One-to-One with Geezeo: James Robert Lay, Chief Executive Officer, Digital Growth Institute

When you have the opportunity to ask some of the most interesting people in financial services and Fintech about where the industry is headed, sometimes fascinating insights are revealed. One-to-One with Geezeo is an ongoing series that gives our friends, clients, and partners an opportunity to share their experiences and their knowledge to gain an idea of where this exciting industry is heading. In this installment, Amy Hibbard talked with James Robert Lay, Chief Executive Officer of Digital Growth Institute about how digital marketing innovations help the financial services industry do what they do best, help people.

Geezeo: Tell us, what led you to your company’s evolution?

Digital changed the way people shop for and buy financial services. This means financial marketing must change too. However, we understand change like this can feel frustrating and overwhelming when bank and credit union leaders are not exactly sure how to break free from legacy thinking and systems like branches and broadcast channels.

Furthermore, we found banks and credit unions are often held back by legacy systems and thinking along with three fears:


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