Bill McKenna and Paul Robert

The Credit Union Sales and Marketing Podcast

Business EN ↓ 28 episodes

Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.

Author

Bill McKenna and Paul Robert

Episodes

Transforming Suffolk Credit Union: A Rebranding Journey 27.01.2025 27:44

In this conversation, Paul Robert and William McKenna discuss the rebranding journey of Suffolk Credit Union with Charles Schembri, the EVP Chief Experience Officer. They explore the rigorous process of rebranding, the importance of core values, and the significance of visual branding. Charles shares insights on the implementation strategy, the momentum gained post-launch, and the focus on deepeni...

Creating A Lasting Brand Identity 20.01.2025 23:54

In this episode of the Credit Union Sales and Marketing Podcast, Paul Robert and Bill McKenna delve into the critical role of branding for credit unions. They discuss the importance of differentiation in a competitive market, the nuances of rebranding, and the essential components of a brand. The conversation emphasizes the emotional connection consumers seek with brands today and outlines the ben...

Welcome to the Credit Union Sales & Marketing Podcast 09.01.2025 13:49

In this inaugural episode of the Credit Union Sales and Marketing Podcast, hosts Paul Robert and Bill McKenna discuss the critical integration of sales and marketing within credit unions. They emphasize the importance of collaboration between these two functions to drive growth and capitalize on opportunities. The hosts share their backgrounds, highlighting their extensive experience in the credit...