S1 E5 – Using Research in Credit Union Marketing with Holly Fearing

10/22/19 • 26 min

Holly Fearing from the Filene Research Institute joins us to share how using research can make an impact on your credit union. We discuss why research is important, how to do some research yourself, and Holly also shares a couple of case studies to illustrate the power of data. Time Stamps: 00:00 — Intro 00:52 — Holly's Introduction 02:14 — Why Research Is Important 04:04 — Upcoming Trends 05:54 — Human Centered Design 08:42 — The Research Process 11:51 — Case Study #1 14:43 — Doing Self Research 16:45 — Thinking From A Data Perspective 18:08 — Case Study #2 21:24 — Taking Action On Data 24:03 — Holly's Advice 25:48 — Learn More About Filene

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S1 E4 – Credit Union Technologies with Steven Page

Steven Page from Safe America Credit Union joins us to share his tips and strategies on everything related to technology in the credit union industry. We discuss how to onboard members to new technologies, how to determine which technologies are right for your credit union, and ways to effectively market the roll out of new technologies. Time Stamps: 00:00 — Intro 00:35 — Steven's Journey 02:06 — Changes in Technology 04:13 — Onboarding Members to New Technologies 09:28 — Analyzing Data 11:40 — Determining Which Technology to Choose 15:43 — Generational Differences 20:26 — Marketing New Technologies 23:17 — Steven's Advice

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S1 E6 - Executing a Brand Rollout & The Future of CU Marketing with Suzanne Dusch

Suzanne Dusch from Addition Financial Credit Union joins us to share how they planned and executed a complete brand rollout within 4 weeks! We also discuss the future of Credit Union Marketing, and what areas credit unions need to be focused on in order to succeed in the coming years. Time Stamps: 00:00 — Intro 00:44 — Suzanne's Introduction 01:36 — Why Rename? 04:09 — Rebranding Timeline 06:11 — Organizing the Rebrand 09:47 — What to do Differently Next Time 10:56 — Growing the Brand 14:42 — Changes in Marketing 18:27 — Staying on Track 20:00 — The Future of CU Markteing 22:03 — Preparing for the Future 24:41 — Suzanne's Advice