Credit unions have a significant opportunity to use data to help and educate their members, yet 70 percent of credit unions don’t have a data strategy.

Many executives may point to the monetary cost of implementing such a plan, but what are the hidden costs of ignoring it?

Anne Legg , Founder of Thrive Strategic Services , tells us why more credit unions should implement a data strategy to ease their members’ friction points.

Join us as we discuss:

• The typical timeline for implementing a successful data strategy (14:27)

Check out these resources we mentioned during the podcast:

• Anne Legg

You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts , on Spotify , or here .

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Life has a way of putting obstacles in our path. But it’s how we choose to overcome those roadblocks that define us.

Audrey Cannata , Operations Lead at the Digital Growth Institute , joins me for another episode of our Behind the Cover series as we discuss Ryan Holiday’s The Obstacle Is the Way.

By applying stoic wisdom, we can transform our account holders’ obstacles into opportunities to help guide them beyond financial pain.

Join us as we discuss:

• Turning financial failure into a learning opportunity (7:09)

Check out these resources we mentioned during the podcast:

• The Obstacle Is the Way

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.

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Rather than leveraging their brands for change, banks and credit unions often get stuck in the institutional hamster wheel as opportunities for innovation die in a culture of “sameness.”

But by stepping back from their busyness, they can reacquire their objective: creating a value proposition for their customers.

Martha Bartlett Piland , President at BANKTASTIC and author of Beyond Sticky, tells us how financial brands can overcome their fear of focus and get back into the branding game.

Join us as we discuss:

• Breaking away from the busyness to regain perspective (3:59)

Check out these resources we mentioned during the podcast:

• Martha Bartlett Piland 

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.

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Divorce is a messy business. And it can become an even more convoluted nightmare when one or more parties commit financial fraud.

That’s why Forensic Accountant and Fraud Investigator Tracy Coenen authored The Divorce Money Guide to help spouses who have lost control of their financial security.

Tracy shares why she saw a need to create her ten-step guide and how she thinks financial brands can empower their account holders during a divorce.

Join us as we discuss:

• The complexities of navigating money during a divorce (8:50)

Check out these resources we mentioned during the podcast:

• Tracy Coenen 

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.

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During his NFL tenure, Jedidiah Collins had an epiphany: he and many of his fellow players were financially illiterate. He knew he had to take action and address his poor financial habits.

He needed a money vehicle.

The Founder and CEO of Money Vehicle and author of Your Money Vehicle: How to Begin Driving to Financial Freedom! shares his mission to spread financial literacy to the masses.

Join us as we discuss:

• Jedidiah’s inspiration for coaching financial literacy (3:13)

Check out these resources we mentioned during the podcast:

• Jedidiah Collins

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.

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As digital continues to dominate the marketing strategies of financial brands, an abundance of opportunities has left many FIs and fintechs feeling overwhelmed.

By injecting people back into the digital equation, marketing teams and CEOs can escape this “channel paralysis.”

Jim Craig , Co-Founder of Conotext, LLC , tells us how financial brands can best utilize age-old tactics to up their digital marketing game.

Join us as we discuss:

- Paradox of choice in digital channel proliferation (5:18)

- Playing the long game in your SEO strategy (12:49)

- The cultural aspect of service versus sales (26:02)

Check out these resources we mentioned during the podcast:

- Jim Craig

- [email protected]

- Conotext, 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.

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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

[email protected]

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.

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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.

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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.

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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.