The Credit Union Sales and Marketing Podcast
The Credit Union Sales and Marketing Podcast
Podcast Description
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical.
The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.
Podcast Insights
Content Themes
The podcast primarily focuses on sales and marketing within the credit union industry, with discussions applicable to community banking. Notable episode themes include navigating sales dilemmas, the rebranding journey of Suffolk Credit Union, and creating lasting brand identities. Examples include episodes discussing the necessity of balancing sales and service, the importance of a strong value proposition, and the emotional connections consumers seek with brands.

Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical.
The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.
In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome back Jason Causa, the founding partner of Reviews Up, to discuss the critical role of reputation management in the credit union industry.
They explore how AI technology can enhance reputation strategies, the importance of building trust and member loyalty, and the often-overlooked significance of employee reviews. The conversation emphasizes the need for credit unions to focus on perceived outcomes, realistic rating goals, and the integration of employee feedback into their overall reputation management strategy.
Takeaways:
· Reputation management is crucial for credit unions.
· AI can enhance how credit unions respond to reviews.
· Building trust is essential for member loyalty.
· Employee reviews significantly impact overall reputation.
· Perceived outcomes influence member decisions.
· Striving for a 4.5 rating is more realistic than perfection.
· NPS should complement, not replace, reputation management.
· A positive culture can drive better member experiences.
· Online reviews directly correlate with member acquisition.

Disclaimer
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