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

Banking on Digital Growth

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.

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