The 10-billion-dollar answer – lessons learned from generating tangible results

Top Quartile

Feb 01 2023 | 00:33:17

00:00 / 00:33:17

Show Notes

Tim Keith, CEO at Infusion, joins Dan Marks to discuss what it means to deliver over $10 billion in balances for clients, how that connects to the Mission, and key lessons learned along the way, grounded in deep analysis of what actually drives tangible results. Key points covered include:

The $10B response balance milestone
What this means for clients and how it connects to our Mission
Lessons learned across four key performance optimization dimensions:
- Audience selection and the capacity/propensity equation
- Offer structure related to product mix
- Creative/positioning
- Channel mix including digital and OTT/CTV
How results are tracked and optimized

Other Episodes

Episode 0

June 23, 2021 • 00:25:08

Charting a New Path w/ Jared Freeman

The President/CEO at OnPath Federal Credit Union, Jared Freeman, shares his story and leadership philosophy with host Dan Marks, including: The growth at OnPath ...

Episode 0

August 18, 2021 • 00:40:33

Observations from the Front Lines of FinTech Growth w/ Sam Kilmer

Cornerstone Advisors’ Sam Kilmer, co-host of The Fintech Hustle, and host Dan Marks discuss the latest technology and data driven growth trends from Sam’s...

Episode 0

March 27, 2023 • 00:33:57

Driving revenue growth through data-driven marketing and sales

Steve Mertz, EVP of Growth & Strategy with People First Federal Credit Union, joins Dan Marks to discuss how their team is leveraging data...