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The Credit Union Sales and Marketing Podcast
Bill McKenna and Paul Robert
22 episodes
1 week ago
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.
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Marketing
Business
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All content for The Credit Union Sales and Marketing Podcast is the property of Bill McKenna and Paul Robert and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.
Show more...
Marketing
Business
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The Power of Personalization in Marketing
The Credit Union Sales and Marketing Podcast
22 minutes 23 seconds
6 months ago
The Power of Personalization in Marketing

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Jim Wrigley from Deep Target. They discuss the importance of deepening relationships with credit union members through personalized marketing strategies.Jim explains how Deep Target utilizes AI to analyze member data and deliver targeted messages, enhancing member engagement and driving sales. The conversation also covers the significance of frequency in communication, and the integration of marketing tools within credit unions. Jim emphasizes the value of guaranteed results and the need for credit unions to leverage their digital real estate effectively.Takeaways:·      Personalization is key to effective marketing strategies.·      Sales should be viewed as helping members, not just selling.·      Frequency in communication drives member engagement and success.·      Digital real estate on banking platforms is underutilized.·      AI can identify the next best product for members.·      Credit unions often lack the resources for complex marketing integrations.·      Building a strong brand requires more than just competitive rates.Hosts:Bill McKennaPaul RobertGuest:Jim Wrigley – Deep Target

The Credit Union Sales and Marketing Podcast
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.