The Credit Union Sales and Marketing Podcast

The Power of Personalization in Marketing


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In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Jim Wrigley from Deep Target. They discuss the importance of deepening relationships with credit union members through personalized marketing strategies.Jim explains how Deep Target utilizes AI to analyze member data and deliver targeted messages, enhancing member engagement and driving sales. The conversation also covers the significance of frequency in communication, and the integration of marketing tools within credit unions. Jim emphasizes the value of guaranteed results and the need for credit unions to leverage their digital real estate effectively.Takeaways:·      Personalization is key to effective marketing strategies.·      Sales should be viewed as helping members, not just selling.·      Frequency in communication drives member engagement and success.·      Digital real estate on banking platforms is underutilized.·      AI can identify the next best product for members.·      Credit unions often lack the resources for complex marketing integrations.·      Building a strong brand requires more than just competitive rates.Hosts:Bill McKennaPaul RobertGuest:Jim Wrigley – Deep Target

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The Credit Union Sales and Marketing PodcastBy Bill McKenna and Paul Robert