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
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
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:
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
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
