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

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 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 ...