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
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
