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9 Essentials of Direct Mail Success
Direct Marketing is still the only tried and true method whereby marketers in Credit Unions can generate remarkable, measurable results. Ladies said another way…direct mail is the cutest LBD (guys that means - Little Black Dress) that you just have to have. Guys, for you – direct mail is just like a Halloween trick or treat stroll with your kids…sweet! With that in mind, we must discuss the key elements that you need to know to make direct marketing your “go to, results generator!”
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The Four Keys of Client Retention
There are four keys to successfully reducing your attrition. Hopefully, these steps will make it easy for you to see what must be done with a retention program to impact your financial institution’s growth in a big way.
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Your Core System is Not an MCIF
While it isn’t often, one of the questions that invariably comes up at institutions unfamiliar with MCIF technology is “Can’t we get this information from our core?” The short answer is no. That said, the question posed is a right and fair one to ask. Unfortunately, while the core or even the data warehouse has lots of data…neither of these systems enhances the data in a way that will turn it into information of strategic value.
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CRM Ain’t Nothin’ Without an MCIF!
Have you ever been to an Easter egg hunt? If you have, you may have seen those brightly colored plastic eggs. Typically, parents place candy or coins in these eggs for the children to find. Sometimes children stumble upon an egg, only to find nothing inside. This is an interesting metaphor for CRM technology.
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10 Keys to Success with CRM
There isn’t a single bank or credit union in the world that wants to spend money for something and get nothing in return. That being said, is there a positive return (ROI) to be had on Customer Relationship Management (CRM)? If your CRM goals, implementation, training and measurement are aligned…then all the promised benefits of CRM are real.
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The Financial Case for Employing an MCIF
Do you need an MCIF? Maybe you’re not sure if you need it, or maybe more specifically, how to articulate “why buying an MCIF is necessary” as you talk it up to senior management. What exactly would your institution get out of having one? Generally speaking, an MCIF is the source and pivot point of strategic information that can be used a number of ways to help you identify and retain your existing clients and help you cost effectively target new ones.
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CRM: Lead Generation & Referral Tracking for every Financial Institution
The goal of every sales organization is to drive more revenue. In addition to calling activity, your sales team relies heavily on marketing to generate a meaningful brand, and target lead generating marketing campaigns and events. Yet, financial institutions spend hundreds of thousands of dollars on marketing every year . . . with most of it going unmeasured.
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MCIF Success Stories: Proof of measurable results!
Making an MCIF sing is just like whistling…just put your lips together and blow. In other words, success with database marketing comes simply from using it and doing the work. There are no secret handshakes to enter the world of the MCIF power user, just time spent creating queries and analyzing reports.
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Get Success with MCIF Without the Hassle
How many folks get results with Tony Little’s “Gazelle”? You know the TV pitchman with the ponytail and the shorts (that no one should actually wear) that sells the dream of an effortless workout? Let’s be candid, except for a smattering of you, most of us would pay someone to work out for us if we could.
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Marketing and the Information Imperative
Regardless of the size of your financial institution or your marketing team, marketers face the same critical issues and challenges for success. Unfortunately, the fundamentals of data mining or database marketing are routinely overlooked because of the volume of necessary but tedious traditional activities that bring in little or no revenue.
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Understanding the New AgeWave: Gen Y
Are the young adults today so different than their parents and grandparents? Yes and No. From the impact of growing up “digital” to the new recessionary times, the influences are different, even extraordinary.
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How to Retain Member Business on a Shoestring
With a limited budget, it’s important to target where and how you spend your marketing dollars.The economy this year demands leveraging what you have been doing in marketing with new technologies. Success and increased market share in 2010 will come to those organizations that stay visible amongst the economic angst with tailored marketing approaches that build on your traditional marketing methods.
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Managing Social Media: Social Media Policy Ountline & Techniques
Effectively incorporating social media into your credit union's marketing mix can be a lot to manage. However, with careful planning and monitoring, social media can quickly become a vital part of your marketing strategy.
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OnPoint Comm CU: How Portland Teachers CU transformed its brand and name through research
Objective research simplifies strategic naming decisions.
With more than $2 billion in assets and 170,000 members, the board and management of Portland Teachers Credit Union wasn’t sure if changing its name was the right strategy.
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NorthShore CU: Creating a breakthrough branch and branded retail prototype that targets the mass affluent
Translating “member wellness” into a unique financial environment
North Shore Credit Union in Vancouver, B.C., selected retail branching experts Weber Marketing Group and architectural partner EHS Design because the credit union wanted a branded environment so distinctive that it would be unrivaled by any other financial institution in Canada.
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Kinecta FCU: “Classy” Meets “Cool” in a Branded Branch Model
A branded retail prototype brings Kinecta’s “Club Concept” to life.
In 2005, Kinecta Federal Credit Union began exploring new ways to evolve their brand and expressing it in a truly unique way. The result was the “Club Concept.”
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