The Credit Union Sales and Marketing Podcast

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.

The Credit Union Sales and Marketing Podcast is a business podcast hosted by Bill McKenna and Paul Robert, with 29 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Bill McKenna and Paul Robert hosts The Credit Union Sales and Marketing Podcast, a business show with 29 episodes published.

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  The Credit Union Sales and Marketing Podcast

  Leadership and Culture in Credit Unions

  Aug 11, 202642 min

  In this episode, William McKenna and Paul Robert interview Bob Flanyak, the retiring CEO of Chrome Federal Credit Union, located in Washington, PA. They explore leadership, branding, community engagement, technology, and the importance of culture in credit unions, offering valuable insights for industry professionals. Takeaways: · Leadership and culture in credit unions · Building a strong community brand · The role of technology in member experience · Insights from Bob Flanyak’s career and leadership · The future of credit union leadership · Our evolving credit union industry · Succession at credit unions Key Words: #credit union #leadership #branding #communityengagement #technology #culture #banking #financialservices #CEO #retirement #successionplanning Hosts: Bill McKenna Paul Robert Guest: Bob Flanyak Former CEO, CHROME FCU

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  The Credit Union Sales and Marketing Podcast

  Empowering Families Through Financial Education

  Jun 8, 202629 min

  In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert discuss the importance of financial education with Nicole Hood, co-founder and CEO of My First Nest Egg. The conversation explores the innovative family-first approach to financial wellness, emphasizing the need to educate both children and parents. Nicole shares insights on tailoring financial education for different age groups, the development of a Chore Allowance app, and the integration of financial literacy into classrooms. Takeaways: · Financial education can differentiate credit unions in the market. · A family-first approach to financial wellness is essential. · Parents often need financial education as much as their children. · Engaging parents helps reinforce financial concepts at home. · Tailoring education for different age groups is crucial. · Visual learning aids help children understand financial goals. · Engaged employees can champion financial education programs. Keywords: #financialeducation #creditunions #financialliteracy #youtheducation #MyFirstNestEgg #financialwellness Hosts: Bill McKenna Paul Robert Guest: Nicole Hood My First Nest Egg

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  The Credit Union Sales and Marketing Podcast

  The Power of AI in Strategic Planning

  Mar 5, 202641 min

  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 ProStrategy.AI

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  The Credit Union Sales and Marketing Podcast

  Transforming Credit Unions with AI and Data Analytics

  Feb 16, 202632 min

  In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Mitch Rutledge, CEO and co-founder of Vertice AI. The conversation explores the evolving landscape of community financial institutions and the increasing need for data-driven strategies to meet consumer expectations. Mitch shares insights on how Vertice AI empowers credit unions to understand and grow their member base through advanced analytics, personalized engagement, and innovative new member acquisition strategies. The discussion also addresses common misconceptions about AI and emphasizes the importance of proactive engagement in enhancing member relationships. Takeaways: · Consumer expectations have shifted, requiring smaller institutions to adopt data-driven strategies. · Community financial institutions must respond to consumer demands for personalized engagement. · Credit unions must understand and grow their member base through data analytics. · Data integration is crucial for credit unions to leverage existing member information effectively. · Member acquisition strategies that focus on leveraging existing member data to identify prospects. · Misconceptions about AI include the belief that extensive data and data scientists are necessary for implementation. · Personalized experiences are increasingly expected by consumers across all generations. Hosts: Bill McKenna Paul Robert Guest: Mitch Rutledge Vertice AI

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  The Credit Union Sales and Marketing Podcast

  The Evolution of Credit Unions and Business Lending

  Feb 2, 202632 min

  In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Mark Ritter, CEO of MBFS, to discuss the evolving landscape of business lending within credit unions. Mark shares his extensive experience in small business lending, the importance of building relationships with members, and how credit unions can effectively serve their local business communities. The conversation highlights the growing interest in business lending, the types of loans in demand, and the role of CUSO in supporting credit unions. Takeways: · Building relationships is key in business lending. · Credit unions serve their members, including small business owners. · The landscape of business lending is evolving post-pandemic. · Credit unions can enhance their bottom line through business lending. · Proactive communication is essential for cultivating business relationships. Keywords: #creditunions #businesslending #MarkRitter #commerciallending #smallbusiness #CUSO, #financialservices #communitybanking Hosts: Bill McKenna Paul Robert Guest: Mark Ritter MBFS

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