Banking on Digital Growth

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 on 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 on 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 on 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 on Ausha. See ausha.co/privacy-policy for more information.

A note for employees that have worked for an organization for an extended period of time: Customers don’t have the same expertise as you do within your company. They don’t know the latest deals, discounts, or bundling that you know off the top of your head. It’s why it’s so important to engage with customers. Otherwise you’re missing out on the opportunity to provide additional solutions your consumers aren't aware they need. And Patti Mara, Author of UpSolutions - Turning Your Teams into Heroes and Customers into Raving Fans at Maranet Inc., is here to share her knowledge of customer excellence. Join us as we discuss: Launching a book & focusing on helping the customer Expansion opportunities for the deal listeners What it means to up-solution The role internal teams play & intrapreneurship     You can find this interview, and many more, by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.Hosted on Ausha. See ausha.co/privacy-policy for more information.

After graduating from high school, most schools have taught us what the insides of a frog looks like or that mitochondria is the powerhouse of the cell… But how many teach taxes or investment strategies? For Chad Willardson, Founder and President at Pacific Capital and author of Smart, Not Spoiled, sound financial habits begin early — and the financial brands who help kids learn are poised to gain loyal, life-long customers. Join us as we discuss: The challenges parents face when teaching financial literacy The best ways to inculcate sound financial habits in kids Why learning to earn is as important as learning to manage money    You can find this interview, and many more, by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Most businesses today need dramatic digital transformation in order to continue to be successful. They may have adapted to e-commerce, but they aren’t truly digitally driven. Howard Tiersky, CEO at FROM, The Digital Transformation Agency, joins the show to share lessons from his latest book, Winning Digital Customers, about overcoming enterprise resistance to digital transformation. Join us as we discuss: What went awry with Toys“R”Us The 3 stages of digital evolution Tips for overcoming disruption caused by transformation      Check out these resources we mentioned: Winning Digital Customers by Howard Tiersky What the Bible Teaches About Digital Transformation   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 on Ausha. See ausha.co/privacy-policy for more information.

You look at your digital strategy and think: We have a clarity problem. To solve it? Choose one area of massive opportunity where you can deliver on your brand promise. Today, Baron Conway, SVP, Head of Digital and Product Management at NuVision Federal Credit Union, joins the show to explain how to implement digital transformation in bite-sized chunks and why success means understanding your organizational purpose. Join us as we discuss: Why digital transformation is so closely linked to purpose Implementing digital change in small, manageable stages The role of teamwork and collaboration in digital transformation Why courage and listening to the customer are essential      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 on Ausha. See ausha.co/privacy-policy for more information.

After having such a good conversation the first time around, I have my wife, Delena Lay back on the show to flip the script. She’s asking me about the trends, lessons, and patterns I’ve seen in finance over the past 20 years; and, ultimately, how my stories can help your brand. Join us as we discuss: James Robert’s younger years & what’s going well in 2022 The most energizing projects & biggest lessons of the present Looking 20 years to the future Letting go to grow personally & professionally      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 on Ausha. See ausha.co/privacy-policy for more information.

Companies subject their customers to unthinkable indignities every day. It’s time to inject more humanity into our interactions with our customers. It’s time to imbue our interactions with more emotional resonance. It’s time to improve the customer experience. That’s why I’m talking to Jon Picoult, Founder & Principal at Watermark Consulting. He literally wrote the book on it — From Impressed to Obsessed: 12 Principles for Turning Customers and Employees into Lifelong Fans. In this episode, we delve into the nitty gritty of acing the customer experience. Join us as we discuss: The difference between customer service and customer experience How positive employee experience leads to positive customer experience How to make the case for investing in customer experience The importance of creating peaks and valleys and finishing strong Check out these resources we mentioned during the podcast: JonPicoult.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 on Ausha. See ausha.co/privacy-policy for more information.