In this episode, host Dan Marks and Matt Allen, CMO at Flagstar Bank,  discuss using customer analytics to drive a shift in promotional strategies, including:  

• Research and analysis used to identify opportunity to shift marketing strategies 
• Gaining buy-in for that strategic shift 
• Outcomes and impact from this strategy 
• Actionable insight on implementing a relationship-based approach to marketing 
• Matt’s advice to his younger self 

Connect with Matt on LinkedIn  

Visit Flagstar’s website 

• James’ thoughts on his role as CEO
• Growth highlights at PenFed
• PenFed’s key growth drivers, including people, products, and channels
• Unique aspects of PenFed’s culture and the organization’s philosophy around people leadership and pay
• The impact on culture and performance of pay practices
• Key insights about leadership and integrity
• James’ advice to his younger self

Connect with James on LinkedIn

Visit penfed.org and penfedfoundation.org

• How the Fed’s dual mandate shapes inclusion and innovation 
• Which programs are positively impacting communities the most 
• Using data and analytics to guide decision making 
• Segmentation and relevance in the context of community development work 
• How modernizing the US payment system is beneficial 
• Payment modernization, digital currencies, and crypto 
• Douglas’ advice to his younger self 

Connect with Douglas on LinkedIn 

Visit stlouisfed.org/memphis 

• Bonus: hear the story behind the SEC Shorts YouTube channel 
• The idea behind John’s book 
• Why branding is crucial for banks, and why banks typically don’t do branding at a high level 
• How and why banks should leverage social media 
• The importance of “retargeting” 
• The effectiveness of email marketing and marketing automation for banks 
• How audience, channel, and message work together to drive impact 
• John’s take on SMS marketing 
• John’s advice to his younger self 

Connect with John on LinkedIn  

Check out John’s Book, No More Next Time: Marketing in the Age of Distraction 

Visit Renasant Bank online 

• Why creating and implementing a systematic onboarding program was a priority 
• Key components of First South’s systematic onboarding program 
• How First South’s approach to onboarding has evolved and improved over time 
• The results First South has seen from implementing onboarding changes and how the credit union measures results 
• How the systematic onboarding program fits into the overall member experience 
• Key take-aways for others considering implementing or upgrading an onboarding program
• Delynn’s advice to her younger self … and her work with Mid South Therapy Dogs  

Connect with Delynn on LinkedIn 

About First South Financial Credit Union 

Learn more about credit union marketing with the Marketing Association of Credit Unions 

Check out Mid South Therapy Dogs