Marketing

Digital Transformation

A Digital Branch Case Study: How Webster First Got Digital to Outperform its Physical Branches

There’s a lot of talk about “digital transformation” in the financial services industry, but what does that actually look like in practice? John Cournoyer, VP of Marketing at Webster First Federal Credit Union in Massachusetts, joins us to talk about the challenges and opportunities of their ambitious digital strategy. Top 3 Key Takeaways: Make sure you are using an apples-to-apples … Continue reading

The Cooperative Way

How Credit Unions Can Use the Cooperative Model to Win: Adam Schwartz, Owner of The Cooperative Way

Adam Schwartz, owner of The Cooperative Way, joins us to talk about why he thinks cooperatives are the best business model on the planet, what their competitive advantages are, and how to use the 7 cooperatives principles in your credit union. Cameron’s Key Takeaways: The core advantage of the cooperative business model is the alignment of interests; the core disadvantage … Continue reading

jill castilla

How to Turn Around a Struggling Community Bank: Jill Castilla, CEO of Citizens Bank of Edmond

Jill Castilla, the 2017 ABA Community Banker of the Year, joins us to talk about how she turned around a struggling bank through creating goodness in her community, how to implement innovative social media practices, why your ego is not your amigo, and how she is positioning her institution to be relevant for its next 110 years. Top 5 Takeaways: … Continue reading

Site Study: Umpqua Bank

When we ask our clients which financial websites they look to as inspiration for their own, Umpqua Bank’s website is one of the most commonly cited. We’re fans of the site too, so we’re taking a look at what makes it so popular and what could be done even better — and providing you with actionable steps to make Umpqua-inspired … Continue reading

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The Relevant Credit Union: How to Define Your Target Market

Cameron Madill talks to Ben Stangland and Charlotte Boutz-Connell of Weber Marketing about how credit unions can define their target markets to stay relevant, competitive, and differentiated after a century of mergers and growth. Tune in to learn why it’s important to know who to say “no” to, how to discover life events that cause members to be open to … Continue reading

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Mortgages for the People

Jack Baker, director of the mortgage center at the CDCU, joins us to talk about the opportunity to do well by doing good when you provide mortgages to the over 11 million undocumented immigrants in the U.S. He shares how you can eliminate the risk to your credit union while providing great rates, the impact the new administration’s actions will … Continue reading

Branch of credit union

The Digital Branch

It’s easy to focus on the brick and mortar branches of your credit union, but the truth is, your website is one of your most important branches — it’s where most people will go to learn about your credit union, research products, and, in many cases, join, open accounts, and take out loans. We call it The Digital Branch. We … Continue reading

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Six Questions Credit Unions Should Ask When Selecting a Cause Marketing Partner

Credit unions have long been known for their history of community service, which typically involves donating money or employee time to a local charity. But cause marketing is different — it’s a two-way street. Charities are not passive beneficiaries of your generosity, and they expect more from your partnership than a check. A cause marketing partnership is a marriage, of … Continue reading

Mother and daughter

Why Millennials and Traditional Marketing Methods Don’t Mix

With Millennials spanning two decades of age, it’s almost impossible to describe them as a homogenous group, but there is one thing almost all Millennials have in common — debt, and a lot of it. Millennials in the U.S. are burdened not only by student loans and skyrocketing rent, but by the $17 trillion debt the U.S. government is carrying. … Continue reading

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3 Spectacular Cause Marketing Fails — And How Your Credit Union Can Do Better

Cause marketing should be a win-win. You support a worthy cause while generating positive PR for your company. What could possibly go wrong? A lot, as it turns out. These three major companies messed up so spectacularly that you’ve probably heard of at least one, if not all, of the following PR nightmares. But don’t let these fails scare you … Continue reading

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