Banking on Digital Growth

A lot of marketing and sales teams equate governance, risk management, and compliance (GRC) to a handcuff. How is fintech supposed to evolve with GRC factors holding them back? Risk is everywhere, but by addressing GRC head-on, we can mitigate potential roadblocks in the innovative process. My guest, Amanda Cohen, director of GRC Products at Resolver, breaks down the GRC playbook and gives us the winning strategy for the compliance caveat. By promoting risk intelligence, we can prepare ourselves for the unknowns in risk management. Join us as we discuss: - How clarity can ease tensions when dealing with risk management - Why inadequate marketing strategies often lead to compliance failures - How your institution can transform attitudes regarding GRC Check out these resources we mentioned during the podcast: - Amanda Cohen - Resolver 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.

Failure to carry out a plan in an organization is often caused by a lack of understanding. Many companies are limited by operating in silos that don’t have a shared outlook. If people don’t grasp the meaning behind change then they won’t fully embrace it. Independent systems need to come together to break the constraints that bind them and build a true vision of sustainability for institutions. We need to evolve our view of strategic planning. I sat down with Todd Feldman, founder and president of Rocket Factory, so he could share his thoughts on missteps in strategic planning and how we can bring systems together. Join us as we discuss: - Aligning mental models across corporate branches - Breaking bad habits in strategic planning - Combatting fear of change Check out these resources we mentioned during the podcast: - gorocketfactory.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.

Life has a way of throwing an unexpected curveball now and then. Perhaps an illness or professional miscue sets you up for a downward spiral. Adversity doesn’t define us. How we choose to face it does. Failure is just a stepping stone to success when we surround ourselves with good people we trust. I had the pleasure of talking about fighting through hardship with Jim Morris, whom many of you may recognize as the subject of the Disney movie “The Rookie.” These days, Jim is an active motivational/inspirational speaker, teacher, coach, and author of his latest book, Dream Makers: Surround Yourself with the Best to Be Your Best. In this episode, we talk about the power of overcoming excuses by listening, learning, and forging relationships. Join us as we discuss: - Jim’s journey from baseball to motivational speaker - Finding success from pain and failure - Overcoming complacency through courage Check out these resources we mentioned during the podcast: - Jim Morris - www.jimtherookiemorris.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.

Digital growth is about collaboration through transformation, which means we’re on this journey together. That’s why we’re answering more of your questions about how you and your teams can incorporate digital growth. Once again, James Robert dives into the digital mailbox to address your questions and concerns about financial health. Learning the language of digital growth is essential to overcoming the silent killer that is financial stress. We break down some marketing tactics that influence the overall strategy of digital growth. Join us as we discuss: - The effect of data privacy on marketing strategy - The decline of social media’s role in digital growth - How to incorporate digital growth through the ‘Four transformations’ Check out these resources we mentioned during the podcast: - Text questions for James Robert to 415-579-3004 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.

Marketing can be a messy business. With mountains of customer data at our fingertips, keeping it tidy can be a chore - especially when it’s outsourced to a third party. But by keeping marketing in-house, financial institutions can ensure personalized service to their customers. I recently spent time with Laura Byers, Chief Digital Banking Officer at Coastal Community Bank, and talked about her experience with helping bring her company’s marketing ventures back into the fold. With 17 years in banking under her belt, Laura also shares her valuable insight into the importance of leadership and culture in banking. In this episode, explore the potential that in-house marketing has for digital growth. Join us as we discuss: - The advantages of keeping marketing within the walls of your institution - Our common retail experience and its value in customer service - How communication and transparency affect leadership Check out these resources we mentioned during the podcast: - Laura Byers - Email Laura at lbyers@coastalbank.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.

We appreciate great companies, but we fall in love with individuals. Above all else, relationships are about trust – clients will seek out the people with whom they’ve established a connection through truth. Authenticity is the bedrock that supports your personal brand. What are some hurdles that may keep people from expanding on that brand? I had an uplifting conversation about the craft of personal branding with Donnie Boivin, CEO of Success Champion Networking and author of How To Be A Success Champion: Business Strategy For Badasses. In this episode, we explore the art of personal branding and its value in networking. Join us as we discuss: - The importance of authenticity in relationship-building - Personal progress through self-reflection and projection - The symbiotic relationship between branding and networking Check out these resources we mentioned during the podcast: - Text the word ‘SUCCESS’ to 817-318-6030 for great stuff from Donnie 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.

You’ve got questions - we’ve got answers. In this episode, James Robert digs into the Digital Growth mailbag for questions that will help us all guide more people out of financial stress and into a bright future. We are all on the journey of digital growth together, because digital growth is ultimately about people. Join us as we discuss: -The importance of people-centered transformation -Building a strong foundation for your company’s digital growth - How financial coaching may be the future of digital banking Check out these resources we mentioned during the podcast: -Text questions for James Robert to 415-579-3004 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.

COVID changed the game by forcing companies to adapt. Social distancing forced them to turn to video calls overnight. Over the last two years, business through a camera has been booming. Yet the detached medium of email still dominates professional connections. My guest, Marcus Sheridan, believes that video should not only be normal but the standard for electronic communication going forward. We hit on several points from his latest book, The Visual Sale, discussing the future of video in digital growth and the art of selling through a lens. This episode paints a future that puts personalization at the forefront through video. Join us as we discuss: - The pros of connecting with clients over a camera - Some ‘dos and don’ts’ for video calls - Why video is critical to the future of sales growth Check out these resources we mentioned during the podcast: - Marcus Sheridan - marcus@marcussheridan.com - thevisualsale.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.

Transformation in the financial sector isn’t all about technology. Creativity and collaboration on a basic human level are key to innovation. Taking risks can be intimidating, but surrounding yourself with people you trust can ease that fear. I talked about this with Jody Guetter, Executive VP of Market Innovation for Nymbus Labs, a strategic marketing and innovation unit of Nymbus. In this episode, we discuss how intentional interaction is crucial to generating new ideas in the marketplace. Jody and I also share our insights into how we keep our own minds healthy and productive. Join us as we discuss: The importance of collaboration for innovation Why vulnerability and trust among your team matters How to avoid the roadblock of complacency Check out these resources we mentioned during the podcast: Jody Guetter jguetter@nymbus.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.

Banking institutions have compiled mountains of data on their consumers. So, why aren’t they using it to serve their customers better? The leading cause of personal anxiety in America is financial stress. Banking AI like the EmpathyEngine uses financial organizations’ information to pinpoint the needs of their consumer base and help alleviate uncertainty. Today, I’m speaking with Blair Gatchel, VP of Sales and Growth at Bond.AI, to discuss the role of AI in nurturing people’s financial health through empathy. In this episode, we explore the future of data analysis in banking through augmented learning. Join us as we discuss: The role AI plays in interpreting customer finances How financial stress impacts personal well-being How empathy is vital to understanding and helping meet the needs of consumers through data analysis Check out these resources we mentioned during the podcast: Blair Gatchel Blair@bond.ai Bond.AI  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.