Banks and fintech brands are missing opportunities to build real connections largely because of how they communicate.

On the show today: Mary chats with Allison Netzer about the second edition of her book, “Think Like a Brand, Not a Bank." They explore what it takes for a brand to pop in a commoditized industry. Hint: jargon, complexity, and “busy” messaging aren’t the answer.

Show Notes:

Allison's Book: Think Like a Brand, Not a Bank

🔗 https://brandthnk.co/book/

Subscribe to the Money Isn’t Everything podcast here:

🔗 https://www.crnrstone.com/gritty-insights/podcasts/money-isnt-everything

Connect with Mary on LinkedIn:

🔗 https://www.linkedin.com/in/mary-wisniewski-3a7578b/

Connect with Allison on LinkedIn:

🔗 https://www.linkedin.com/in/allisonnetzer/

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People with disabilities are often treated as a niche. In reality, more than 1 in 4 adults in the U.S. live with some kind of a disability.

Today on the show, Mary chats with father-son founders Amit and Angad Sahgal of LetMeDoIt about why financial services miss this market and how their startup is using technology to support independence and design financial tools that work for more people.

Show notes:

• LetMeDoIT
• People With Disabilities: An Underserved And Untapped Market For Banks

Subscribe to the Money Isn’t Everything podcast here:

https://www.crnrstone.com/gritty-insights/podcasts/money-isnt-everything

Chapters
[00:00] Meet the Father–Son Founders of LetMeDoIt
[01:03] “Disability Is Not a Niche” — The 62–70 Million Market
[04:01] The School Story That Sparked the Idea
[06:09] What Is Supported Decision-Making?
[08:36] Where Financial Services Gets Disability Wrong
[11:13] Support vs. Supervision: Why Autonomy Matters
[13:05] Why Credit Unions Are Key to Financial Inclusion
[18:11] From Financial Education to Real Access
[22:29] The Caregiver Perspective & Financial Safety Nets
[27:06] What’s Next for LetMeDoIt?

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It’s January, and people are thinking about their money habits again. Mary talks with Andy Bandyopadhyay, PhD, founder and CEO at Attune Insights, about why financial institutions ought to seize the moment and encourage consumers to make financial health appointments at their branches. They chat about how financial health isn’t a tool or a tab and why PFM rarely changes behavior.

Show notes:

• Attune Insights

Subscribe to the Money Isn’t Everything podcast here:

https://www.crnrstone.com/gritty-insights/podcasts/money-isnt-everything

Chapters:
[00:00] Welcome to Money Isn’t Everything + Introducing Andy Bandyopadhyay
[01:05] New Year, New You: Why Financial Health Starts With Looking
[03:23] Financial Health Appointments & Using the Branch Differently
[05:32] How Credit Unions Can Pilot Financial Health Centers
[07:17] Why Personal Financial Management (PFM) Tools Failed
[10:57] Knowing vs Doing: Why Information Alone Doesn’t Change Behavior
[12:31] Access Barriers: When Financial Help Is Hard to Reach
[16:05] Measuring Outcomes, Not Just Engagement Metrics
[22:50] The Myth: Finance Employees Are “Fine” Financially
[31:49] The Future of Financial Health, Trust & AI

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