Recognition – CSuite

“The only thing standing between you and outrageous success is continuous progress.” — Dan Waldschmidt, business strategist Often during our marketing calls, a credit union leader will stress the importance of boosting team engagement. Be it for better performance, numbers, or more cohesion on the team they always seem the ask the same question – “What […]
“You can’t get blood from a turnip.” – Historical Allegory for Financial Gain.

In lending, it’s often a case of “racing to the bottom” regarding rates and pricing. Competitors all try to have the best and lowest rates in town to maximize their loan dollars lent out to the best and most reputable borrowers. In deposits, we are seeing something very similar whereas all our financial competitors are […]
Do this to improve loan-app completions and get the most from your credit union marketing.

With warmer weather on the horizon, many of us are thinking of ways to do a thorough spring cleaning. Time to throw out, donate or sell all the items you no longer need or forgot you had. From those jeans you’ll never wear or the appliance you bought because it looked great in the ad […]
Make Storyselling Part of Your Credit Union Marketing Plans

A prospective member enters to apply for a loan or even open a share certificate. To do so, you must help open a membership for them. When asked if they would like to open a checking account or move their direct deposit to the credit union, the new member responds with a very quick, “NO.” […]
Your Credit Union Marketing Can’t Be Everything To Everybody

“You can’t be everything to everybody, but you can be everything to somebody.” – Trent Shelton A while back, flipping through Facebook Reels (those short videos that are seemingly provided at random) I stopped to listen to what appeared to be a band’s street busking performance. They were performing Cab Calloway’s 1931 recording, “Minnie the […]
Finding Success For Your Credit Union Marketing Strategy Without Sales Calls

Messaging via Slack on how to gain and maintain engagement from both our teams and members, one account manager typed, “The credit unions that do well and hit their goals are having regular staff meetings and discussing their monthly and annual goals. The ones who do very well understand that their products can make a difference in […]
3 Lessons For Credit Union Marketing From A World-Class Fisherman

“The fishing was good; it was the catching that was bad!” – A.K. Best On a recent beach trip, I saw charter fishing boats move almost in unison from one spot to another. It was obvious why they were doing this. With their high-tech gadgets and vantage points, they were following a school of fish […]
Memorable Credit Union Marketing Campaigns Come With Calculated Risk – Take It!

“Risk is the clue that our dreams are both real and great.” – Craig D Lounsbrough When you think of life insurance commercials, what comes to mind first? Think about the most recent commercial you’ve seen and have that image in your mind. What did you see? What was spoken? For many, the answer to […]
Get Real With Your Credit Union Marketing

With an ever-changing industry, national banks and fintechs leading digital transformation, large credit unions merging in a seemingly endless supply of boutique credit unions, and financial uncertainty abound at every turn, you may wonder, what is the best way to weather the storm and even grow through this inflation and unrest? The truth is this […]
Soap Operas and Credit Union Marketing

“Difficult roads often lead to beautiful destinations. The best is yet to come.” ― Zig Ziglar We’re facing economic insecurity on a local and national level—there’s no denying it. With the recent GDP decline of 9.5% (-32.9% annualized), you may find yourself looking at the bottom line. You may even be thinking about how your credit union […]