Here's how to turn this beastie into a bestie

Wrestling the Member Onboarding Monster

This slippery, sly critter is a regular Houdini. Without constant attention and communication, the Member Onboarding Monster slips overboard the instant your back is turned, taking hundreds of members with him. Here’s how to turn this beastie into your member retention bestie, and transform single-service and indirect members into lifelong super-fans: Automate onboarding This one’s…

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Pixels aren’t permanent ink; you can change anything at any time.

The best websites are never done

Once your credit union’s spiffy, super-fresh new website goes live, you can raise a toast and cross website stuff off your to-do list for a few years, right? Not so fast. A new website is only fresh for a brief moment in time. The world, your members, and what they want and need are constantly…

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ICYMI: In case you missed it

In case you missed it (Vol 8)

ICYMI: CUs either merging or buying banks, transparency that builds trust, and ideas you need to borrow. Here’s what we’ve seen recently that you may have missed: According to the media, CUs are crazily merging… So far there have been 74 mergers of CUs in 2021, which if it continues at that pace will break…

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budget season is right around the corner, and the end of the year is within sight.

Quick wins CUs can get done NOW

Suddenly CU budget season is right around the corner, and the end of the year is within sight. Which means there’s another year-end review with your boss and you still haven’t gotten that list of To-Dos done, much less hit all those goals she set for the year! OMG! It’s okay. Don’t panic. Simply take…

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ICYMI: In case you missed it

In Case You Missed It (Vol 6)

Mergers are up. Good guys crashed a non-profit’s website. CUs that are actually serving the underserved and cutting back on NSF fees. ICYMI is our way of sharing the best of those “Did you see this?!” news and tidbits that we usually send to each other, and here’s what we’ve seen lately: A great start…

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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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ICYMI: In Case You Missed It

In Case You Missed It (Vol 5)

ICYMI is our way of sharing the best of those “Did you see this?!” news and tidbits that we usually send to each other. If you like this kind of thing (or don’t), feel free to let us know or join the conversation. In the meantime, here’s what we’ve seen lately: CEOs are getting younger every year Cross a lemonade…

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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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ICYMI: In case you missed it

In Case You Missed It (Vol 4)

In Case You Missed It is our way of cutting down on those “Did you see this?!” emails that we kept sending each other. Instead, we’re sharing the best of these tidbits and insights with all of you. If you like this kind of thing (or don’t), feel free to let us know or join the conversation. In the meantime,…

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The best advertising is done by satisfied customers

Word-of-mouth referrals are the best marketing tool.

My dad wasn’t exactly all that handy in the area of home projects when I was younger. In his defense, though, he had no internet, YouTube, or Google to lean on back then. So, when he started a home project, there was a high degree of probability that he’d need help to finish the job…

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