Banking on Experience powered by BUSINESSNEXT

When the evil corona-villain emerged, Bank and CU Superheroes rallied and rose to the challenge. Nearly 50 such heroes were nominated for CRMNEXT's Right On The Money 2020 Contest, and we were blown away by the good that's being done by financial institutions all over America! This week's episode of Banking on Experience celebrates our first place, grand prize winner- State Employees Federal Credi...

Leadership. The word encompasses a whole lot, but one thing's for sure: the positive impact good leaders can have on their employees is priceless. And on this week's episode of Banking On Experience, CRMNEXT 's James Gilbert is joined by one such leader. Katie Nehl - Communications Manager at First Community Credit Union (FCCU) and CUInsights author- offers some valuable insight on the subject. Wh...

On the rocks with your marketing strategy? Don't know how or where things went so wrong? Like many relationships, this one might need an overhaul. But you're in luck! This week on CRMNEXT 's Banking On Experience , President and Founder of TwoScore and marketing expert extraordinaire, Amanda Thomas joins us to share her wisdom on the subject. What's covered? · Why (and why right now ) this particu...

Ah, Journey mapping. We've been hearing about it since ye olden days of the 1980's. So, why are so many FIs still struggling to do it effectively? This week on CRMNEXT's Banking on Experience , Annette Franz - Founder & CEO of CX Journey Inc ., Author, and the queen of journey mapping herself- joins us to lend her royal expertise. What's covered? A controversial question: What is Annette passionat...

What do an eight-hundred-pound gorilla and a chimpanzee have to do with fostering growth and acquisition in your FI's Marketing? Glad you asked! And you'll certainly want to tune in for the answer this week on CRMNEXT's Banking On Experience- as a marketing guru, Nicky Senyard of Fintel Connect lends her valuable expertise (and fantastic analogies) on the subject. What's covered? What our guest ex...

We're all livin' on a prayer these days. And those 80's jams? Yeah, they bring back some memories (or at least some movie-inspired nostalgia for you babies out there.) Regardless, that kind of nostalgia offers an avenue for a whole lot of creative connection with your members. And that's what this week's episode of Banking On Experience is all about. CRMNEXT's James Gilbert is joined by Cynthia Ko...

We're designed to grow. So, it follows that growth should be encouraged and cultivated among your employees- even if that means they grow right on out of your organization. And this week on CRMNEXT 's Banking On Experience, we're joined by guest expert Nanci Wilson , to talk all about empathy, the choices we make, and what it really means to help people grow. What's Covered? · How James found Nanc...

Digital Disruption. It's a phrase we hear a lot, and for good reason. And it's precisely the kind of disruption financial institutions can lead right now. This week on Banking On Experience, CRMNEXT 's James Gilbert is joined by Jim Perry , Senior Strategist at Market Insights, Inc. to discuss this very topic. What's covered? · Why Jim believes this topic is so important right now. It's not a new...

Let's talk communication. Text, email, call, video-chat, carrier pigeon…There's no shortage of ways to communicate with your customers and members. But, riddle me this: Just why is it so important for FIs to utilize multi-channel communication? Here to answer that very question on CRMNEXT's Banking On Experience is guest-expert Charlie Peterson of Allied Solutions. What's covered? A discussion aro...

Let's talk about language skills- more specifically, how diversifying yours can create some serious growth in your organization and in your community. This week on Banking On Experience , CRMNEXT 's James Gilbert is joined by guest expert, Luis A. Valdez-Jimenez who offers some stellar perspective on the subject. What's covered: · Why diversify? For one thing, as Luis says, "Languages can help any...

Working from home? Yeah, us too. And among the many challenges around our "new normal" comes the question of how Financial Institutions can give employees new meaning and improve morale in this WFH environment. But you're in luck! This week on Banking On Experience, CRMNEXT's James Gilbert is joined by Jill Nowacki , President/CEO of Humanidei + O'Rourke , Author at CUInsight , and an expert on th...

Is your sales approach earning you a throat punch? Don't pitch slap people! On this week's episode of Banking On Experience, CRMNEXT 's James Gilbert sits down with Amy Downs - CEO of Allegiance Credit Union , Keynote Speaker, and Author to discuss the dos and don'ts of sales pitches. What's covered? · The story behind her CUInsight Article, entitled "Can I throat punch you?" (Trust us. If you hav...

Life is change, but oh the evolving we've been doing this year! – And the member experience is no exception. On this week's episode of Banking on Experience, CRMNEXT 's James Gilbert is joined by Britney Bailey of EXCEL Federal Credit Union to discuss in depth just how the member experience has changed and how she anticipates it will continue to change. What's covered? Britney's expert opinion on...

Diversity. Equality. Inclusion. It's stand-up, speak-out, real-talk time. And on this week's episode of Banking On Experience , Michael Murdoch of Wauna CU joins CRMNEXT 's James Gilbert to share how Credit Unions can help bring diversity to life. What's covered? · Michael talks about partnering with a local chapter to put on a special 3-part Pride Event in Oregon, designed to promote DEI, to keep...

Most of us could text in our sleep (and sometimes do), so- when it comes to communication preferences for your Credit Union's members- offering and promoting the text option should be a no-brainer. Brittany Farb Gruber - Head of Marketing at Eltropy joins CRMNEXT 's James Gilbert to discuss this uber-relevant topic on this week's episode of Banking On Experience. What's covered? What we've seen in...

Most of us could text in our sleep (and sometimes do), so- when it comes to communication preferences for your Credit Union's members- offering and promoting the text option should be a no-brainer. Brittany Farb Gruber - Head of Marketing at Eltropy joins CRMNEXT 's James Gilbert to discuss this uber-relevant topic on this week's episode of Banking On Experience. What's covered? What we've seen in...

Lorraine Ranalli is an author of 3 books, a consultant, and a regular writer on CUInsight. She gives us her take on how credit unions can bring their purpose and promise to life. How CU's can help the members feel the impact they are having on the economy. Lorraine and James talk about the secret sauce behind being a credit union and how it should be leveraged to promote the CU more.

Want a winning Data Strategy you can bank on? Listen in as Joey Rudissil - CIO at Central Willamette CU- shares his expertise with CRMNEXT 's James Gilbert on this week's episode of Banking On Experience. What's covered? The role Joey believes data plays in Credit Unions, as well as businesses in general- and why it's important. Some of the biggest challenges he sees CUs face in trying to get alig...

One of the world's leading digital marketing authors, speakers and advisors for financial brands, James Robert Lay, outlines the strategic manifesto banks and credit unions need to transform and survive in the digital age.

Josh Fryday, Chief Service Officer for the State of California gives us his insights on how to create the type of culture that empowers people to volunteer and serve their communities.

Nate Brown who leads the CX accelerator community and is well known in the CX world along with James Gilbert from CRMNEXT talk about building a culture of experience from within. Starting with employees Building from the top-down cohesive collaboration between marketing and CX teams Come learn more about CRMNEXT: www.crmnext.com/us

Grace Vandercruze discusses her assent in financial services despite the barriers she faced as an African-American woman in a largely male-dominated field. Her teamwork, networking, drive, and intelligence helped her overcome both the challenges she faced professionally and in her many mountain climbing treks including to the top of Mount Kilimanjaro.

What they'll cover: " Smacked "- a book about Eilene's personal experience dealing the with the impact of addiction after discovering the secret life that led to her now late ex-husband's death. What it was that helped her make the brave decision to go public with her story. What jobs Eilene believes make people more vulnerable to addiction issues. And yes, financial service jobs are high on the l...

Credit unions can help the next generation become more financially savvy, and can garner new GenZ members along the way! The founder of Zogo Finance, a gamified financial education app that pays users to learn, explains how.

Jerry Leisure from Officium Labs and Joe Salesky, CEO of CRMNEXT bring unique perspectives of the gaming world and financial services world. Experience for gamers and members of a credit union or bank is unique and require attention to detail living the micro-journeys of experience first-hand How the gaming world is really paving the path for the future of work Come see more here: https://www.crmn...