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Up your email marketing game

Email Marketing – The Overwhelmed Marketer’s Guide (OMG!)

If marketing is part of your job, it’s almost a guarantee that you’re working with some kind of email marketing software. There’s also a good chance that someone other than yourself decided which platform to use, and at best you received a crash course in how it works. Let’s try to fix that. MailChimp, Constant…

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ICYMI (In Case You Missed It)

In Case You Missed It – 4.17.24

Emotionally-intelligent email. The value of negative feedback. Blue-collar Gen-Z. Free Fin-Ed content. How to describe your job, and some friendly advice about your eX. Here’s what we noticed, in case you missed it: Emotional Intelligence… in Email? You know how you just delete some promotional emails without even reading them? I recently got an email…

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If you can create a buzz, more people will pay attention.

It’s hard not to get caught up in a buzz that surrounds you.

The 2024 total solar eclipse happens Monday, and my hometown happens to be in the right place to see it all. It’s a big deal around here. Supposedly a “once-in-a-lifetime” experience* that we’ve been hearing about for the last few months now. Since this week was my turn to write a post for Shared iDiz,…

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Learn to love the human stories behind the numbers

CU Numbers Need Marketing Love, Too

Quick, what’s your CU’s current Net Worth/Total Assets ratio? How about Total Loans/Total Shares? What percentage of your members are borrowers? How do these compare to other CUs like yours? Where do you even find these numbers? Now go deeper… WHY are these numbers what they are? Where does your CEO want them to go?…

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how do you get new members to google you?

How do you get new members to Google you?

Note: this post isn’t going to be about the “secrets” of SEO (although that probably would make a good topic for another post.) We aren’t going to spend time talking about keywords, inside and outside links, etc. It also isn’t going to be a post about what might be wrong with your website. This post…

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ICYMI (In Case You Missed It)

In Case You Missed It – 3.20.24

We’re here with some FRESH takes from this week’s marketing conference! It literally just ended! We have insights about Financial education, marketing with data, using AI, setting a good marketing pace, junk fees and a surprisingly large fruit. Here’s what we noticed, in case you missed it: Junk fees are no joke The Biden administration…

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3 big money questions from a new father

2024 has already been a crazy year, or maybe that’s just because I’ve spent most of it as a brand-new, first-time-ever Dad. Yes, parenthood is wonderful, watching my daughter grow and change is breathtaking, and I really, REALLY miss getting a full night of sleep. But this article isn’t about that. Instead of talking about…

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Your biggest assets are in the heads of the people who work there

Turn your staff into an Idea Factory.

Your credit union’s biggest assets are not on the books, but in the heads of the people who work there. Their experience has given them very specific insights, that when combined with some creative thinking become invaluable to your credit union’s future. So how do you turn those assets into something tangible? Turn your staff…

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ICYMI (In Case You Missed It)

In Case You Missed It – 2.21.24

FAFSA fumbles, understanding the unbanked, paying for priority privilege, pricy pet ownership, astonishing AI advancements, and auto prices are almost normal. No one has time to catch all the news, so here’s what we’ve seen lately, in case you missed it: FAFSA frustrations flummox families For millions of college-bound students, filling out the FAFSA is…

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Does everything blend together and just…work?

Will it blend? The only CU fintech question that matters.

Quick, go search for something on your site. Now check online banking. Try opening an account. Set an appointment. Pay a bill. Ask the chatbot a question. Now apply for a loan. Take a look at the last few emails you got from your credit union.  Do these systems all look and feel and function…

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