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

October 25, 2023 • 00:37:47

Using behavioral data to drive member experience improvements

David Eldred, Chief Experience Officer of Solarity Credit Union, joins Dan Marks to discuss how he has used practical behavior-driven data to be a...

Episode 0

August 04, 2021 • 00:22:16

A Brand New Chapter for a Bank with 100 years of History w/ Ed Francis

Ed Francis, Chairman of the Board, President and Chief Executive Officer for InBankshares, Corp and InBank, talks with host Dan Marks about the re-invention...

Episode 0

November 02, 2022 • 00:28:54

Key Deposit Management and Pricing Best Practices with Neil Stanley

Neil Stanley, the CEO of CorePoint and a former Bank CEO joins host Dan Marks to talk trends and best practices on liquidity management. ...