"The chore of banking sucks. It’s remarkably boring.”

Welcome to episode 19 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. Bryan Clagett is the Chief Marketing Officer at Geezeo, a Forbes contributor, and a member of the Forbes Communication Council. He’s an active part in the online conversation about credit unions, banking, fintech, and all things digital transformation. I go to him for questions on all things fintech or digital disruption, and I’m excited to have him on the show today to share nuggets of wisdom that we’ll all be able to apply.

These days, Bryan explains, disruption is being driven by the consumer. Expectations are rising, and customers are expecting more of financial institutions. This will be a challenge, but Bryan expects it will also be exciting. From there, he’ll dig into what Geezeo does to help and support credit unions, and share his excitement for advancement in the ability to be more in tune with customers’ needs.

The key for credit union marketers, Bryan points out, is to leverage technology and data as a means to actually talk with members, not just talk at them. Traditional advertising in the financial services sector tends to be boasting rather than consumer-focused. Instead, the focus should be on knowing about members and doing things differently to impact their financial lives.

Tune into today’s episode to learn all about all of these things, as well as how Bryan got involved in financial services, how he keeps his (and Geezeo’s) message fresh, what a free day and work/life balance look like for him, and what his neighbors think of his drone!

Full show notes on www.CUInsight.com.

How to find Bryan:
Bryan Clagett
Chief Marketing Officer and Investor, Geezeo
[email protected]
www.geezeo.com
Twitter | Linkedin | Instagram

Show notes from this episode:

Check out the work the folks at Geezeo are doing to help credit unions and their solutions.