Tapping growth through a focused strategy w/Janelle Herrera

Top Quartile
Top Quartile
Tapping growth through a focused strategy w/Janelle Herrera
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Janelle Herrera, the head of Marketing and Business Development at OnTap Credit Union talks with Dan Marks about OnTap’s unique mission tied to their roots and it focuses the growth strategy. Dive into the history at the bottom of the bottle on this fascinating Podcast episode of Top Quartile. 

 

  • How OnTap Credit Union was founded 
  • What exactly is ‘beer culture,’ and how it relates to the credit union’s roots 
  • Where Janelle prioritizes the growth strategy 
  • Leveraging data analytics to inform strategy 
  • Engaging the community in unique ways 
  • Best practices at OnTap Credit Union 
  • Words of advice that Janelle would give to her younger self 

How to win awards and crush ROI goals w/Gentry Moyes

Top Quartile
Top Quartile
How to win awards and crush ROI goals w/Gentry Moyes
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Gentry Moyes, Head of Paid Media at Mountain America Credit Union, goes behind the scenes with Dan Marks to unpack the who, what, and why of the MACCEE award winning campaign that Mountain America recently wrapped up that used influencers to authentically promote the, ‘My Style,’ checking product.

 

  • Gentry’s background and current role at Mountain America Credit Union
  • What growth has been like recently at Mountain America Credit Union
  • Winning the MACCEE award at the premier Marketing Association of Credit Unions MAC event
  • How the campaign came together
  • The spark of inspiration based on mountains of analysis
  • Going behind impressions to track the impact of the campaign on actual sales results
  • What is next for his award-winning campaign
  • Key lessons learned on managing the full campaign lifecycle from idea to tracking

Influencers:

 

Credit, Digital Lending, and how to use data in new ways w/Jeff Keltner

Top Quartile
Top Quartile
Credit, Digital Lending, and how to use data in new ways w/Jeff Keltner
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Jeff Keltner joins Dan Marks in this episode of Top Quartile to discuss credit, digital lending, and how to use data in new ways to expand access to credit. Jeff is the Senior Vice President of Business Development at Upstart and has a Computer Systems Engineering Degree from Standford.

 

  • Upstarts background and what need it fills
  • How new data sources can expand access to credit while still managing risk
  • How the changing economy and interest rates have affected the lending marketplace
  • The impacts on demand, fixed term, fixed rate, and if they are helping demand
  • How the branch channel is changing and the role it still plays in an omni channel world
  • Trends in financing and refinancing
  • Changes in consumer behavior and upcoming technology
  • The future of digitalization and the challenges we face with it
  • Advice Jeff would have given to his younger self

The Board of Directors Perspective on Growth in Community Banking and FinTech w/Kim Vogel

Top Quartile
Top Quartile
The Board of Directors Perspective on Growth in Community Banking and FinTech w/Kim Vogel
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Join Kim Vogel and Dan Marks as they discuss the unique role of the board of directors in overseeing rather than executing a bank strategy.  Kim serves on the board of directors for Tri Counties Bank as well as two FinTechs. 

 

  • How Kim’s background in Equity Research and FinTech startups informs her perspective
  • The board’s role as overseer rather than management
  • Effective board and management interactions
  • How to assess and manage risk rather than try to eliminate it
  • Keys to successful innovation and how to create a culture of “smart innovation.”
  • Real world stories and examples from multiple chairs
  • What Kim secretly wanted to be when she grew up and the advice she would give her younger self about pursuing a board role

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

Top Quartile
Top Quartile
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/ 

 

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