Bästa Digital Banking podcaster (2024)

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455) Transform Your Relationship with Money: Changing Beliefs and Building Wealth 37:47

1d ago37:47

37:47

For many, money feels more like a burden than a blessing. Guilt, shame, fear, and self-sabotage often sabotage our ability to achieve financial freedom, leading to cycles of stress and unfulfilled goals. These struggles aren't just about numbers—they're rooted in deep-seated beliefs formed early in life. Julia Carlson, author of Money Loves You: Tr…

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Navigating the AI Landscape in Financial Institutions w/ Shekhar Vemuri 1:24:09

11d ago1:24:09

1:24:09

In this episode of the Digital Banking Podcast, Josh DeTar spoke with Shekhar Vemuri, SVP, CTO, VP Analytics at EXL Analytics. Vemuri shared insights on the evolution of AI in banking and its practical applications. Vemuri explained how AI has progressed from basic automation to more complex tasks like understanding unstructured data. He highlighte…

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454) Building Trust in Banking: The Modern Banker and the Wisdom Economy 42:22

8d ago42:22

42:22

Trust, composed of both words and actions, is now harder to maintain as customers have become more knowledgeable and have a wide array of financial service options beyond traditional banks. The shift from a personal, relationship-focused banking experience to a more automated, regulation-heavy environment has eroded trust between banks and their cl…

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453) From Thinking to Thriving: Leveraging the Kolbe A Index to Move Past Inaction 28:58

9d ago28:58

28:58

Ever found yourself saying, “I need to think about it”? For many financial leaders, this simple phrase hides a deeper hesitation that keeps them stuck in inaction. Often, this delay stems from overanalyzing or waiting for certainty, which can stall growth, innovation, and much-needed progress. In today’s fast-paced digital landscape, waiting too lo…

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452) Logic Meets Intuition: Strategic Growth in Banking 42:20

15d ago42:20

42:20

In the realm of strategic planning, branding, and marketing for financial institutions, there exists a continuous tension between using pure logic and rationale versus tapping into feelings, emotions, and intuition. Leaders and marketing professionals often struggle with balancing these approaches, resulting in a disconnect within their strategic e…

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451) Why Playing it Safe is Risky Business for Bank and Credit Unions Leaders 37:11

16d ago37:11

37:11

Risk aversion has become a paralyzing force within banks and credit unions, particularly in marketing and sales teams. For institutions that prioritize security, the common reflex is to avoid taking bold action—often to prevent failure or blame. However, as Audrey Cannata and James Robert Lay explore in this episode, it’s precisely this fear of fai…

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450) The 3-Step Framework for Change: A Path to Growth for Financial Institutions 38:07

22d ago38:07

38:07

Change is hard—especially in the financial industry, where traditional approaches can feel like a comfortable safety net. But as financial brands aim to grow and stay relevant, inaction or rigid mindsets can hold entire teams back. Adapting to new technologies, customer expectations, and market shifts isn’t just about keeping up; it’s about creatin…

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449) Leadership Burnout in Financial Services: Why Staying Stuck is No Longer an Option 27:19

23d ago27:19

27:19

Many financial brand leaders feel stuck and unable to take the necessary actions to overcome the challenges they face. This sense of being stuck can stem from several factors, including pride, arrogance, fear of conflict, and the fear of looking in the mirror and confronting unpleasant truths. This stagnation not only impacts the leaders personally…

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PrimeBank’s Digital Transformation Journey with Tyler Marshall 1:06:03

25d ago1:06:03

1:06:03

In this episode of the Digital Banking Podcast, Josh DeTar sits down with Tyler Marshall from PrimeBank to discuss the bank’s digital transformation journey. Tyler shares how PrimeBank recently undertook a core conversion, challenging traditional banking practices to improve efficiency and better serve their customers. This transformation allowed P…

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448) Digital vs. Human: The First Step to Unlocking Growth in Financial Services 49:40

29d ago49:40

49:40

Financial brands often focus on digital transformation and new technologies to drive growth, but they miss a critical piece: human transformation. Without aligning their teams and culture to embrace change, even the best technology won’t unlock new opportunities. Sticking to old habits while trying to implement new technologies creates roadblocks, …

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447) The Digital Growth Accelerator: The Fastest Way to Thrive in 2025 42:02

1M ago42:02

42:02

There’s no sugar coating it: Your bank or credit union is losing money—right now—because of hidden blind spots in your customer journey. If you don’t take action, these problems will persist, costing you even more in 2025. The longer you wait, the more you risk falling behind your competition. But the real issue? You probably aren’t even aware of j…

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446) The Future of Financial Branding: Building Trust and Influence through Content 52:00

1M ago52:00

52:00

Financial brands miss out on millions in loans and deposits by not leveraging digital growth strategies and personal branding. There's a hesitation to utilize new communication channels like social media or podcasts due to compliance concerns and traditional mindsets. Ray Drew, top-producing SBA Lender and the host of #1 Podcast in the SBA Industry…

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445) Humanizing Digital Experiences: A True Story of Why People Still Matter 27:43

1M ago27:43

27:43

In today's digital age, creating a human connection in online interactions is crucial for enhancing customer journeys, especially for financial institutions. However, many banks and credit unions overlook this necessity, leading to missed opportunities and diminished customer satisfaction. In the latest episode of the Practical Perspectives, Audrey…

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Navigating Global Banking Trends: A Conversation with Donat Husjainov 1:21:19

1M ago1:21:19

1:21:19

In this episode of the Digital Banking Podcast, host Josh DeTar sits down with Donat Husjainov, Chief Product Manager at XDataGroup, to explore the transformative power of innovation in global banking. Donat shares insights from his diverse experience, highlighting how Estonia's unique ecosystem fosters a culture of innovation and supports a thrivi…

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444) The Power of Movement: Mastering Your Body to Master Your Mind 49:37

1M ago49:37

49:37

In this episode of the Practical Perspectives series, James Robert Lay and Audrey Cannata discuss a powerful yet often overlooked connection—the relationship between physical movement and overcoming mental roadblocks like fear, anxiety, and complacency. They explore the idea that taking action, even small physical steps, can help break through peri…

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443) Mastering Onboarding and Engagement for Banks and Credit Unions 42:57

1M ago42:57

42:57

In this special episode of the Exponential Insights, James Robert Lay is joined by both Corey LeBlanc, co-founder and COO/CTO at Locality Bank, and Har Rai Khalsa, CEO and co-founder of Swaystack. Together, they dive deep into the critical topic of optimizing onboarding and engagement for banks and credit unions. They’ll share their expert insights…

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442) Unlocking Digital Growth: Bridging the Gap Between Data and Action 1:10:19

2M ago1:10:19

1:10:19

In today's episode of the Exponential Insights series we discuss a significant issue faced by financial institutions: the loss of loans and deposits via their websites. Despite the clear advantages, many credit unions and banks struggle with the digital transformation needed to optimize their website's performance. James Robert is joined by Derik K…

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441) Reducing Friction: Optimizing the Loan Application Experience 34:24

2M ago34:24

34:24

This episode of the Practical Perspective series dives into the hidden gaps and friction points in financial brand customer journeys that lead to loss of potential loans and deposits. James Robert Lay, along with Audrey Cannata, share insights from a recent website secret shopping study. They identify how confusion, friction, and unclear expectatio…

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Optimizing Member Experience in Digital Banking with Chad Ritchie 1:02:59

2M ago1:02:59

1:02:59

In the latest episode of the Digital Banking Podcast, host Josh DeTar welcomed Chad Ritchie, CIO at Ventura County Credit Union, for an insightful discussion. Ritchie emphasized the importance of aligning technology strategies with member needs and outcomes rather than adopting new tech for its own sake. He highlighted how data control and innovati…

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440) Unlocking Website Potential: Asking the Right Questions 31:55

2M ago31:55

31:55

Many financial institutions struggle with understanding why their websites lose out on potential loans and deposits. Often, the questions they ask in feedback forms fail to distinguish between different user journeys, leading to misleading insights and uninformed decisions. In this episode, James Robert Lay and Audrey Cannata discuss how tailoring …

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439) Closing the Leadership Gap: Shaping the Future of the Financial Industry 42:08

2M ago42:08

42:08

Most financial institutions are stuck in the present, lacking the forward-thinking leadership needed to navigate and thrive in a rapidly changing environment. Leaders within these organizations frequently find themselves overwhelmed by day-to-day operations, which restricts their ability to focus on future growth and innovation. On this episode of …

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438) The $100 Million Problem: Calculating the Financial Impact of Abandoned Applications 32:58

2M ago32:58

32:58

In this episode of the Practical Perspectives series we share how a regional bank’s 67% abandonment rate on personal loans translates into a staggering loss of $100 million annually in interest income. The situation is further amplified by the fact that the brand is investing in paid advertisements to drive traffic to these pages, and only 25% of u…

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Reshaping the Industry: The Rise of Open Banking and Non-Bank Lending with Chris Aliotta 1:16:08

2M ago1:16:08

1:16:08

In the latest episode of the Digital Banking Podcast, host Josh DeTar sat down with Chris Aliotta, President and CEO of Quantalytix, to discuss the future of banking and technology's role in transforming the industry. Aliotta shared insights from his journey, which began with a fascination for technology at a young age, eventually leading him to cr…

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437) Behind the Scenes: Secret Shopping Our Own Website 35:02

2M ago35:02

35:02

After facilitating over 1200 website secret shopping studies for financial brands over the past decade, the Digital Growth Institute decided it was time to drink their own medicine. After recently launching their new website, they put out a call-to-action for industry leaders to provide real-time feedback. In this episode of the Practical Perspecti…

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436) The Website Blind Spot Benchmark Study: Results and Insights 34:02

2M ago34:02

34:02

Let’s face it, a lot of financial institutions are really struggling to position themselves online and make the most of their digital channels. Many banks and credit unions sound more like robots with their scripted value propositions and fail to address the real issues their account holders have. This leads to a ton of missed opportunities and a l…

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435) Unlocking Loan and Deposit Growth through Data 39:44

2M ago39:44

39:44

Financial brand marketing and sales leaders face the challenge of consistently making new connections that lead to loan and deposit growth. They often struggle to leverage data and customer insights effectively to deepen relationships, which is crucial for fostering new connections and driving business outcomes. Brian Bauer, CEO of Revio Insight, a…

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434) Website Secret Shopping 101: A Guide to Uncovering Consumer Journey Blind Spots 44:44

3M ago44:44

44:44

Many financial brand leaders are unsure where to begin when it comes to secret shopping their website and often feel intimidated by the process—if they even know what website secret shopping is. That’s why on this episode of the Practical Perspectives series, James Robert Lay and Audrey Cannata break down everything you need to know about website s…

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433) Social Listening: Lessons from Frost Bank’s Customer Experience 30:34

3M ago30:34

30:34

Financial institutions often struggle to manage and appropriately respond to online feedback, especially negative reviews, risking the loss of potential loyal customers. Statistics reveal that a single negative review can severely damage a brand’s reputation, requiring up to 40 positive experiences to counteract it. In this episode of the Banking o…

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The Fusion of Physical and Digital Banking: Insights with Donovan Forrai 1:09:24

3M ago1:09:24

1:09:24

In a recent episode of the Digital Banking Podcast, hosted by Josh DeTar, Donovan Forrai, Director of Sales at DBSI, shared insights on the evolving landscape of banking. Forrai emphasized the importance of small-town values and community engagement in financial services. Growing up in the Midwest, he learned early on the significance of losing as …

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432) Three Common Website Secret Shopping Objections Debunked 45:30

3M ago45:30

45:30

Many financial brands may not realize that their websites could be their biggest sales blind spots due to lack of proper evaluation. Without secret shopping, banks and credit unions may not identify critical issues that could be causing them to lose out on potential loans and deposits. This episode of the Practical Perspectives series advocates for…

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431) The Future of Banking: Insights on Change, Learning, and Transformation 39:50

3M ago39:50

39:50

In a rapidly changing world driven by exponential technological advancements like AI, many leaders, teams, and organizations struggle to keep pace. This creates a widening gap between linear human perception and the exponential nature of change, leading to feelings of fear, stagnation, and a lack of growth. Many financial brand leaders, especially …

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430) Financial Freedom Made Easy: Gordon Stein’s Cashflow Recipes 29:00

3M ago29:00

29:00

It’s not surprising that a significant portion of Americans are struggling with their finances, with many living paycheck to paycheck. Even those working within financial institutions are not immune to these issues. This episode of the Exponential Insights series offers a practical and straightforward solution to this widespread problem. Guest Gord…

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429) Why Are You Here? Challenging Leaders to Find Meaning and Motivation 45:48

3M ago45:48

45:48

As financial brand leaders navigate the complexities of a post-COVID world, the economic shifts, and the rise of artificial intelligence, feelings of exhaustion and burnout are rampant. Leaders and team members alike are struggling to stay engaged and find fulfillment in their roles. The pervasive cultural norm of complaining about work and separat…

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Mac Thompson: The Human Side of Banking & Understanding Customer Needs 1:09:50

3M ago1:09:50

1:09:50

In a recent episode of the Digital Banking Podcast, host Josh DeTar interviewed Mac Thompson, the Founder and CEO of White Clay. Thompson shared his unique journey from a punk rock surfer kid to a leader in the banking industry, illustrating how his unconventional background shaped his innovative approach to financial services. He discussed the sig…

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428) The $10,000 Website: Underestimating the Value of Digital in Financial Services 33:39

3M ago33:39

33:39

Many financial brands are underinvesting in their digital sales channels, especially their websites, in 2024. Organizations often view their website as a one-time cost rather than an ongoing investment and fail to recognize its critical role in the customer buying journey. Failing to adapt to the digital shift can lead to being left behind by compe…

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427) Leading Beyond Fear: Taking Action to Conquer Doubt and Drive Growth 39:26

3M ago39:26

39:26

Many leaders struggle with the fear of change, failure, uncertainty and not being good enough. Left unchecked, fear can become debilitating and prevent you from taking the actions needed to move forward. You may find yourself procrastinating, doubting your abilities and resisting needed changes that feel uncomfortable. In this episode of the Practi…

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426) If I Were a Bank CEO: Empowering Change for Financial Leaders 45:48

4M ago45:48

45:48

Many financial brands struggle to adapt to the rapidly changing landscape of digital banking, often feeling overwhelmed and uncertain about how to maintain growth and customer engagement in the face of continuous technological and market changes. Financial brand leaders frequently express feelings of exhaustion, confusion, and indecision when tryin…

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425) Overcoming Onboarding Blind Spots for Banks and Credit Unions 40:39

4M ago40:39

40:39

Are you aware of the number of loans and deposits you're losing due to blind spots in your bank's or credit union's onboarding experience? According to the Digital Banking Report, 46% of newly opened accounts go inactive within the first year. To put it differently, almost one out of every two accounts your financial brand opens has the potential t…

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Margarete Mucker: Pioneering Change in Digital Banking 1:40:28

4M ago1:40:28

1:40:28

In a 100th episode of the "Digital Banking Podcast," host Josh DeTar welcomed Margarete Mucker, a recently retired EVP of Operations from Star One Credit Union. DeTar and Mucker delved into her profound impact on the financial industry and shared personal stories highlighting her career and life decisions. Mucker's narrative began with her early ba…

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424) Beyond AI: Mastering the Mind for Financial Brand Leaders 39:21

4M ago39:21

39:21

What is the most important technology for financial brand leaders to master in the age of AI? While many immediately think of AI as the crucial technology, James Robert suggests that the most vital technology is actually the one between our ears – our minds. Jennifer Beeston, the number one VA mortgage lender in America and author of "Brain Hacked:…

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423) Navigating User Experience Pitfalls: The Impact of Misaligned Expectations 24:11

4M ago24:11

24:11

In the latest episode of the Practical Perspectives series, James Robert Lay and Audrey Cannata highlight the often unseen complexities of opening new deposit accounts at financial institutions. They reveal how a cumbersome user experience can overwhelm and even frustrate customers, leading to lost opportunities for banks and credit unions. Through…

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422) The Mountain is You: Turning Self-Sabotage into Self-Mastery 52:39

4M ago52:39

52:39

In this episode of "Banking on Digital Growth," hosts James Robert Lay and Audrey Cannata share insights from the book "The Mountain is You." They discuss self-limiting beliefs and self-sabotage, emphasizing how these can impede both personal and professional progress. Audrey shares her immediate connection with the book and discusses self-sabotage…

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421) Balancing Digital and Human Connections in Banking 37:56

4M ago37:56

37:56

Despite the rise of digital-first and digital-only banking tools, there remains a strong desire for personal interaction in banking. Many people still prefer human interactions because they inherently trust people more than automated systems. In this episode, James Robert shares a live, real-time example of a failed attempt to connect quickly with …

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Caitlin Brama: Leading Credit Unions with Empathy 1:23:31

4M ago1:23:31

1:23:31

In the latest episode of the Digital Banking Podcast, host Josh DeTar interviewed Caitlin Brama, the CEO of Farm Credit Employees Federal Credit Union. Brama shared her unconventional journey to becoming a credit union CEO, highlighting her transition from a branch manager role and the challenges she faced along the way. Her story underscored the i…

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420) Reduce Cognitive Load for Better Conversion 45:27

4M ago45:27

45:27

A significant issue facing financial brands is the overwhelming number of choices and decisions account holders and prospective account holders face daily. This cognitive load can lead to a poor shopping experience on financial websites, resulting in the loss of millions in loans and deposits. Jon MacDonald, founder and CEO The Good, and author of …

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419) Beyond Traffic: Enhancing User Experience on Campaign Landing Pages 34:15

4M ago34:15

34:15

Many financial institutions experience limited conversions when running paid traffic to their campaign landing pages. They invest significant ad dollars but fail to capture and convert leads effectively, leading to wasted resources and missed opportunities for loans and deposits. To overcome these obstacles, financial institutions should enhance tr…

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418) The Digital Growth Blueprint: A Roadmap for Financial Brands 24:27

4M ago24:27

24:27

Over 80% of financial brands lack a clear digital growth strategy, leading to confusion and misalignment among marketing, sales, and leadership teams. This results in organizations getting stuck in cycles of chaos and conflict, unable to effectively address core fears related to change and growth. The absence of a well-defined digital strategy exac…

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417) Leadership & Change: Overcoming Self-Limiting Beliefs 40:44

5M ago40:44

40:44

Many financial brand leaders often find themselves questioning their role and value within their organization amidst periods of significant change and transformation. This self-doubt is commonly driven by imposter syndrome and a fear that the value they create may not be recognized or needed by their team or organization. By fostering adaptability …

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Debbie Miglaw: Navigating Digital Communication 1:01:30

5M ago1:01:30

1:01:30

In this episode of the Digital Banking Podcast, Josh DeTar welcomed Debbie Miglaw, Vice President of Digital Solutions and Business Development at Broadridge. Miglaw shared her unique journey from being a national champion in velodrome track racing to excelling in digital solutions and business development. Her early experiences in competitive cycl…

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416) The Birth of HUSTL: Digital Banking for Small Business Owners 33:05

5M ago33:05

33:05

In this episode of the Digital Growth Journeys series, Rob Hoyle, Chief Information Officer at Vantage West Credit Union, shares the story behind HUSTL, a new digital brand specifically designed for freelancers and small business owners. With features like custom project folders, seamless expense tracking, and dedicated customer support, HUSTL help…

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