How culture and niche focus drives sustained growth at attractive ROEs w/Sean Kouplen

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How culture and niche focus drives sustained growth at attractive ROEs w/Sean Kouplen
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Sean Kouplen and Dan Marks discuss the culture of support and giving that Regent Bank has been thriving on both internally and externally, and how Sean has learned and developed his leadership strategy over the years as the Chairman and CEO at Regent Bank. 

 

  • How Regent Bank has generated sustained double-digit growth 
  • Regent’s use of technology enables their “niche is the new local” strategy 
  • Discover which niches Regents focuses on and why 
  • How building a culture of giving has attracted employees and customers 
  • Sean’s top 3 lessons learned around leadership 
  • Sean’s leadership takeaways and advice to his younger self 

 

Ed Francis at InBank has a similar approach to leadership and generates similar results.  Check it out: 

https://infusionmarketinggroup.com/podcast/a-brand-new-chapter-for-a-bank-with-100-years-of-history-w-ed-francis/ 

 

Accelerating the buying journey through advanced CRM technology w/Nick Holland

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Accelerating the buying journey through advanced CRM technology w/Nick Holland
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Nicholas Holland and Dan Marks explore lessons learned from Nick’s perspective as a marketer and now head of product at HubSpot – a leading provider of CRM technology. 

 

  • How HubSpot has grown recently 
  • How HubSpot used the voice of their customer to inform the product and growth roadmap 
  • How orchestration of marketing, sales, and service activities via a CRM can turbocharge growth 
  • Omni Channel customer journeys and how to use best practices for banks and credit unions 
  • How platforms, integrations, and ecosystems are impacting the future of technology for the front office 
  • Nick’s top key takeaways and advice to his younger self 

How to use Digital Channels to Drive Tangible Growth w/Tim Keith

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How to use Digital Channels to Drive Tangible Growth w/Tim Keith
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Tim Keith and Dan Marks provide an introduction and overview of the best practices to actually use Digital Marketing to drive tangible measurable growth. This overview comes from years of experience and analysis based on what does and doesn’t work at banks and credit unions around the country. 

Highlights include: 

  • The Digital landscape and why First Party data matters so much. 
  • How capacity and propensity inform targeting and awareness and engagement, and drive results. 
  • How to practically orchestrate a true omni-channel growth strategy. 
  • How Digital marketing drives measurable results across channels both online and in branch. 
  • How real account tracking works across channels and devices in the crazy world of people using ad blockers and click blockers. 
  • Expanding on the role digital and omni channel play to drive action along the entire lifecycle of the buying journey from Acquisition, to relationship expansion, to retention. 
  • Practical tips to quickly get traction at whatever stage you are in, in a digital transformation. 

The Digital First Brand and Marketing Strategy w/ Amber Fielder

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The Digital First Brand and Marketing Strategy w/ Amber Fielder
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Chief Marketing Officer at USE Credit Union, Amber Fielder, talks marketing strategy and her “Digital First” approach with host Dan Marks. Including: 

  • Amber’s marketing and sustainability background 
  • Growth at USE 
  • The brand journey 
  • Surprising data driven insights that drive strategy 
  • How Digital First comes to life in marketing 
  • How Digital First comes to life in the branch 
  • Amber’s advice to her younger self 

USE website  

Connect with Amber on LinkedIn 

Amber serves on the board of the Marketing Association of Credit Unions 

MAC spring conference 

 

Agility and Change Management w/ Amy Tharrington

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Agility and Change Management w/ Amy Tharrington
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State Employees’ Credit Union’s SVP of Marketing, Amy Tharrington, talks about agility and change management to build brands with host Dan Marks.
Including:
• Growth at SECU
• How personal balance drives high performance at work
• Amy’s progression of roles at different types of financial institutions
• The importance of understanding the associate and member mindset to build change programs
• Using data to inform a strategy
• How “playing up” helps develop talent
Connect with Amy on LinkedIn
Check out SECU
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