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 2

February 07, 2021 • 00:43:27

The value of customer data for M&A w/ Rick Claypoole

Why is customer analytics crucial for planning and executing a bank or credit union merger or acquisition? In this episode, Host Dan Marks and...

Episode 0

November 17, 2021 • 00:19:35

The Inside Story of Pinnacle’s Growth w/ Sarae Janes Lewis

Senior Vice President and Director of Associate and Client Experience at Pinnacle Financial Partners, Sarae Janes Lewis, talks with host Dan Marks about how ...

Episode 0

February 08, 2022 • 00:19:29

Successful Digital Loan Origination Strategies w/ John Deignan

President and CEO of Baker Hill John Deignan talks all things loan growth with host Dan Marks. Highlights from a career spent helping financial...