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

December 14, 2022 • 00:20:30

Top Quartile Guests’ Key Trends for 2023

Top Quartile brings you part 2 of our special year end episode as we talk with a few of this year’s guests on the...

Episode 0

May 03, 2023 • 00:38:32

Using data to increase relevance and build better relationships

David Hall, SVP, DX Director with Bank of Hawaii, joins Dan Marks to discuss key lessons learned during his history working across the front...

Episode 0

October 26, 2021 • 00:25:18

How We Started and Grew a De Novo Community Bank w/ Will Chase

Will Chase, the founding CEO of Triumph bank, discusses key observations and lessons learned that led to the founding, profitability, rapid growth, and eventual...