Unlocking Loan and Deposit Growth through Data

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 customer growth platform that transforms complex bank data into actionable growth opportunities for community and regional banks, joins the show to discuss how financial brands can turn data into actionable growth opportunities. This episode highlights the importance of not waiting for perfection to start engaging customers, leveraging both digital and relational engagement channels effectively, and ensuring that product offerings align with customer needs. The big takeaway? Human experience and building authentic relationships can inevitably lead to more business and profitable relationships.

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💡 Learn more: https://www.digitalgrowth.com/

👋 Connect with James Robert Lay: https://bit.ly/4eFeoZ5

📆 Book James Robert Lay for your next event: https://www.jamesrobertlay.com/

📖 Leadership & Growth: https://www.bankingonchange.com/
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Topics:

00:00 Welcome to The Banking on Digital Growth Podcast
02:04 Personal and Professional Updates
03:58 Upcoming ABA Bank Marketing Conference
04:28 Turning Data into Deposits and Revenue
09:59 Digital vs. Relational Engagement
15:05 Account-Based Marketing Explained
22:48 Building Transformational Relationships
26:04 Overcoming Challenges in Financial Growth
35:29 Final Thoughts and Takeaways

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