile apps can be incredibly clunky. Jordan Ennest, Product Specialist and Counsel for Compliance Systems LLC, shared how her team is upgrading the user experience when dealing with fine print. Join us as we discuss: - Common friction points for compliance documentation delivery (3:04) - Roadblocks preventing financial brands from addressing the customer experience (12:59) - Managing exponential change in the digital user experience (17:48) Check out these resources we mentioned during the podcast: - Jordan Ennest - Compliance Systems LLC 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.n Digital Growth Episode 217 - Jordan EnnestHosted by Ausha. See ausha.co/privacy-policy for more information.

Every journey begins with a simple step. Oftentimes, that step is as simple as finding clarity amidst the chaos. In this episode of our Inside Digital Growth series, one of our dear listeners asks “How can we best plan for future growth in a world that is unpredictable and full of change?” July is the perfect time to assess how 2022 is going for your brand and whether the rest of the year is going to be a period of growth or stagnation for you and your business. Strategic planning as a 90 day process — rather than one that is a 360 day process — is the key to being an agile financial brand in this modern market and we’ll reveal to you the two conversations you need to have with yourself every quarter to better guide your financial brand. Join us as we discuss: - Why optimism is a good thing for financial brands (9:55) - Transforming mindset through the strategic planning process (14:30) - The 90 Day Growth Method Framework(16:45) - A simple approach for gaining clarity into future growth (31:33) Check out these resources we mentioned during the podcast: - Text your questions to James Robert at 415-579-3002 - The 90 Day Growth Method You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.Hosted by Ausha. See ausha.co/privacy-policy for more information.

What has digital growth meant to you, personally and professionally? Everyone’s story is unique, but each lesson learned is an opportunity to help others along the way. I had the pleasure of talking with Cathy Graham, Executive Vice President of Desert Financial Credit Union, about her personal transformation as a financial leader. Together, we celebrated a journey driven by a purpose: to give and to grow. Join us as we discuss: Avoiding burnout in an often misplaced pursuit of perfection (7:21) Why training programs are often an early victim of budget cuts (16:37) Maintaining boundaries between personal and professional life (22:05) Check out these resources we mentioned during the podcast: - Cathy Graham - Desert Financial Credit Union - Chief 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.

Our daily routines are formed through a marriage of habit and behavior. How you choose to develop those patterns can result in a happy union or a rocky relationship. I’m joined once again by my colleague, Audrey Cannata, Operations Lead at DGI, to review Tiny Habits: The Small Changes That Change Everything by B.J. Fogg. In this installment of our Behind the Cover series, we dive into the elements that dictate our habits. A few small changes can drive exponential growth in the behaviors that mold repetition. Join us as we discuss: -The 3 elements that facilitate the development of habits (5:59) - 3 factors that influence behavior (16:50) - Finding clarity in behavior by answering “The Discovery Question” (36:33) Check out these resources we mentioned during the podcast: - Audrey Cannata - Tiny Habits: The Small Changes That Change Everything 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.

By bringing value through the right technological channels, banks can generate a clear vision for their customer service goals - that’s digital transformation. I talked with John Dangoia, Vice President Head of Product Management US and Europe at Infosys Finacle, about the present and future of banking as a service. Whether through investments in omnichannel platforms or focus on differentiation, banking as a service is starting to take shape. Join us as we discuss: - Current trends in regard to banking as a service (6:10) - What is holding financial brands back from digital transformation (10:07) - How financial leaders deal with exponential change (23:32) Check out these resources we mentioned during the podcast: - Leaping Forward: Scaling Digital Innovation in Corporate Banking Report  - John Dangoia - Infosys Finacle 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.

Digital transformation doesn’t happen overnight. It can be a long journey fraught with conflict and fear of the unknown. But strong leadership and purpose can bring people along through exponential change. Frank Chisholm, Director of Brand and Marketing at Kindred Credit Union, joins me to talk about the digital growth that he and his team have achieved through purpose-driven values. By openly addressing the root of change, transformation becomes a sustainable mindset for growth. Join us as we discuss: - Purpose-driven values in financial services (2:51) - Managing exponential change on a personal and team level (13:46) - Being emotionally vulnerable in an analytical industry (18:52) Check out these resources we mentioned during the podcast: - Frank Chisholm - Kindred 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.

Technology is changing so rapidly that it can be difficult to find time to pause and catch a breath. The fast-paced world of marketing and sales can be especially vulnerable to roadblocks and challenges that come with the evolution of digital. As a former customer relationship manager, Jelaire Grillo has been at the frontline of marketing and sales for a decade. Now the Brand Ambassador for Prosperity Home Mortgage, Jelaire is spreading the word about the products and programs her company offers. In this episode, Jelaire joins me to talk about the transformation she’s witnessed in marketing over the last few years and what excites her about the future. Join us as we discuss: - Advancements in marketing technology over the last few years (5:18) - How collaboration with certain tech has changed the game (12:36) - Automation and its role in marketing and sales (22:08) Check out these resources we mentioned during the podcast: - Jelaire Grillo - Prosperity Home Mortgage - Total Expert 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.