How to Create a Successful SEG Program (Part Two)

One of the most successful select employee group (SEG) programs in the country is Horizon Credit Union ($535 million; Idaho). They created a “Here2Help” concept that connected with both members and potential members. Below is part two of a Q&A with Josh Allison,...

How to Create a Successful SEG Program (Part One)

One of the most successful select employee group (SEG) programs in the country is Horizon Credit Union ($535 million; Idaho). They created a “Here2Help” concept that connected with both members and potential members. Below is part one of a Q&A with Josh Allison,...

What Branding Isn’t

Do you think you know what branding is? While only you can answer for you, there are certainly a lot of voices out there (both expert and not so expert) that would like to help form your opinion. Odds are, if you are a bank or credit union professional with a few...

Your Marketing NOT To Do List

We all have them: To Do lists. If you’re as anal as I am, you may even have multiple To Do lists. It’s not enough that I have a list of things to do at work, I also keep one for home, for weekends and for the kids. And marketers are just as bad. We have lists for...

Keys to a Strong Value Proposition

Consumers want value and values in a financial institution. They want a good deal (value) while not dealing with snakes (values). So how can your credit union or bank deliver those key ingredients to consumers? By offering a value proposition that resonates with them....

How to Make Your Financial Institution Different

The short answer to the title’s question (how to make your financial institution different) is to read the book Difference by Bernadette Jiwa. The book’s subtitle captures the essence of what the author strives to achieve: a one-page method for reimaging your business...

Keys to a Strong Value Proposition

Consumers want value and values in a financial institution. They want a good deal (value) while not dealing with snakes (values). So how can your credit union or bank deliver those key ingredients to consumers? By offering a value proposition that resonates with them....