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 creating a resilient, future-ready brand.

In this episode, James Robert Lay, joined by David Barone, EVP of Client Growth at Nymbus, dives into a simple, transformative three-step framework to help marketing, sales, and leadership teams move confidently through change. They break down how a “growth mindset” is the foundation for successful transformation and show why adaptability—both in mindset and in technology—can unlock new opportunities for scale and differentiation in an increasingly competitive financial landscape.

Join us as we discuss:

-Showing Up and Overcoming Perfection (09:21 )

-Differentiation through Verticalization (18:12)

-Scaling with Strategy (28:00)

You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 but also hampers the growth and effectiveness of their organizations.

The key to overcoming this stagnation lies in cultivating self-respect, trust, and continuous personal growth. It encourages leaders to engage in self-reflection, embrace change, and take courageous steps towards action and accountability. By mastering the 'software' of their minds, leaders can unlock their potential and lead their teams more effectively, contributing to a culture of respect, trust, and innovation within their organizations.

Join us as we discuss:

-Ego and Avoidance in Leadership (03:01)

-Conflict Avoidance and Personal Growth (09:27)

-Embracing Change and Continuous Growth (20:25)

You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

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, misaligned efforts, and frustrating customer experiences. If nothing changes internally, no amount of digital investment will drive the desired results.

In this episode, James Robert Lay and Danny Varghese, President of Fortimize, discuss how financial brands can break through these barriers by focusing on human transformation first. By building a culture that values adaptability, communication, and continuous learning, organizations can effectively implement digital tools and unlock new growth opportunities. Listen to learn how to set the foundation for both human and digital transformation in 2025.

Join us as we discuss:

-Challenges in Customer Acquisition (07:50)

-Opportunities for Efficiency and Relationship Building (13:20)

-People, Process, Technology, and Data (26:33)

You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

Hosted by Ausha. See ausha.co/privacy-policy for more information.