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)

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.

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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.

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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.

With the rise of mobile banking, voice banking has taken a backseat. Many banks still use an outdated touch-tone model for their customers’ voice banking needs.

Yet, I believe voice banking is primed to take a great leap forward in optimizing customer engagement. We’ve seen tremendous strides in AI voice recognition technology over the last decade. Soon, your voice banking experience may be no different than talking with a teller.

In this episode of our Inside Digital Growth series, I dive into the digital mailbag and answer several burning questions you have about voice banking.

Join us as we discuss:

- What voice banking means for FIs and how it can help them grow (1:25)

- Concerns you should think about centered around voice banking (9:02)

- How voice banking aligns with KYC (‘Know Your Customer’) (13:42)

Check out these resources we mentioned during the podcast:

- Text your questions to James Robert at 415-579-3002

- James Robert Lay

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.

Audrey Cannata joins me once again to continue our Behind the Cover series. In this episode, we discuss Joey Coleman’s book Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days.

So many financial brands are built around customer acquisition that they end up neglecting the experience of their legacy clients.

But by taking a proactive approach, banks and credit unions can maximize customer retention.

Join us as we discuss:

- The conflict of customer acquisition versus retention (7:38)

- The difference between customer service and the customer experience (19:41)

- How financial services can invest in the customer experience (30:47)

Check out these resources we mentioned during the podcast:

- Audrey Cannata

- Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman

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’ve all been there - after opening an account with a new bank or credit union, you never hear a peep from them. Why aren’t financial institutions more proactive with their customer onboarding?

I’m joined by J.J. Slygh, Principal Product Marketer at Total Expert, to talk about why so many FIs fail to make their new customers feel welcome.

Communication is the key to deepening relationships, but a lot of financial brands can do better.

Join us as we discuss:

- Missed opportunities for deepening relationships with customers (6:11)

- Cross-helping your customers rather than cross-selling (15:47)

- Using customer data to help with proactive outreach (25:32)

Check out these resources we mentioned during the podcast:

- J.J. Slygh

- 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.

A lot of people get anxious when they hear the word ‘automation’ in corporate-speak, sparking a dystopian vision of robots and computers replacing humans at work.

But my guest, Glenn Hopper, believes that machine learning is simply another tool that can take financial brands to the next level.

The CFO at Sandline Global and author of Deep Finance: Corporate Finance in the Information Age argues that proper checks and balances can usher banks and credit unions into digital transformation with AI automation.

Join us as we discuss:

- Potential roadblocks and dangers of using machine learning (8:20)

- How to avoid being held hostage by AI automation (17:36)

- Splitting time on the present versus future focus through data (24:33)

Check out these resources we mentioned during the podcast:

- Glenn Hopper

- Find Glenn’s book, Deep Finance: Corporate Finance in the Information Age, on Amazon

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.