Driving revenue growth through data-driven marketing and sales

Show Notes

Steve Mertz, EVP of Growth & Strategy with People First Federal Credit Union, joins Dan Marks to discuss how their team is leveraging data to boost member and revenue growth. Key points covered include:

Steve’s broad background with banking and credit unions and how that has prepared him to drive the overall growth agenda at People First
Steve’s passion for family and baseball
The new executive team at People First being in place to accelerate growth after a period low to no growth
The challenge in brand perception and delivery that had to be addressed as a foundation
How to use data-driven insights to effectively coordinate marketing and sales activities
Where Steve sees the puck going in applying data to generate tangible revenue outcomes
Setting an array of proactive touchpoints to communicate to members in the way that they have signaled they prefer – including emerging channels like text and OTT video
Proactively generating sustainable low-cost funding to continue driving top quartile loan growth
Steve’s mix of experience including brokerage licensure, branch service, and sales management

Show Notes

Other Episodes

Episode 0

Accelerating the buying journey through advanced CRM technology w/Nick Holland

Episode 0

Midpoint 2023 Industry Trends & Best Practices for Balance Sheet Growth

Episode 0

How Signage and Physical Branding Contributes to Growth w/ Kyle Edmonds