Posts Tagged ‘innovation’
Data-Driven Marketing – A Primer
For marketers today, it was essential to bring to light how the Marketing team will provide offers to members as it’s a significant change to our traditional methodology. The new approach is designed to provide improved, more consistent and more relevant product offers using the wealth of data from our core and your ancillary systems…
Read MoreStrategic Planning is the Easy Part
Working with organizations across the country, I see a familiar process when doing their strategic planning. A typical process I’ve observed is loosely following these steps: Once a year a strategic planning event is scheduled with the Board and a few key executives The event starts with a “state of the industry today” presentation, typically…
Read MoreA Career Transition Essential – Staying Relevant
Navigating a career is never easy. There will be obstacles and disappointments. There will be joys and celebrations. At times, even new opportunities come to you from “out of the blue.” It is when those obstacles, disappointment, and “out of the blue” situations happen is when the true grit of a leader comes to the…
Read MoreBranching Strategy, It Starts with the Member
Historically branches are seen as transaction channels. Today, this view of branches has changed and continues to evolve. Members and potential members like the convenience of brick and mortar, they like the demonstration of financial strength and security. Still, the truth is, they rely less on branches for their daily, weekly, and monthly transaction business…
Read More6 Steps to Transforming Your Credit Union for the Digital Economy
The digital economy is a new world order where their digital profiles and personas are directing consumer behaviors and buying decisions. The digital economy will lead them to products and services, special offers, activities, and events based upon recommended by these profiles and personas. It’s not a matter of if or even when it is…
Read More3 Steps to Leadership Transition
There are several triggers why you may want to transition to a new leadership style. One trigger might be the organizational needs have evolved, and a unique leadership style is required to move the organization or team to the next level. Maybe you have learned some skills to become a better leader but need to…
Read MoreCredit Union Culture in a #metoo World
#Metoo has created a new world of awareness and change in our society. After reading multiple posts from family, friends, and co-workers, I was shocked at how widespread gender and sexual harassment was in the workplace. When you see #metoo posts from your daughter and daughter-in-law, it saddens me to the core. Everyone needs to…
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