Five Ideas to Boost Cross-Sales

Cross-sales. While rarely anybody’s favorite thing to talk about (with the exception of maybe sales trainers) cross-sales are an increasingly vital part of the revenue mix for banks and credit unions. Deepening relationships and getting more from current members and...

Put Your Employees Through Training Camp

As August comes to an end, so does training camp for most National Football League teams. They’ve poured sweat, practiced twice a day, reviewed their playbooks, fought amongst themselves and conducted routine drills. If that is not enough, in order to prepare for the...

Brands Need Action

During CUNA’s Marketing Management School’s Year Two course, Matt Purvis, president of Purvis Management, lead a session about brand management. As Purvis noted, “With branding, action is the key.” Purvis defined branding as “the sum of thoughts and feelings about the...

What Great Financial Institution Brands Do

Every credit union and bank wants a great brand. Not a mediocre brand. Not an average brand. A great brand. Many strategic plans and initiatives at banks and credit unions focus on branding. For a financial institution to truly succeed in today’s hypercompetitive...

Instagram shows the human side of banking

If a picture is worth a thousand words (as the old saying goes), how much are a thousand “likes” worth? How about a thousand followers? They could be worth quite a bit to your financial institution when you incorporate Instagram into your digital marketing strategy....

Four Actions Bank & CU Execs Must Take

There are many things credit union and banking executives must do. But are they the right things? Our plates are so full. We tend to run from crisis to crisis or project to project. That is no way to lead a financial institution. Rather than working in the credit...