Strategies for smart growth going into 2024

Top Quartile
Strategies for smart growth going into 2024
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Description: Chris Nichols, Director of Capital Markets at SouthState Bank discusses key strategies for growth in the current environment with Dan Marks. 

 Key points covered include:  

  • Chris’ background and role 
  • The interplay of balance sheet, income statement, and hedging strategies in the current environment 
  • How Chris’ team enables banks to implement the right balance sheet and customer tactics  
  • The importance of prioritizing customer relationship growth and picking the right areas to focus on in order to earn above the banks’ cost of capital
  • Best practices in driving relationship deposit growth 
  • How data, machine learning, and practical analytics can and should inform prioritized focus 
  • Chris’ perspective on what we will all wish we knew about 2024 ahead of time by the time we get to 2025 and look back on the year 

Using behavioral data to drive member experience improvements 

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Using behavioral data to drive member experience improvements 
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David Eldred, Chief Experience Officer of Solarity Credit Union, joins Dan Marks to discuss how he has used practical behavior-driven data to be a foundation for driving growth and improvement of the overall member experience. 

Key points covered include:  

  1. David’s career progression and current role 
  2. The growth trends that lead to a strategic imperative to put the member at the “center of the universe” 
  3. Tools and techniques to discover member preferences and differences by persona 
  4. How data drove the process and was used to tailor member communication 
  5. Best practices for change management both inside of the credit union and with the members 
  6. Key trends and emerging opportunities 
  7. David’s hobby as a board game publisher. See this link to discover his game: RPG Battles Home – RPG Battles 

A leading Chief Digital Officer’s perspective on growth

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A leading Chief Digital Officer’s perspective on growth
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Description: Doug Peacock, EVP and Chief Digital Officer of Associated Bank, joins Dan Marks to discuss how he is leading a Digital First/Product First strategic initiative to use digital channels to enhance the overall customer experience and profitable revenue growth at the bank.  

Key points covered include:  

  • Background and current role 
  • Growth at Associated Bank
  • The key growth drivers digital channels enable at the bank 
  • How advanced data analytics informs strategy and the impact AI will have 
  • Prioritizing engagement, retention, and originations with digital channel capabilities
  • How the digital experience supports sales both in the digital channel and in other channels 
  • The changing role of the contact center to support the overall experience
  • The importance of developing curiosity as a key leadership trait 

Current state of the Martech ecosystem and where the puck is going

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Current state of the Martech ecosystem and where the puck is going
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Scott Brinker, Editor at chiefmartec.com and VP of Platform Ecosystem at HubSpot, joins Dan Marks to discuss what the current state of the art looks like in the world of Marketing Data, Marketing Automation, AI, and the interaction of the different market participants.   

Key points covered include:  

  1. Scott’s background and experience in the space both as a founder of chiefmartec.com and in his
    current role.
  2. Key trends related to marketing data, AI, and no code/low code capabilities.
  3. How the landscape has changed since first-generation platforms such as Unica, Eloqua, and Marketo.
  4. The key benefit of a platform-based approach and how it is particularly relevant in periods of
    rapid innovation.
  5. Key considerations in highly regulated industries like financial services.
  6. Does Scott have a crystal ball that reveals the key trends to watch over the next 3-5 years? Tune in to
    find out.
     

Midpoint 2023 Industry Trends & Best Practices for Balance Sheet Growth

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Midpoint 2023 Industry Trends & Best Practices for Balance Sheet Growth
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Tim Keith, CEO of Infusion, joins Dan Marks to discuss current trends, opportunities for raising deposits for banks and credit unions, interest rates, and best practices. 

Key points covered include:  

  • Trends we are seeing as we work with clients all over the country at the start of 2H 2023. 
  • What we are seeing today regarding raising deposits efficiently and effectively with the huge focus on deposits over the last 6-9 months. 
  • Opportunities banks who need deposits should be focusing on as high probability wins and any similarities or differences for credit unions. 
  • How loan growth has changed with the current interest rate environment. 
  • What we are seeing regarding channel mix and best practices for execution. 
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