is it time to panic yet?

Google is doing checking accounts! Apple has a credit card! Walmart has both! It’s a Tech Takeover!! (Cue EVERYBODY-PANIC.gif) Everyone has been predicting a tech/retail giant takeover of personal banking, specifically checking or “transaction” accounts, for a while, but… is it really time to panic? Or can we panic later? What’s the right level of…

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Adopt a fuzzy monster today!

‘Tis the season of spooky, so it’s the perfect time to talk about credit union monsters – and find new homes for a few more of our snuggly, fuzzy, freaky friends! Here on the Shared iDiz blog, we’ve helped credit union marketers all over the country tame all kinds of scary credit union monsters. Everything…

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how to build a better RFP to get the credit union website of your dreams.

We’ve built a lot of credit union websites and we’ve seen and responded to a lot of website RFPs (Requests for Proposals). And let’s be honest here: most RFPs and RFP processes… aren’t that great. Most CU website RFPs tend to be based on generic “fill in the blank” templates that focus on technology, laundry…

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Compared to bricks and mortar, a website is a screaming purple zonker slam-dunk bargain.

Before you begin a credit union website project or start writing an RFP (Request For Proposals), there are three main questions to think over: “why”, “how”, and “who”? Why? Make sure you’re clear on your strategic and long-term reasons for updating your credit union’s website. Technology moves fast, and the world changes even faster. Focus…

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A website can even the playing field faster and at lower cost than anything else.

When a credit union is considering a shiny new website with all the bells and whistles, they’re naturally concerned about what it’s going to cost.* Sure, you have to be careful with your members’ money, but it’s also important to factor in what that lame old website might be costing you every day: 1. A…

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Budget Season: Different is your best investment

It’s budget season for credit unions, but it’s also silly season in politics and wacky times in finance. Even the weather is off-the-charts odd, and strange growth-eating monsters are creeping over the horizon in every direction. In times like these, how do you even begin to make your plans for the strange and stranger times…

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Monsters are problems that keep you from growing.

You can’t just build a CU budget for your marketing and website based on “oh, whatever we did last year“, and that goes double when times are getting Strange.* *(In last week’s article, we pointed out that strange days and weird times are here, and things are only going to get Weirder in 2020.) Fortunately,…

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start getting more out of your CU website

What can you do right now to start getting more out of your CU website? It’s simple: tinker, tweak, and try. Try stuff. Experiment. Maybe even twiddle. Make some tweaks and see what happens. Poke around for things you can fix or improve. A credit union website is sort of a living thing. It’s never…

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Sometimes you just have to rip that band-aid off the elephant in the room (truth).

Some of our favorite “shop talk” with fellow credit union marketers over relaxing beverages are tales of losing clients because we told them the truth. You might say that one of our traits as a company (and, honestly, as individuals) is bluntness; we’ll say and ask about things that make people uncomfortable. It’s a gift.…

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without a great landing page you might faceplant at the finish line

You’ve built the perfect marketing campaign, a perfectly orchestrated symphony of traditional and digital media, targeted to a nice juicy list of hot prospects. People are clicking and tapping, but without a great landing page, you might faceplant at the finish line. Here’s how to build a credit union landing page that turns a list…

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