Video Intro In this interview, Meridith Elliott Powell discusses how we can convert uncertainty into a competitive advantage. By first understanding how uncertainty get in the way of our goals, Meridith provides insights to move forward and dealing with the inevitable, next wave of uncertainty. Sit back, and get ready to experience the excitement of... Read more
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Four Keys to Develop a Loyalty Program
Heidi Young discusses the keys to develop a great loyalty program that increases engagement. Heidi Young, Executive Vice President, Marketing & Business Development at ampliFI Loyalty Solutions. With over 25 years of industry experience, Heidi Young leads all financial institution loyalty sales and business development efforts by working directly with C-level executives on developing effective loyalty... Read more
Board of Director Perspectives on Bank Governance – Interview with Ted Raffetto
Join us as we talk to long-time Manasquan Bank Board Member Ted Raffetto and get his perspective on how bank boards have changed and adapted to meet the challenges of the times. Manasquan Bank was founded in 1874, and Ted has been part of the board since 2013. Ted talks about how the board has... Read more
3 Steps to Build Digital Collections
Intro The transition to digital collections in building momentum. In this interview Shawn Murray, Senior Program Manager at Bridgeforce LLC, talks about vendor selection, determining the best fit, and implementation. If you are thinking about digital collections or seeking ideas to improve your program, you will gain great insights from this interview. Short Bio Shawn Murray -... Read more
Keys to Increasing Sales and Marketing Collaboration
In our interview with Jack Hubbard, who has a remarkable background in all aspects of sales and marketing in banking, we discuss the importance of marketing and sales collaboration. Jack explains the benefits of combining sales and marketing in a single education course. He explains how the coursework increases sales and marketing collaboration and the... Read more
Move From I Think To I Know – The Power of Analytics
It takes courage to admit that there is just too much information to review, evaluate and then make the best business decisions. We may view this as an admission that we do not have the capacity or capability to process all the information and are therefore reluctant to change. However, whether a credit union has 10,000 or... Read more
Are you Sinking or Swimming in the Big Data Lake?
For years, I was a vocal critic and naysayer of big data. Inside the bank we struggled to analyze and maintain our “little” data, while colleagues eagerly ran off to Big Data conferences. I was bemused, to say the least. Fast forward to today when I even surprised myself by urging our team to build... Read more
Why “Branding For Good” is Great For Business
Should it be the responsibility of brands to be a force for good? Yes, it unifies. Yes, it’s good for business and yes, it accelerates social change. Branding Risks and Rewards There is a very long-standing, successful donut shop in my small town. In 2012, they had multiple locations and a sentimental place in the... Read more
Bankerslab Simulations and Training – Interview with Michelle Katics
Intro – Running a financial institution is not a simple model. Learning the nuances of making them profitable are not simply learned in a book or taking courses in school, it is the experiences, interactions and trial & error learning from everyday life. Michelle Katics, Founder of BankersLab has built systems that simulate the financial... Read more
Biggest Impact to Small Business Banking Relationships
Today we interview Whitney Bayliss, with more than 15 years’ banking experience, to discuss how developing small business relationships has changed. She begins sharing how the pandemic impacted meeting with customers and prospects and then moves to how the needs of small businesses have changed. Whitney continues with a recap of how customers view their... Read more