Banking on Digital Growth

Banking on Digital Growth

If you’re part of a financial brand marketing, sales, or leadership team, you know the entire industry is in the midst of exponential change fueled by new technologies. Consumers now make purchase decisions long before they walk into a physical branch location, if they walk into a branch at all, while mobile banks, digital lenders, and fintechs have transformed traditional growth models rooted in legacy broadcast marketing and branch sales strategies.Get ready to gain practical insights, proven ideas, and empowering inspiration as financial brand marketing and sales leaders, along with the leading digital marketing and sales technology firms, share their stories to help you maximize your digital growth potential here on Banking on Digital Growth. Hosted by Ausha. See for more information.


April 9, 2024 35 mins

This episode of the Practical Perspectives series introduces a transformative strategic thinking framework called "TEAM," which stands for Time, Energy, Attention, and Money. This framework aims to help financial brand leaders optimize their resources and set healthy boundaries to achieve exponential growth personally and professionally.

By addressing these aspects, financial brand teams can better allocate their time, manage th...

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In today's fast-paced and digitally-driven world, financial brand teams are finding it increasingly difficult to navigate exponential change without experiencing mental exhaustion and burnout. The constant demand to be plugged in 24/7 has created a culture where deep, meaningful work and personal well-being are often sacrificed for the sake of perpetual connectivity and immediate response. The mental toll of being always "on" is ak...

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The marketing landscape is continuously evolving, creating uncertainty about the role and perception  of marketing professionals. 

Recent discussions, particularly on platforms like LinkedIn, highlight the shifting sands of the marketing landscape,  which has led to a declining interest in marketing majors or courses across university campuses. 

On this episode of the Practical Perspective series, we’ll discuss the future of ...

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When it comes to secret shopping your financial brand's website, uncertainty exists regarding the ideal number of users needed for testing and whether more users lead to proportionally greater insights.

On this episode of the Practical Perspective series, we will share expert data about the relationship between the number of users tested and the insights gained through website secret shopping studies. The results might even surp...

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85% of Americans feel anxiety and overwhelming emotions when thinking about their finances, a feeling that affects not only account holders but also those working within financial brands, possibly including the reader or listener themselves. This stress impacts personal health, relationships, and overall well-being, making it a significant issue that needs addressing.

In this episode of the Exponential Insights series, Daniel Wh...

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This episode of the Practical Perspectives series uncovers the critical concept of customer lifetime value (CLV) and how not knowing this key metric can significantly affect a financial brand's success. Discover the intricate relationship between CLV and how understanding this figure can align marketing strategies for an optimized digital experience.

Gain valuable insights into the customer journey, acquisition costs, retention ...

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Navigating change and transformation in the financial industry presents a complex challenge. Leaders and organizations often struggle to adapt, especially with the rapid advancements in AI and technology, risking stagnation and loss of competitive edge. Without effective leadership and a commitment to personal and organizational growth, the gap between current capabilities and the evolving demands of the financial landscape widens.


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Financial brands often face challenges in digital growth due to a lack of awareness about the problems within their websites. Many don't realize they have issues that hinder their digital performance, while others acknowledge these problems but do not feel the urgency to address them. Additionally, some brands feel stuck and unable to make progress, often due to limitations with their tech stack or internal alignment.


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Many financial brands are navigating the digital landscape with blind spots, as our research indicates that a staggering 85-90% of financial brands have never conducted a website secret shopping study, leaving them in the dark about user experience.

Imagine spending countless resources on designing and maintaining a digital platform, only to find out it doesn't resonate with your target audience or fails to convert visitors into...

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The financial landscape is increasingly being influenced by factors such as technology and global economic shifts. Leaders must adapt to these changes to avoid falling behind, especially as traditional models of operation are disrupted.

Dan Sullivan, founder of Strategic Coach, joins the show to introduce a framework for understanding these challenges and opportunities for growth. By leveraging insights from his new book, "The G...

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We're seeing a clear split between those who've grown up with the internet at their fingertips and those for whom digital tech is a learned skill. This divide is particularly noticeable in areas like social media and finance, where traditional approaches clash with digital expectations, leading to a disconnect in communication and service usage.

To bridge this gap, it's essential to explore the roots of these differences. Unders...

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Financial brands face a critical issue with account holder retention, struggling to maintain the accounts they work hard to acquire, if they are even aware they have a problem. Banks and credit unions invest heavily in acquisition efforts, only to see their gains erode due to poor retention practices.

Kelly Chambers, content strategist and writer, believes that by prioritizing personalized, relevant content and services, financi...

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When you think of the term "discipline," what comes to mind? Is it a constraint or a catalyst for growth? Particularly in challenging times, discipline might be the key for financial brand leaders to elevate themselves, their teams, and their organizations.

In this episode of the #BehindTheCover series, we Audrey Cannata and I explore "Discipline is Destiny: The Power of Self-Control" by Ryan Holiday, a recommended read for lead...

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Storytelling goes beyond just entertainment; it can truly change people. This power isn't just for leadership and personal growth but also helps motivate teams and bring about change in organizations.

Joe Byerly, an active-duty Army lieutenant colonel and the mind behind "From the Green Notebook," discusses how understanding and leveraging the art of storytelling can lead to exponential personal and organizational growth.


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Facing the challenge of a race, whether in athletics or in the competitive financial industry, requires more than just showing up. Without a solid strategy, you're merely running without direction, risking not achieving your full potential in both physical races and financial growth.

Just as athletes wouldn't dream of tackling a marathon without comprehensive training, financial institutions that leap into market battles without...

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Financial well-being is often compromised due to a lack of personalized guidance and accountability, leaving many feeling overwhelmed and underserved by traditional banking models. The gap between financial institutions and the personal financial health of individuals widens as services remain transactional rather than transformational, ignoring the emotional and practical needs of consumers.

This episode with Shannon McLay, fou...

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In this episode of the Practical Perspectives series, we uncover the challenges faced by a credit union during its online account opening process, where major friction points led to a staggering 60% of users abandoning their applications. The complexity and frustration of the process were pinpointed as the primary issues. We explore the effectiveness of website secret shopping studies and benchmarking against competitors in identif...

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Marketing often finds itself in a tight spot—seen as the event organizers and handling creative materials, but not always recognized for the strategic thinkers they are. This underestimation shadows the true potential of marketing to drive substantial growth and innovation.

Martha Bartlett Piland, founder and president at Banktastic and a visionary in bank marketing, joins the show to dive into this pressing issue. Martha shares...

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How would you define your relationship with money as a financial brand leader? What about the relationships that your account holders have with their money? And how might financial coaching help every single one of us reframe the relationships that we have with money so that we can all continue to level up our financial confidence?

Expanding on episode 369's insights, Audrey Cannata, Operations Lead at the Digital Growth Institu...

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Financial brands struggle to differentiate in a saturated market. Despite having diverse offerings, many institutions fail to create unique, engaging experiences for specific customer groups.

Austin Wentzlaff, co-founder and CEO of Nook, introduces their innovative approach, focusing on niche markets through a combination of lifestyle and financial content. This strategy allows credit unions and banks to create deeper connection...

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