What We Discussed:

In today’s interview with David, we discussed a wide variety of issues:

• The relative importance of calling out the differences between credit unions and banks - today, as compared to a decade ago.
• How they effectively kept engagement with their customer base strong during the pandemic.
• Some of the more unique things you’re doing to bring the credit union and its community closer together.
• Predictions on what the banking and credit union world will look like in the future.
• Any advice David would give to marketers thinking about bringing a new agency on board.
• And lastly, if an agency was trying to knock down David's door and attempting to win business from him, what advice he would give them.

Thanks David for a great interview!

A little bit about David:

David's career in marketing & sales management spans the course of multiple industries including financial services, advertising, professional services, and the food industry.

He has worked with companies to help them blend traditional data with “big data” analytics to provide a strategic framework translating data into a tactical framework for developing marketing campaigns that drive business results.

Creating and executing marketing campaigns & programs built on a foundation of solid data (marketing) analytics is what he delivers. Focusing on revenue growth AND profitability.