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

March 01, 2023 • 00:37:54

How technology enables a great member experience

Drew Manning, CIO at KeyPoint Credit Union, joins Dan Marks to talk about how technology enables KeyPoint to deliver a great member experience today...

Episode 0

September 01, 2021 • 00:28:12

The Art and Science of Purposeful Brand Building w/ Aaron Chestnut

Georgia United Credit Union’s Chief Marketing Officer, Aaron Chestnut, joins host Dan Marks to talk branding, mission, the heart of marketing, and how to...

Episode 0

June 08, 2022 • 00:30:01

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

Nicholas Holland and Dan Marks explore lessons learned from Nick’s perspective as a marketer and now head of product at HubSpot – a leading...