Banking on Digital Growth

With all the emerging FinTech, it’s important to reflect on what is currently working in the industry to predict where the space is headed next. Only then can an organization restructure itself to welcome the new technologies. Alex Sion, Managing Director, Head of Venture Incubation, Global Consumer, Citi Ventures at Citi, joins the show to discuss his experience with the finance industry and preparation strategies for emerging growth. What we talked about: - Alex’s Journey and Transforming Banking - Reflecting on the Financial Industry to Move Forward - Trends, Patterns, & Purpose of D10X - Roadblocks within Emerging Growth to be Aware Of - Jobs to be Done Theory Explained - The Opportunities of the “Intrepreneurship” - FinTech VS. The Incumbents - Recommendations for Risk Aversion & Personal Growth to the Dear Listener Check out this resource we mentioned during the podcast: Alex.sion@citi.comTo hear more interviews like this one, subscribe to Banking On Digital Growth on Apple Podcasts, Spotify, or your preferred podcast platform.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

Empathy, diversity, & valuing the consumer are all at the core of why many big banks are losing out to smaller financial institutions. For too long, banking staples have put profit over the consumer experience and people are taking notice. Bradley Leimer, Founder of Unconventional Ventures, joins the show to discuss pain points for traditional banks and strategies to adopt a new empathetic approach. What we talked about: Going Beyond Good in Financial Services Opportunities of Innovating w/ Empathy for Financial Brands Inclusivity & Losing Community in Big Banking How to Be Profitable w/ Purpose Roadblocks for Financial Brands to Adopt a Consumer-First Approach Actionable Step for the Listeners Check out these resources we mentioned during the podcast: Beyond Good by Theodora Lau & Bradley Leimer Kendrascott.com One Vision Podcast Bradley’s Twitter Bradley@Unconventionalventures.comTo hear more interviews like this one, subscribe to Banking On Digital Growth on Apple Podcasts, Spotify, or your preferred podcast platform. Hosted on Ausha. See ausha.co/privacy-policy for more information.

When business feels “good enough,” it can lead to a decline in customer experience. Providing new ways to educate customers and make the banking process easier should not only be looked at as advantageous to the success of the bank, but as a reminder that helping the customer is the first priority. Paul Long, Senior Vice President - Business Banking & SBA Lending at Timberland Bank, joins the show to discuss his approach to providing customers with a first-rate digital experience and always giving more than he will ever get back. What we talked about: 4 Pillars of Personal Growth for the Commercial Banker The 3 Different Kinds of Bankers The Princess Problem & How to Deal w/ a Surplus of Business A Proactive VS. Reactive Stance to Business Investing in Videos and Podcasts w/ the Intention to Educate Balancing ROI and Content Production Actionable Advice from Paul to the Listeners Check out these resources we mentioned during the podcast: Delivering Happiness by Tony Hsieh https://paultlong.com/ To hear more interviews like this one, subscribe to Banking On Digital Growth on Apple Podcasts, Spotify, or your preferred podcast platform. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ratings & reviews of a business can make all the difference in the business’ success. But with so many options for rating systems, where should a business focus their attention? Yelp or Google My Business or a combination of the two? James Robert Lay, Host of the Banking of Digital Growth Podcast, discusses his take on best strategies for navigating rating systems. What we talked about: The Importance of a Good or Bad Review for the Success of a Business The Secret of Ratings Ratios Whether to Focus Attention on Yelp or Google My Business & Strategies Setting Up an Engagement Strategy Check out this resource mentioned during the podcast: Andrew Thomas’ Inc.com Article To hear more interviews like this one, subscribe to Banking On Digital Growth on Apple Podcasts, Spotify, or your preferred podcast platform. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Content creation will be the number one most in-demand skill over the next decade. If you want to maximize your digital growth potential, you need to master creating killer content. But where do you start? To answer that, I turn to someone who has built an incredible brand YouTube with phenomenal content: Jennifer Beeston, SVP of Mortgage Lending at Guaranteed Rate. She joins the show to share the insights she picked up along the road to 4.5 million views on YouTube. We discuss: - Why YouTube can help you maximize your digital growth potential - Why you need to work with compliance when launching your content - Why it’s not about the views, it’s about the conversion Check out these resources we mentioned during the podcast: - Jennifer’s YouTube 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.

When it comes to financial content, there is a myth that everything needs to be formal and traditional. So many financial brands are limiting their reach by not producing conversational content. Just ask today’s guest Madeline Anderson-Balme, Marketing Manager at MIT Federal Credit Union, where she exploded the brand’s audience by connecting in a conversational way. In this episode, we discuss: - Why a conversational approach is so effective - How to get buy-in for a new content approach - Why home-grown content beats curated content 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.

The rumors of SEO’s death have been greatly exaggerated… Probably by people who aren’t doing it right. Today’s guest understands better than most the right way to approach SEO. Scott Gardner, Founder at New Media Advisors, joins the show to teach you how to nail that approach. We discuss: - Why all SEO is local - The advantages smaller institutions have over their large national competitors - Why you need to interview the experts if you want to craft killer content 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.

Small business banking is 20% of global banking revenue, which means if you are a bank or credit union… You can’t afford not to do it. When you want to figure out the best SMB lending model, you turn to today’s guest, Gord Baizley, CEO at JUDI.AI. He joins the show to discuss: - The 5 biggest opportunities in small business lending - The culture required to thrive in small business lending - The importance of benchmarking and being able to iterate quickly 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.

While the COVID-19 Pandemic has encouraged the transition to digital, many still struggle to fully comprehend its importance and how to integrate it. Oversight can lead to employees unsure of how to use new technologies, resulting in a poor customer experience. John Findlay, CEO of LemonadeLXP, joins the show to discuss the digital transformation and how companies can embrace the change and benefit. What was talked about: - Giving Equal Focus to New Technologies & People - Educating Internal Teams to Improve the Customer Experience - The Dos and Don’ts of Employee Training - Why Attention to the Customer Experience is on the Rise - Financial Education for the Masses - Key Takeaways for the Listener Check out the resources below for more information: - John’s LinkedIn - JFindlay@LemonadeLXP.com  To hear more interviews like this one, subscribe to Banking On Digital Growth on Apple Podcasts, Spotify, or your preferred podcast platform.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

The last year wasn’t what anyone expected, but plenty of good things came out of the chaos of the pandemic. Here at Banking on Digital Growth, the silver lining comes in the form of 100 episodes. And it wouldn’t be possible without you. To celebrate, I’ve curated the key insights from the top 10 episodes — picked by you, the dear listener. So, I’d love for you to join this very special episode you made possible as we countdown the most important lessons from some of our phenomenal guests: Chris Skinner, Ron Shevlin, Jay Palter, Matt Monge, Whitney Loe, Jeffery Kendall, Eric Berg, Kim Snyder, Bryan Clagett, and Kara Yaquinta. 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.