Driving revenue growth through data-driven marketing and sales 

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Driving revenue growth through data-driven marketing and sales 
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Steve Mertz, EVP of Growth & Strategy with People First Federal Credit Union, joins Dan Marks to discuss how their team is leveraging data to boost member and revenue growth. Key points covered include:

  • Steve’s broad background with banking and credit unions and how that has prepared him to drive the overall growth agenda at People First
  • Steve’s passion for family and baseball 
  • The new executive team at People First being in place to accelerate growth after a period low to no growth
  • The challenge in brand perception and delivery that had to be addressed as a foundation
  • How to use data-driven insights to effectively coordinate marketing and sales activities 
  • Where Steve sees the puck going in applying data to generate tangible revenue outcomes 
  • Setting an array of proactive touchpoints to communicate to members in the way that they have signaled they prefer – including emerging channels like text and OTT video
  • Proactively generating sustainable low-cost funding to continue driving top quartile loan growth 
  • Steve’s mix of experience including brokerage licensure, branch service, and sales management 

 

Building essential leadership muscles for strong growth

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Building essential leadership muscles for strong growth
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D.G. Markwell with Credit Union Leaders joins Dan Marks to discuss leadership skills, best practices, and habits that will be essential to maintain strong growth into the future. Key points covered include:

  • How D.G.’s background growing a credit union from $100M to over $2B in assets set the stage for Credit Union Leaders 
  • How the mission of Credit Union Leaders helps the industry grow
  • Competing with the big banks and supporting communities 
  • How leadership looks in the digital age 
  • Best practices in data-driven digital growth and keeping a heart and passion for the community
  • How credit unions under $5B can tap into essential data-driven expertise without having to hire full time
  • Leadership essentials looking out 36 months, including: Empathy, mental health, digital transformation, the culture of data-driven decisions, financial education, marketing, and product development 
  • How to build teams effectively by relaxing and embracing the process – not to worry, but also recognize different talents and skills on the team 

 Forbes article that DG mentioned.

How technology enables a great member experience 

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How technology enables a great member experience 
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Drew Manning, CIO at KeyPoint Credit Union, joins Dan Marks to talk about how technology enables KeyPoint to deliver a great member experience today and into the future as the landscape changes. We specifically talk about:

  • Drew’s background and current role as CIO, along with his hobby as a Jazz musician (Drew’s Jazz Spotify channel)
  • Recent growth at KeyPoint 
  • Drew’s experience as a developer and how that informs his approach to leading as CIO 
  • Key growth drivers 
  • The role of data analytics – both historical trending and forward-looking predictive 
  • Managing risks to protect the member experience
  • Drew’s perspective on where the technology landscape is going 
  • How instinct and curiosity are key success factors 

 

The 10-billion-dollar answer – lessons learned from generating tangible results

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The 10-billion-dollar answer – lessons learned from generating tangible results
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Tim Keith, CEO at Infusion, joins Dan Marks to discuss what it means to deliver over $10 billion in balances for clients, how that connects to the Mission, and key lessons learned along the way, grounded in deep analysis of what actually drives tangible results. Key points covered include:

  • The $10B response balance milestone
  • What this means for clients and how it connects to our Mission
  • Lessons learned across four key performance optimization dimensions:
    • Audience selection and the capacity/propensity equation
    • Offer structure related to product mix
    • Creative/positioning
    • Channel mix including digital and OTT/CTV
  • How results are tracked and optimized

Insights from Banking and Fintech with Ashish Agarwal

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Insights from Banking and Fintech with Ashish Agarwal
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Ashish Agarwal, CMO at Kin Insurance (previously with Prosper), joins Dan Marks to discuss leaning in with strong analytics, customer, and commercial orientation and building a talented team to drive results. Some of the points we highlight in this episode are: 

  • Ashish’s background and progression through roles at Capital One, Remitly, Prosper, and now, Kin 
  • Observations on growth drivers and current consumer behavior from the FinTech perspective 
  • How the interest rate environment affects the marketplace 
  • How to use data and insights to inform marketing strategy 
  • Lessons learned from recent changes in consumer behavior and preferences 
  • How Brand and Performance disciplines in marketing work together to drive results 
  • Advice Ashish would give his younger self 
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