How to use Digital Channels to Drive Tangible Growth w/Tim Keith

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How to use Digital Channels to Drive Tangible Growth w/Tim Keith
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Tim Keith and Dan Marks provide an introduction and overview of the best practices to actually use Digital Marketing to drive tangible measurable growth. This overview comes from years of experience and analysis based on what does and doesn’t work at banks and credit unions around the country. 

Highlights include: 

  • The Digital landscape and why First Party data matters so much. 
  • How capacity and propensity inform targeting and awareness and engagement, and drive results. 
  • How to practically orchestrate a true omni-channel growth strategy. 
  • How Digital marketing drives measurable results across channels both online and in branch. 
  • How real account tracking works across channels and devices in the crazy world of people using ad blockers and click blockers. 
  • Expanding on the role digital and omni channel play to drive action along the entire lifecycle of the buying journey from Acquisition, to relationship expansion, to retention. 
  • Practical tips to quickly get traction at whatever stage you are in, in a digital transformation. 

The Digital First Brand and Marketing Strategy w/ Amber Fielder

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The Digital First Brand and Marketing Strategy w/ Amber Fielder
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Chief Marketing Officer at USE Credit Union, Amber Fielder, talks marketing strategy and her “Digital First” approach with host Dan Marks. Including: 

  • Amber’s marketing and sustainability background 
  • Growth at USE 
  • The brand journey 
  • Surprising data driven insights that drive strategy 
  • How Digital First comes to life in marketing 
  • How Digital First comes to life in the branch 
  • Amber’s advice to her younger self 

USE website  

Connect with Amber on LinkedIn 

Amber serves on the board of the Marketing Association of Credit Unions 

MAC spring conference 

 

Agility and Change Management w/ Amy Tharrington

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Agility and Change Management w/ Amy Tharrington
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State Employees’ Credit Union’s SVP of Marketing, Amy Tharrington, talks about agility and change management to build brands with host Dan Marks.
Including:
• Growth at SECU
• How personal balance drives high performance at work
• Amy’s progression of roles at different types of financial institutions
• The importance of understanding the associate and member mindset to build change programs
• Using data to inform a strategy
• How “playing up” helps develop talent
Connect with Amy on LinkedIn
Check out SECU

How My Training As A Creative Prepared Me To Lead The Brand w/ Kristen Curette

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How My Training As A Creative Prepared Me To Lead The Brand w/ Kristen Curette
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Community Resource Credit Union’s Marketing Director, Kristen Curette, talks all things design, digital, community, and leadership with host Dan Marks.  Highlights include: 

  • Big digital advances that helped lead to CRCU’s steady growth amidst the pandemic 
  • How Kristen’s creative background informs her leadership 
  • Kristen’s focus on community  
  • Using design to improve the customer experience
  • How staying grounded in the fundamentals while always learning and innovating are both super important 
  • Kristen’s advice to her younger self 

Connect with Kristen on LinkedIn 

Check out CRCU 

 

Successful Digital Loan Origination Strategies w/ John Deignan

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Successful Digital Loan Origination Strategies w/ John Deignan
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President and CEO of Baker Hill John Deignan talks all things loan growth with host Dan Marks. 

  • Highlights from a career spent helping financial services companies grow 
  • How work styles and processes are adapting to a hybrid world 
  • The most effective things financial institutions are doing to grow quality loans 
  • Keys to successfully digitizing an end to end loan origination process 
  • The top three (plus one) things that banks and credit unions to accelerate loan growth 
  • John’s advice on addressing and thriving in challenging situations 

Connect with John on LinkedIn 

Check out Baker Hill 

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