Credit Union Marketing Podcast

Suzanne Dusch from Addition Financial Credit Union joins us to share how they planned and executed a complete brand rollout within 4 weeks! We also discuss the future of Credit Union Marketing, and what areas credit unions need to be focused on in order to succeed in the coming years. Time Stamps: 00:00 — Intro 00:44 — Suzanne's Introduction 01:36 — Why Rename? 04:09 — Rebranding Timeline 06:11 — Organizing the Rebrand 09:47 — What to do Differently Next Time 10:56 — Growing the Brand 14:42 — Changes in Marketing 18:27 — Staying on Track 20:00 — The Future of CU Markteing 22:03 — Preparing for the Future 24:41 — Suzanne's Advice

Holly Fearing from the Filene Research Institute joins us to share how using research can make an impact on your credit union. We discuss why research is important, how to do some research yourself, and Holly also shares a couple of case studies to illustrate the power of data. Time Stamps: 00:00 — Intro 00:52 — Holly's Introduction 02:14 — Why Research Is Important 04:04 — Upcoming Trends 05:54 — Human Centered Design 08:42 — The Research Process 11:51 — Case Study #1 14:43 — Doing Self Research 16:45 — Thinking From A Data Perspective 18:08 — Case Study #2 21:24 — Taking Action On Data 24:03 — Holly's Advice 25:48 — Learn More About Filene

Steven Page from Safe America Credit Union joins us to share his tips and strategies on everything related to technology in the credit union industry. We discuss how to onboard members to new technologies, how to determine which technologies are right for your credit union, and ways to effectively market the roll out of new technologies. Time Stamps: 00:00 — Intro 00:35 — Steven's Journey 02:06 — Changes in Technology 04:13 — Onboarding Members to New Technologies 09:28 — Analyzing Data 11:40 — Determining Which Technology to Choose 15:43 — Generational Differences 20:26 — Marketing New Technologies 23:17 — Steven's Advice

Michael Mattone from Hudson River Financial Federal Credit Union joins us to share his insights between marketing a $3 billion Credit Union and a $60 million Credit Union . Time Stamps: 00:00 — Intro 00:35 — Michael's Background 01:32 — Similarities Regarding Credit Unions of Different Sizes 02:44 — Big -> Small Challenges 03:55 — Succeeding at a Small Credit Union 06:17 — Wearing Multiple Hats 07:33 — Improve Channels of Communication 8:51 — Communication Tips 9:57 — Big -> Small Tips 10:52 — Pros/Cons for Big/Small Credit Unions 12:18 — Getting Involved in Credit Union Associations 15:09 — Michael's Advice #cumarketingpodcast

"In the end, a brand is more than just marketing pieces, ads and creative elements. It really should be at the heart of what a company does." Michael Hostetler from Crane Credit Union joins us and shares his rebranding strategies as well as ways to develop a presence in your communities. Time Stamps: 00:00 — Intro 00:25 — Recognizing the Need to Rebrand 01:42 — Rebranding Process 04:59 — Rebranding Timeline 06:59 — Incorporating Feedback 09:00 — Reaction to the New Brand 10:16 — Putting Focus on the Community 13:54 — Random Acts of Kindness 17:10 — Rebranding Lessons 20:06 — Michael's Advice 21:58 — Where to Connect with Michael #cumarketingpodcast

“If you keep it simple and to the point, it’s going to be much more impactful.” How do you create compelling campaigns that will resonate with your members? It's not as complicated as it sounds. In fact, it's best to keep it simple. Toby Hayes from East Idaho Credit Union joins us and shares his strategies for developing successful campaigns. Time Stamps: 00:00 — Intro 00:34 — Toby's Background 03:34 — Lessons from Journalism 05:07 — Internal Communication 07:25 — Developing a Campaign 09:53 — Effective Messaging 14:10 — Effective Branding 17:23 — Success Story 19:47 — Toby's Advice #cumarketingpodcast