When was the last time you were happy to get an automated email? Probably… well, never. Right? 

Meanwhile, sales is rarely held accountable for the terrible customer experience they create. 

We can do better. We just need to be a little more human. 

My guest today,James Gilbert, Head of Marketing - CRMNext, is a big believer that more empathy — more humanity — in business is the only path forward for financial brands in today’s world.

In this episode, we discuss:

- How to have better conversations

- How to infuse more humanity into your brand

- The three pillars of a successful marketing team

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.

How much time does your sales team spend calling voicemail inboxes? 

Afterwards, do they have to punch that call into a CRM? 

If so, you might be wasting one of your financial brand's most valuable resources. 

Salespeople are too important to waste on anything other than speaking with customers. 

So says my latest guest, Chris Beall , CEO at ConnectAndSell , an expert in the most effective ways to utilize sales teams.

In this episode, we discuss:

How automation can help you make the most of your sales team

The best phrase to use on an unscheduled call

The two biggest mistakes holding financial brands back

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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It was only a 1988 bill that allowed women not to have a male signature for their business loan. Women just haven’t had the same generational runway that men have had, especially when it comes to business and finance.

In this episode, I interview Brian Harris, Executive Creative Director at Bradley and Montgomery, about growing a niche market and improving our marketing messaging to women.

Brian talks with me about:

- The size and nature of the perceived financial gap

- How FinTech has fostered an attitude of empathy

- Representation: showing a 27-year-old woman shopping for a home

- Being where your growth market is

Internalizing your goal of understanding what you’re saying to women

Related Episodes

- Ep. 71 w/ Jeffrey Kendall

- Ep. 105 w/ Jennifer Beeston

- Ep. 111 w/ James Robert Lay

https://www.digitalgrowth.com/podcast/banks-and-credit-unions-consumer-marketing-niche- Ep. 115 w/ 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.

As marketers, all want to be more data-driven, right?

Well, it’s just as important to avoid “death by data.”

We don’t just need more data — we need better data we can use.

Today’s guest is here to help you do just that. Kristin Harrison, Director Of Business Development at Webstrategies Inc., where she is leading the data-driven, digital marketing revolution.

In this episode, we discuss:

- How a data-driven mindset leads us out of the cave of complacency

- The importance of marketing automation

- How to foster alignment between sales, marketing and the rest of your organization

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.

Today, I’m tackling this listener question: How can our marketing team get executive buy-in to commit and focus our marketing and sales on a niche with the development of consumer personas?

In this solo episode, you’ll hear from me, James Robert Lay, CEO at Digital Growth Institute, about how to reimagine niches as defined not by geographical boundaries but mental ones.

In this episode we discuss:

- What personas are and how they create empathy

- Setting geography aside in favor of targeting niche beliefs

- Examples of successful financial brands built on niches that may surprise you

- What consumer personas and niches can do for you

Listen to these related episodes:

- Ep. 94. How to Best Serve the SMB Market with Embedded Fintech (with Derik Sutton)

- Ep. 109. Predicting FinTech & Strategies to Stay Relevant (with Alex Sion)

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 succeed or fail based on the technology…

Its success is dependent on the people.

It’s our individual humanity — our own transformation — that matters.

Which is why today’s guest, Jeff Ward, Enterprise Executive at Decisions, says we shouldn’t fear automation — we should embrace it. Because when we automate the routine, we free ourselves up to deliver the exceptional.

In this episode, we discuss:

- How to use automation to deliver a more human experience

- Why automation is not going to take your job

- How automation factors into the employee experience

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.

I’m turning the tables on you in this one. After over 100 episodes as your host, I surrender that seat to Laura Dolan, Senior Content Marketing Manager at Optimizely, as she interviews me about building a website that sells.

In this episode we discuss:

Check out these resources we mentioned during the podcast:

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.

How can we improve the way our marketing measures and reports on customer acquisition using digital channels right now? We're pretty much just measuring clicks, but not conversions, and not acquisitions.

In this episode, I'll be answering this question from Andrew, a CMO for a financial brand on the west coast.

I’ll cover:

- The view of marketing as a cost center (or, worse, kids playing with crayons)

- The 4 types of attribution

- How to find your cost per acquisition

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 old model for financial brands was always based around geography — find your local market and serve it.

These days, there are no local markets…

Only niches.

In this very special episode, I joinMary Wisniewski and Jeffery Kendall  to discuss how to harness the power of niche in your financial brand.

We cover:

- Why niche is the new local

- How to build a portfolio of niches

- How to find a niche to target

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.

People are searching for 3 things from financial brands: clarity, help, & hope. Through the power of storytelling, brands can move from a place of scarcity into a place of abundance—finally helping to alleviate the financial stress most people deal with.

Justin Breen, Founder & CEO of BrEpic Communications LLC, joins the show to discuss tactics to help people better understand how storytelling can transform a brand—ultimately helping customers towards a better financial future.

What we talked about:

- Media Transformation & The Future of Financial Brand Podcasts

- Operating from a Place of Abundance Instead of Scarcity

- Measuring Teams with Kolbe

- Financial Brands Stuck in a Narcissistic Cycle

- Simplifying the Pattern of Peoples’ Relationship w/ Money

Check out these resources we mentioned during the podcast:

- www.kolbe.com

- 30 Secrets to Build Your Business Exponentially and Give You the Freedom to Live the Life You Want By Justin Breen

To hear more interviews like this one, subscribe to Banking On Digital Growth on Apple Podcasts, Spotify, or your preferred podcast platform.  

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