Charting a New Path w/ Jared Freeman

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Charting a New Path w/ Jared Freeman
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The President/CEO at OnPath Federal Credit Union, Jared Freeman, shares his story and leadership philosophy with host Dan Marks, including:

  • The growth at OnPath at its 60th anniversary
  • Key strategies for driving growth
  • The use of analytics and research to inform strategy
  • Jared’s leadership philosophy
  • An approach to fostering innovation and problem solving
  • The story of Jared’s path to becoming a CEO at a young age
  • Jared’s advice to his younger self

Connect with Jared on LinkedIn  Visit beonpath.org  Follow @OnPathFCU on social media

 

 

ROI Attribution w/ Tim Keith

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ROI Attribution w/ Tim Keith
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Infusion CEO Tim Keith talks ROI tracking and multi-channel attribution amongst the impending “cookie-pocalypse” with host Dan Marks, including: 

  • How do we practically link outcomes to key marketing activities to understand impact? 
  • How do we avoid stopping short and only looking at activity metrics like impressions and clicks? 
  • How can you put in place a practical measurement framework that avoids crumbling under its own weight of complexity? 
  • How to solve tracking outcomes across devices 
  • Best practices and practical tips based on decades of experience 

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 

How Signage and Physical Branding Contributes to Growth w/ Kyle Edmonds

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How Signage and Physical Branding Contributes to Growth w/ Kyle Edmonds
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 Kyle Edmonds, VP and Partner at Mitchell Signs, talks about the importance of physical branding with host Dan Marks, including:  

  • Signage trends and changes within the financial services industry 
  • Why banks and credit unions invest in physical branding 
  • Developing a strategy to begin or update exterior and/or interior branding 
  • New tech in signage 
  • How a comprehensive brand plan includes both physical and digital elements 
  • Kyle’s advice to his younger self 

Connect with Kyle on LinkedIn 

Visit Mitchellsigns.com 

Watch this drone footage of an innovative signage install  

How Core Values Drive Sustainable Performance w/ Shane Loper

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How Core Values Drive Sustainable Performance w/ Shane Loper
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Shane Loper, COO at Hancock Whitney Corporation talks to host Dan Marks about how his company’s values and mission relate to achieving top performance, including:  

  • Shane’s background and how it influences his leadership philosophy 
  • Shane’s journey from programmer to COO 
  • How core values and company mission impact decisions 
  • Examples and stories of how the company and community benefit from strong values 
  • How strong values help chart a path of innovation and growth 
  • Key take-aways and lessons learned 
  • Shane’s advice to his younger self.  Expanded on in this downloadable resource: Build a Great Personal Brand, a Message to My Younger Self  

Connect with Shane on LinkedIn 

Visit Hancockwhitney.com   

 

How Customer Analytics Drive Promotional Strategies w/ Matt Allen

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How Customer Analytics Drive Promotional Strategies w/ Matt Allen
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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 

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