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

September 14, 2022 • 00:26:54

Understanding customer needs and the innovation agenda w/Rilla Delorier

Rilla Delorier, who sits on multiple bank and fintech boards, joins Dan Marks on this episode to discuss how banks can ensure innovation gets...

Episode 0

March 10, 2022 • 00:16:22

Agility and Change Management w/ Amy Tharrington

State Employees’ Credit Union’s SVP of Marketing, Amy Tharrington, talks about agility and change management to build brands with host Dan Marks. Including: •...

Episode 0

July 26, 2023 • 00:34:18

Midpoint 2023 Industry Trends & Best Practices for Balance Sheet Growth

Tim Keith, CEO of Infusion, joins Dan Marks to discuss current trends, opportunities for raising deposits for banks and credit unions, interest rates, and...