Marketing Strategy

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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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Marketing to Millennials — Wisdom from an Action Sports Expert

Mark Lewman, Executive Creative Director of a design agency that works with brands like Nike, joins us to talk about the 3 things that Millennials want from brands they work with (hint: it’s not better prices, though that doesn’t hurt), why authenticity is so important, and what you can learn from skateboard marketing. Cameron’s Key Takeaways Be authentic! Make it … Continue reading

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Connecting the Heart and Mind: How The Disney Way and Community Impact Guide CoastHills Credit Union’s Strategy

Jeff York, CEO of $940M CoastHills Credit Union, joins us to talk about what he learned from working at Walt Disney’s company credit union about delighting members, how he thinks about community impact (hint: it’s not just writing checks), and how he connects to members’ hearts and minds to create engagement. Top 3 Takeaways Say hello! Have a greeter at the branch to … Continue reading

Punk Rock Marketing: How a Business Can Stand Out and Build Raving Fans in a Commodity Industry — Podcast

What does punk rock have to do with marketing? Find out in this podcast with Jenelle Isaacson, CEO of Living Room Realty, one of the fastest growing real estate companies on the West Coast. Jenelle shares what she learned about marketing from being a punk rocker, how she gave up control to her agents to find the stories that resonated in … Continue reading

Best Practices are for Beginners: The Secrets of Website Optimization — Podcast

  Conversion rate optimization expert Jon MacDonald, founder of The Good, joins us to talk about the 3 biggest killers of website sales and how to let your members tell you how to sell them more online. Plus, hear why he thinks we are just beginning to understand how to make websites effective sales channels — for credit unions and for all … Continue reading

Marketing with Passion and Effectiveness: Part 2

There was so much great material in Laura Woods’ interview that we just couldn’t cut it down! We split it into two podcasts, and we’re excited to share Part Two with you today. With more of her trademark fire, today Laura discusses why “empathy is everything,” how credit unions can share their “why” in the most effective way, and the … Continue reading

Marketing with Passion AND Effectiveness: Part 1

Laura shares her lessons from her innovative “Dreams” marketing campaign that gave the members who bank at 1st Financial a voice, how her credit union has become more profitable by avoiding loans that are A credit rated, and why empathy, vulnerability, and a distaste for the word “no” fuel her marketing philosophy. Cameron’s Top Four Takeaways: Give the people who bank here … Continue reading

Experiential Marketing and The Long Tail – Podcast

Jeff Stephens, a leading expert on financial services branding, joins us to discuss his career in branding financial institutions. Jeff discusses how to market to your members using all 5 of the senses, how the long tail is changing financial institutions, and why differentiation is hard and necessary. Listen on: iTunes | SoundCloud

How Trailhead Credit Union Became Remarkable – Podcast

Kim Faucher, VP of Marketing at Trailhead Credit Union, shares her story of how a small, struggling, and unremarkable credit union transformed itself into the darling of the industry, reversed years of negative growth, and became a model of member engagement and financial performance. Kim shares her learnings from their complete rebrand around what you should and shouldn’t do if … Continue reading

Finding and Hitting the Marketing Bullseye for Credit Unions Part 2 – Podcast

Time for Part 2 of the conversation with Ron Shevlin, a leading research expert in credit unions and banks. He shares his theory of how credit unions can find and execute on a marketing bullseye. He also discusses what trust really means for a credit union, what you can learn from marriage counselors to become stickier with your members, and … Continue reading

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