Banking on Digital Growth

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 on 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 on 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 on 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 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.