Building essential leadership muscles for strong growth

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Building essential leadership muscles for strong growth
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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 

 Forbes article that DG mentioned.

How technology enables a great member experience 

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How technology enables a great member experience 
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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:

  • Drew’s background and current role as CIO, along with his hobby as a Jazz musician (Drew’s Jazz Spotify channel)
  • Recent growth at KeyPoint 
  • Drew’s experience as a developer and how that informs his approach to leading as CIO 
  • Key growth drivers 
  • The role of data analytics – both historical trending and forward-looking predictive 
  • Managing risks to protect the member experience
  • Drew’s perspective on where the technology landscape is going 
  • How instinct and curiosity are key success factors 

 

The 10-billion-dollar answer – lessons learned from generating tangible results

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The 10-billion-dollar answer – lessons learned from generating tangible results
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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
    • Offer structure related to product mix
    • Creative/positioning
    • Channel mix including digital and OTT/CTV
  • How results are tracked and optimized

Insights from Banking and Fintech with Ashish Agarwal

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Insights from Banking and Fintech with Ashish Agarwal
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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 
  • Advice Ashish would give his younger self 

Building a brand based on mission and rooted in the community with Stephanie Dennehy

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Building a brand based on mission and rooted in the community with Stephanie Dennehy
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Stephanie Dennehy, Chief Marketing Officer at Cape Cod Five, joins Dan Marks on this episode to talk about some of the best practices for community banking. Stephanie has been in banking and financial services for 11 years and talks about the growth she has seen in her time in the banking industry. Some of the points we highlight in this episode are: 

  • Stephanie’s background and experience as a digital leader 
  • How Cape Cod Five expanded its leadership in business lending 
  • How culture and brand mutually reinforce each other 
  • How Stephanie’s marketing leadership has supported growth at Cape Cod Five 
  • How the mission of expanding financial wellness informs the go to market approach 
  • How the bank’s mission and values informed the key strategic decision to completely eliminate Overdraft fees 
  • How Cape Cod Five is implementing P2P payment systems to better serve their customers 
  • Stephanie’s advice to her younger self 
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