Systemize Your Marketing For Success

Systemize Your Marketing For Success

“You do not rise to the level of your goals. You fall to the level of your systems.” —James Clear, author, Atomic Habits   Marketing is creative. Marketing is branding. Marketing is sales. While all those are true, marketing is also something else.  ...
10 Best Practices for a Successful Name Change

10 Best Practices for a Successful Name Change

Changing your credit union’s or community bank’s name can be as scary as {insert your preferred cuss word here}. However, fear is often the enemy of risk. While making the strategic decision to update your name is bold, it doesn’t have to be filled with apprehension,...
People Don’t Choose a Bank Because of an Ad

People Don’t Choose a Bank Because of an Ad

Remember the days when one ad would send consumers flying into your branches ready to open an account? We don’t, either, because it doesn’t work that way. If anything, getting consumers’ attention is harder than it used to be because advertising is everywhere –...
Service as a Competitive Advantage is Dead

Service as a Competitive Advantage is Dead

Have you ever driven down the highway and seen a billboard that says, “Come to our Bank? Our service stinks?” Doubt it. Most financial institutions say they compete on service. When I ask credit unions and banks, “What makes you different?” invariably I hear the...
Vision Statements in Six Words or Less

Vision Statements in Six Words or Less

Does your financial institution have a vision statement?  Is that vision statement so convoluted with jargon that you don’t really know what it means? You are not alone. In my experience, few people in any organization know that organization’s vision statement, and...