The Remarkable Credit Union

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.

Conversion rate optimization expert Jon Macdonald, founder of The Good, joins us to talk about the 3 biggest killers of website sales, how to let your members tell you how to sell them more online, and why he thinks we are in the first inning of making your website an effective sales channel for your credit union.

Laura Woods is such a fount of exciting ideas that we created two podcasts so we could capture everything. In part 2, she shares more about reaching people where they are by marketing with empathy and vulnerability. 

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 A credit rated loans, and why empathy, vulnerability, and a distaste for the word "no" fuel her marketing philosophy.

Tansley Stearns, Chief Impact Officer at Filene, joins us to share what Filene has learned in over 25 years of researching credit unions. Tansley talks about how you can create a culture of innovation, why attracting younger members is hard (and what to do about it), why “customer effort score” may be the most important number in your credit union, and what the greatest gift of the digital age is...

Jim This, a strategic planner with over 20 years experience guiding credit unions in their strategic thinking, offers his insights about how to create a remarkable member experience, why being small is not the same thing as being local, marketing to millennials, and specific examples of credit unions that have created breakthrough strategies.

Jonathon Hensley, a well-known expert on the implications of accessibility for the handicapped in the digital world joins us to share best practices and opportunities from the coming legislation for the web. In this podcast you'll learn about why designing your online properties to be accessible is both the right thing do and smart business, what technology debt is and how you can avoid it, and wh...

Shawn Gilfedder, the CEO of McGraw Hill FCU and a national expert on creating financial wellness programs, shares his experience changing his credit union's value proposition from products to financial wellness, how to create innovation in a credit union, and how Zappos inspired their transformation.

Randy Thompson, CEO of TCT Risk Solutions (and one of the nicest guys in the biz), talks about his passion for the core mission of credit unions—serving the underserved. He explains how proper management can reduce charge offs and help members improve their credit score, and how to effectively outsource compliance so you can focus on the good stuff.  

Melina Young, Director of Marketing and Brand at Verity Credit Union and one of CUES’ 15 Top Next Credit Union Execs, discusses their exciting new concept for engaging their members by being hyper local. She presents a positive way to view large competitors, and reminds us that we can avoid the day-to-day doldrums and make more authentic connections by focusing on the “why.”

Economist Mike Wilkerson joins us to talk about the economic forecast for 2016 and what it means for you, his exclusive research on the economic impact credit unions have in their communities, and how the shrinking middle class and sharing economy are reshaping the future of credit unions.

Eric Gregg, a leading expert on NPS, discusses his insights on how credit unions can succeed with a Net Promoter Score ® program — and how they can fail. Eric explains how to implement a service recovery program to delight unhappy members, his firm’s 2-1-1 process for making NPS drive results in your credit union, and how to connect loyalty drivers to make your results more actionable.

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.

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 you are considerin...

Time for Part 2 of the conversation 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 how the whole industry will need to transform to survive.

Ron Shevlin, a leading research expert in credit unions and banks, 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 how the whole industry will need to transform to survive.

Brett Wooden, CEO of Wooden Consulting, joins us to share insights about the future of mobile in the financial industry. Brett discusses what credit unions can learn from Facebook, how a bank in Russia is trying savings rates to how many steps its customers walk each day, opportunities for building mobile apps beyond just mobile banking, and the 4 keys to finding a mobile partner.

Adam Stites, CEO of Mirth Provisions, a drinkable cannabis product company, joins us to share what the rapidly changing world of legal cannabis looks like in Washington State today. He explains the challenges the industry faces in getting financial services today, the rigorous legal requirements to owning and investing in cannabis companies and how you can access that information, and what the new...