• Katie’s definition of “high-performance branding” 
• How Fidelity’s core values have shaped the bank’s brand 
• The ideal set of buying personas Fidelity’s brand is crafted to reach 
• Strategy driving the brand’s visual identity 
• How customer experience and community involvement help “prove” Fidelity’s brand values 
• The roles that targeted or addressable marketing, such as digital and direct mail, play in building the Fidelity brand 
• Katie’s advice to her younger self 

Connect with Katie on LinkedIn  

Visit Fidelity Bank online 

Check out the Bravely Onward website 

Read about Bravely Onward in The Wichita Eagle 

In this episode, Host Dan Marks and Rick Claypoole, Infusion EVP of Client Analytics, discuss this important topic, including:

• Keys to successfully executing a merger integration
• How banks and credit unions should use customer-level data alongside account data to plan for a successful customer experience 
• Virtual clean-room compliant customer analysis techniques and approaches
• How an Infusion Opportunity Assessment applies in M&A situations 
• Some of the key impacts in the customer experience that can make or break a deal meeting pro-forma
• The role “Super Onboarding” plays
• And … Rick’s surprising connection to Groundhog Day and advice to his younger self.

Connect with Rick on LinkedIn 

Visit Infusion online to learn more about how an Opportunity Assessment can help facilitate your M&A initiatives.

Because, says Infusion CEO Tim Keith, Infusion has a unique perspective on what’s happening in the community banking and credit union industry. “We get data every day from banks and credit unions all across the country, and we’ve built a standardized data model that allows us to take that data and transform it into normative intelligence in a lights-out, automated, rapid-fire kind of way.”

In other words, Infusion has a unique knowledge base to share and a finger on the pulse of the day-to-day goings on the in the increasingly complex world of community banking. 

In upcoming episodes you’ll hear from Infusion experts as well as other thought leaders in the industry, sharing best practices and discussing how industry trends affect their brands. “We’re super excited about this initiative want to be a more pollinator in the industry of the most up-to-date intelligence on what’s working, what’s not working, and what’s happening out there.”

And why the podcast is called Top Quartile? Because, Tim says, it’s all about the strategies and tactics that drive top quartile performance in community banking. “In other words, you are outperforming 75% of the market because you figured out how to make the particular strategy you’ve undertaken work in the environment you’re in,” Tim says. “What we want to offer the industry in this podcast are the factors that correlate with top quartile performance and the fundamental metrics to define profitable banking.”

Connect with Tim on LinkedIn 

Visit Infusion Marketing Group to learn more about how their knowledge, data, and marketing expertise helps community banks and credit unions grow their business.