How to get good data to make good decisions

GoodiDiz: How to get good data to make good decisions

A conversation with Rich Jones on data integrity for credit unions of all sizes We’re kicking off a brand new series of video/audio podcasts with a bang, with our first guest, CU strategy superstar Rich Jones! The GoodiDiz concept is simple. Credit unions do a lot of good in the world — and they’re also…

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A few tips for balancing strategy with resources to get the biggest bang

Bracing yourself for CU budget season

All across the land, credit union marketers are polishing up their crystal balls, sharpening their pencils, and gearing up to face the most fearsome beast of all: next year. Following are a few tips for balancing strategy with resources to get the biggest bang for your members’ hard-earned bucks — and your time and energy.…

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Attracting & retaining high-quality employees is part of your job as a marketer.

HR needs marketing and brand love, too.

Obviously your job as a Masterful Marketing Maven and Boffo Brand Boss is to bring in those new members and pump up those loan and deposit numbers. Staffing isn’t anywhere near your wheelhouse, so it’s best to leave all of that up to those Human Resources folks at the other end of the hall –…

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A CUSO is a different kind of critter, sometimes very different

CUSOs need marketing love, too

CUSOs (Credit Union Service Organizations) can be a fantastic way for credit unions and groups of credit unions to better serve members and nonmembers, generate income, collaborate with and serve other credit unions, and meet all sorts of needs. There’s an endless variety of CUSOs out there, and the number is growing, even as credit…

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marketing must be a core component of planning any merger.

CU mergers need marketing love, too

Even the smoothest credit union merger is a whirlwind of details. Of course, making sure the accounts transition smoothly is job #1, but merger partners also have to pay close attention to personnel, cultures, regulatory requirements and all the rest. No wonder it’s so easy to forget something very important – your members. Communicating with…

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“We’re just here for the low rate, thanks.”

Indirect auto loans need CU marketing love, too

Indirect auto loans are a sticky issue at a lot of credit unions. Folks you might not ever see in person get their car loan, pay it off in a few years, and then leave without opening a checking account, a credit card, or even stopping by a branch to try your custom roasted coffee.…

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Every CU (especially smaller CUs) should have a CMO

Credit Union CEOs need CMOs ASAP & PDQ

One of the great things about working with credit unions of every size all over the country is that they’re all so different. Every CU has its own interesting culture and unique way of doing things. And one of those very telling differences is the role of marketing in the organizational chart. What’s the title…

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Compared to bricks-and-mortar, websites are incredibly cheap.

5 reasons to fix your “mostly sorta OK-ish” credit union website

If your credit union’s website is a real dumpster fire, then the reasons to upgrade ASAP and pronto are pretty obvious. But what if it’s just… a little lame? Sorta… meh. Just, you know, not awful, but not great. What’s your motivation if it’s not TOO painful? Here’s why now is exactly the right time…

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It's about changing your process, not buying expensive new technology.

The car loan we didn’t get at our credit union

Deposits are climbing and credit unions need to make loans. Mortgages are in high demand, but you need consumer lending to stay in balance. And that means car loans. New, and (mostly) used car loans. So why are credit unions, even large CUs, still throwing away so many car loans? Here’s my real-world, real-life, 100%…

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small CUs have a secret weapon

How small credit unions can start thinking big

Small credit unions have a special set of marketing and brand challenges. Budget and time limitations are pretty obvious, and keeping up with technology is always challenging. If you’re a one-person marketing department, or even a part-time marketer wearing a few other hats, here’s how to start thinking about your growth strategy, marketing, and brand…

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