Credit Union Marketing
Five things I learned from two CU conferences in two weeks
I just returned from exhibiting at two credit union league conferences in two weeks, back to back. We mostly work remotely for credit unions coast to coast, so getting out there in person always comes with a lot of learning, and a lot of reinforcement of what we already know. We exhibited and presented at…
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“Meatspace” is a CU superpower
We felt it was very appropriate to revive this article this week, as we are attending the GoWest Credit Union Association’s MAXX 2026 conference the same day we send you this newsletter. See you there! Ever since the COVID-19 pandemic, we’ve seen a trend toward doing, well everything, online. There are a lot of benefits…
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The Care and Feeding of New Members
What can marketers do to really get new members excited about the credit union, and maybe even turn them into credit union superfans? The first few months are the perfect time to solidify your CU’s relationship with new members and increase the number of account relationships. After all, new members have the sharpest memories of…
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Using AI – Dos and Don’ts
It’s easy to feel like you’re being pressured to use AI before you actually have a use case for it. So, well-meaning people start scrambling to find any way to start using AI and end up making mistakes, usually due to misunderstanding what it can do. Not all AIs are created equal. Not everything people…
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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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Messaging that matters to parents
It shouldn’t really be a surprise that the majority of new parents reassess their finances, which could lead to switching financial institutions. Kids are expensive, and the top concern for new parents is “How am I going to afford this?” Well, maybe not the top, but it’s up there along with “Am I doing this…
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There’s nothing like being there
Last week, I exhibited at the Ohio Credit Union League conference in Columbus, Ohio. So far, we’re still the only credit union focused vendor with a giant pink fuzzy monster. I gave away a few hundred brightly colored fuzzball monsters along with a monster family door prize, talked with lots of great people, connected with…
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Five ways to make car loans interesting
Let’s face the facts: at most credit unions, car loans are kinda, well, boring. The old cliche is that auto loans are every credit union’s “bread and butter”, which is true. They’re pretty much all exactly the same, aside from “great rates” (which everyone says they have) and “fast approval” (which everyone offers). And that…
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Five messages that matter more than rate
We’ve all seen them, and we’ve all written, designed and/or published them. Yes, I’m talking about loan promotions featuring a gigantic rate and little else. Here’s a little secret — most people have no idea whether your rate really is a better rate. The good news is that there are lots of things that matter…
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Solving the CU marketing “now what?” problem
“Now that we have this spiffy new software/system/service/device, our troubles are over! With the click of a mouse, I’m a one-person data-driven automated digital marketing powerhouse. Let’s make it rain, baby!” Click… “Upload Content?” Now what? Sound familiar? This is what I call the “now what” problem. We all know that digital transformation, digital marketing,…
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