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, Bill McKenna and Paul Robert discuss the importance of strategic planning for credit unions with guest Dave Crocker, Chief Strategic Officer at Strategic Process Management.
They explore the need for credit unions to challenge conventional thinking, align their goals within strategic planning, and understand the role of leadership and the board in this process.
The conversation introduces ProStrategy.AI, a tool designed to enhance strategic planning by providing a structured process and utilizing AI to generate insights and align strategies, goals, and people with organizational objectives.
Takeaways:
· Strategic planning should extend beyond immediate goals
· Alignment between leadership and the board is essential
· ProStrategy.AI enhances the strategic planning process
· AI can help generate new ideas and insights
· Credit unions must focus on being elite, not just surviving
· Cultural integration of strategic planning is vital
· The Strategic Value Analysis is a key component of planning
· Effective strategic planning is a continuous process
Keywords:
#creditunions #strategicplanning #ProStrategy.AI #leadership #organizationalalignment #credituniongrowth #strategicvalueanalysis #corporateculture #innovation
Hosts:
Bill McKenna
Paul Robert
Guest:
Dave Crocker
Strategic Process Management
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