How Well Can Your Employees Communicate?

How Well Can Your Employees Communicate?

Last year the Marriott Rewards and Starwood Preferred Guest (SPG) loyalty and rewards programs merged. Early this year they announced the name of the new program as Marriott Bonvoy. Sound confusing? I’m a loyal Marriott customer and didn’t understand the change and...
The Best Way to Gain a Member or Customer

The Best Way to Gain a Member or Customer

I came across a quote on Twitter recently that really resonated with me. “The best way to gain a customer is to not lose one you already have.” Let that sink in for just a minute. “The best way to gain a customer is to not lose one you already have.” Financial...
Is Your Credit Union More Than a Piggy Bank?

Is Your Credit Union More Than a Piggy Bank?

Note: This post by Mark Arnold originally appeared on cuinsight.com. During a recent brand workshop working with a credit union partner in the Southeast, a leadership team member made the following observation about their credit union culture: “We must always be more...
Proactive Planning vs. Reactive Planning

Proactive Planning vs. Reactive Planning

Successful relationships require proactivity. If I don’t proactively schedule time with my wife, our relationship suffers. Successful health requires proactivity. If I don’t proactively plan nourishing meals, my overall health suffers. Successful leadership requires...
Five Tips to Implementing Omni-Channel Marketing

Five Tips to Implementing Omni-Channel Marketing

“Omni-channel marketing” is without a doubt the latest buzzword in the financial marketing world today. Not to be confused with multi-channel marketing, omni-channel marketing is a 360-degree view of the member or customer that brings all consumer experience channels...