FIsionaries_AudioPodcast_CoLab_ColonyBank_2026_4_21_MR1005

20:52 3 speakers 8 chapters 52 segments
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Chapters

  1. 0:10
    Chapter 1: Hi, this is Jim Roos, coming to you from Colab 2026 in San Diego, California at the Yale Resort. 66s · Speaker 2

    Hi, this is Jim Roos, coming to you from Colab 2026 in San Diego, California at the Yale Resort. I'm really excited to be here today because we're going to be interviewing a number of people that are really stepping up their game and doing …

  2. 1:18
    Chapter 2: So I've been a colony for about three and a half years. 143s · Speaker 1

    So I've been a colony for about three and a half years. Before that, I was with a mortgage company for three years. And prior to that, I was working with a lawn and landscape company, helping them with internal operations. But I was also a …

  3. 3:42
    Chapter 3: You don't lose them in a nanosecond. 318s · Speaker 2

    You don't lose them in a nanosecond. They don't come in and go out immediately. Right. But that is what they do on digital communication. So how have you structured the data and the communication style to make it that you can keep the membe…

  4. 9:01
    Chapter 4: There might be tweaks here and there, but it's really a Frankenstein type of situation where it doesn't matter the moving parts that you have and the tools that you're using, but it's what you're trying to solve for. 78s · Speaker 2

    There might be tweaks here and there, but it's really a Frankenstein type of situation where it doesn't matter the moving parts that you have and the tools that you're using, but it's what you're trying to solve for. And I'd like to think o…

  5. 10:20
    Chapter 5: How do you figure that out? 110s · Speaker 1

    How do you figure that out? Because that's like the secret sauce to figure out where people are sometimes before they know it. So what's the process of figuring out? I mean, it's easy when you have a CD renewal or you have somebody that jus…

  6. 12:12
    Chapter 6: So you mentioned this answer you just gave me that you're waiting for some approval on copy. 71s · Speaker 2

    So you mentioned this answer you just gave me that you're waiting for some approval on copy. Yeah. Understanding digital communication, understanding real-time communication, understand reaching out to customers at a time of need that is no…

  7. 13:23
    Chapter 7: When I joined Colony, they were already in a position where they were ready to embrace technology and make these moves to recognize that they needed to meet the customers where they are. 306s · Speaker 1

    When I joined Colony, they were already in a position where they were ready to embrace technology and make these moves to recognize that they needed to meet the customers where they are. And part of that was marketing's job is still to faci…

  8. 18:31
    Chapter 8: you're not feeding your partners what you expect. 133s · Speaker 1

    you're not feeding your partners what you expect. Right. Because we're seeing this more and more. We've seen it quite a bit lately in that the organizations are actually pushing their partners, their solution providers to offer X, Y, or Z o…