Blog

Setting goals is paramount for a salesperson's success. identifying a target in the beginning of the year, and monitoring your progress throughout creates an awareness that is necessary for the always on-the-go sales professional.  Performance-based goals, if set incorrectly, can be a hindrance and defeating if not attained.  The goal becomes demoralizing and threatens success. 

Credit Unions were founded around the principle of neighbors helping neighbors. The current COVID-19 climate is giving more opportunities than ever to do just that. Everyone is trying to figure out what they should be doing to offer their members the best opportunities as they navigate through this challenging time.

Throughout our conversations with credit unions around the country in the last few weeks, we have frequently been asked questions about the best ways to communicate timely and important news to current and prospective members right now.

Watch our Credit Union Marketing Webinar: When Credit Unions should (and should not) invest in the most popular digital marketing tactics Even the most effective credit union marketing tactics can sometimes be a waste of money. Why spend money on a problem you don't have?   Our webinar will help you identify which digital strategies belong in your marketing plan based on current results and where you have the biggest opportunity for improvement within the Attract > Engage > Convert Framework.

This year the MAC Conference (Marketing Association of Credit Unions) was held in beautiful San Diego. MAC never disappoints and this proved to be a great time networking with credit unions and vendors. Next year the conference will be in NOLA and we can’t wait to see what will happen there!

How can credit unions reach more millennials online? It's something just about every credit union wants to figure out, but the pace of technology and a growing list of marketing platforms makes it difficult to keep up.

Cross-selling to existing customers remains crucial for credit unions. Having an engaged member who utilizes all of the financial resources pertinent to them is good for everyone: the member and the credit union alike.  

Credit Unions across the country, regardless of asset size, all want the same things. They want to grow their existing membership base while increasing their share of wallet. The digital landscape is saturated with unique credit union marketing strategies aimed at attracting new members and spreading their message across multiple channels. The question remains: what are the most effective ways to increase loyalty among existing members?

If you are a salesperson, especially if you are working a specific vertical, conference networking is a skill that has the potential to provide a ton of value.  For credit unions for example, conferences are in full swing with MAC last month and CUNA this month, and building relationships within these groups are crucial for future success.

We were just in Austin for the Marketing Association of Credit Unions (MAC) conference, and we're still buzzing with excitement and bursting with ideas.   Our first credit union conference was so much fun, we are already looking forward to #CUatMAC next year in San Diego.