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Do You Have A Journey Map Or A Journey Dart Board?
One of the most talked about trends in financial services today is journey mapping. The term is commonly used to reference what it’s like—from beginning to end—for the consumer to “experience” doing business with you (i.e. your credit union or bank). The journey map...
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Five video tips your credit union or bank can use today
As we’ve been traveling the country conducting strategic planning sessions and marketing audits, there’s one thing we’ve said until we’re blue in the face: credit union and bank marketing strategies for 2019 must include video. You simply have to use video if you want...
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Three Things You Must Know Before Taking a Marketing Risk
When I think of brands with a reputation for taking marketing risks, financial institutions are not at the top of my list. Most aren’t on the list at all. That’s unfortunate because marketing risks, when executed well, can effectively differentiate your credit union...
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Mirror, Mirror on the Wall: How Employee Experience Impacts Member Experience
Raising two daughters means I’ve watched more than my fair share of princess movies. No, I don’t know every word to “Let it Go,” but I could probably quote “The Princess Diaries” start to finish. Of all classic Disney lines, the iconic, “Mirror, mirror on the wall,...
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Four Budget Priorities For 2019
September is here. Leaves are falling. Football fans are cheering. Temperatures are dropping. And credit union and bank marketers everywhere are preparing their 2019 budgets. As we enter bank and credit union strategic planning season, financial marketers turn their...
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Does Your Brand Care As Much As It Cleans?
An interesting TV commercial for Woolite detergent caught my eye a few days ago. Yes, laundry detergent caught my eye. What stuck out most about the ad was its concluding line … “Woolite cares as much as it cleans.” For most consumers, it doesn’t get much more humdrum...
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Financial Marketing and Branding Lessons from Winnie the Pooh
This post is a follow-up to an article posted on cuinsight.com. As I sat in the movie theater the other day, completely absorbed in the tender moments of Disney’s “Christopher Robin” movie, I was reminded of something most Pooh lovers don’t learn until their adult...
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Pumpkin Spice Used Car Loans?
A series of funny memes is making the rounds on Facebook that for once doesn’t involve cats. Here's the one that stuck with me most: I love autumn as much as the next person (maybe even more). Cooler weather after a hot Texas summer, Friday night football,...
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Why My Roommate Banks With Simple
Hannah Pickle is a thriving professional in the high-powered marketing office of a 12-story Dallas luxury senior living community. She’s always on the go, balancing family, volunteer and night school responsibilities. She’s also my 22-year-old roommate, a tech-savvy...
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What Starbucks got right with opening a deaf-friendly store
Starbucks announced this week it will be opening its first U.S. “signing store,” a store designed to uniquely serve the hearing impaired. The coffee giant has long been known for their brand dedication, employee-centric culture and willingness to think outside the...
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Q&A with Rory Rowland
Rory Rowland is a mentor, colleague and friend. He’s been a faithful coach through the years, both before On The Mark Strategies and since. But I’m not the only one Rory has coached. He recently launched a new employee coaching program that teaches credit union and...
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Brand Lessons from Pike Brewing Company
Earlier this month I wrote about my experience (and privilege) of serving as one of the lead instructors at the CUES School of Strategic Marketing in Seattle a few weeks ago. I shared our experience as a class in touring the Starbucks Reserve Roastery and credit union...
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