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
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:
Scott’s background and experience in the space both as a founder of chiefmartec.com and in his
current role.
Key trends related to marketing data, AI, and no code/low code capabilities.
How the landscape has changed since first-generation platforms such as Unica, Eloqua, and Marketo.
The key benefit of a platform-based approach and how it is particularly relevant in periods of
rapid innovation.
Key considerations in highly regulated industries like financial services.
Does Scott have a crystal ball that reveals the key trends to watch over the next 3-5 years? Tune in to
find out.
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.
David Hall, SVP, DX Director with Bank of Hawaii, joins Dan Marks to discuss key lessons learned during his history working across the front lines and back office at Zions, MX, and now at BOH, using data and personalization to make a difference in areas that really matter to customers.
Key points covered include:
David’s background and current role at Bank of Hawaii.
What David learned mixing tunes in the 90s.
What growth has been like at Bank of Hawaii recently.
How David’s experience as both a banker and FinTech executive uniquely informs his perspective.
How David sees consumer behavior changing fundamentally versus more cyclical changes driven by the economic/rate environment.
What David thinks about the intersection of media channels and sales/service channels.
How data informs the strategy being put in place at Bank of Hawaii.
Overall observations and lessons learned that David believes would be helpful to other bankers.
David’s advice to his younger self based on what he knows now, having served at multiple banks and in Fintech.
Steve Mertz, EVP of Growth & Strategywith 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
