Steve Mertz, EVP of Growth & Strategy with People First Federal Credit Union, joins Dan Marks to discuss how their team is leveraging data to boost member and revenue growth. Key points covered include:
Steve’s broad background with banking and credit unions and how that has prepared him to drive the overall growth agenda at People FirstSteve’s passion for family and baseball The new executive team at People First being in place to accelerate growth after a period low to no growthThe challenge in brand perception and delivery that had to be addressed as a foundationHow to use data-driven insights to effectively coordinate marketing and sales activities Where Steve sees the puck going in applying data to generate tangible revenue outcomes Setting an array of proactive touchpoints to communicate to members in the way that they have signaled they prefer – including emerging channels like text and OTT videoProactively generating sustainable low-cost funding to continue driving top quartile loan growth Steve’s mix of experience including brokerage licensure, branch service, and sales management