Top Quartile

Top Quartile

By Dan MarksBusinessArts
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Top Quartile episodes

  • Credit, Digital Lending, and how to use data in new ways w/Jeff Keltner
    Jeff Keltner joins Dan Marks in this episode of Top Quartile to discuss credit, digital lending, and how to use data in new ways to expand access to credit. Jeff is the Senior Vice President of Business Development at Upstart and has a Computer Systems Engineering Degree from Standford.   Upstarts background and what need […]
    29 min
  • The Board of Directors Perspective on Growth in Community Banking and FinTech w/Kim Vogel

    Join Kim Vogel and Dan Marks as they discuss the unique role of the board of directors in overseeing rather than executing a bank strategy.  Kim serves on the board of directors for Tri Counties Bank as well as two FinTechs. 

     

    • How Kim’s background in Equity Research and FinTech startups informs her perspective
    • The board’s role as overseer rather than management
    • Effective board and management interactions
    • How to assess and manage risk rather than try to eliminate it
    • Keys to successful innovation and how to create a culture of “smart innovation.”
    • Real world stories and examples from multiple chairs
    • What Kim secretly wanted to be when she grew up and the advice she would give her younger self about pursuing a board role
      • 30 min
    • How culture and niche focus drives sustained growth at attractive ROEs w/Sean Kouplen

      Sean Kouplen and Dan Marks discuss the culture of support and giving that Regent Bank has been thriving on both internally and externally, and how Sean has learned and developed his leadership strategy over the years as the Chairman and CEO at Regent Bank. 

       

      • How Regent Bank has generated sustained double-digit growth 
      • Regent’s use of technology enables their “niche is the new local” strategy 
      • Discover which niches Regents focuses on and why 
      • How building a culture of giving has attracted employees and customers 
      • Sean’s top 3 lessons learned around leadership 
      • Sean’s leadership takeaways and advice to his younger self 

        •  

        Ed Francis at InBank has a similar approach to leadership and generates similar results.  Check it out: 

        https://infusionmarketinggroup.com/podcast/a-brand-new-chapter-for-a-bank-with-100-years-of-history-w-ed-francis/ 

         

        28 min
      • Accelerating the buying journey through advanced CRM technology w/Nick Holland

        Nicholas Holland and Dan Marks explore lessons learned from Nick’s perspective as a marketer and now head of product at HubSpot – a leading provider of CRM technology. 

         

        • How HubSpot has grown recently 
        • How HubSpot used the voice of their customer to inform the product and growth roadmap 
        • How orchestration of marketing, sales, and service activities via a CRM can turbocharge growth 
        • Omni Channel customer journeys and how to use best practices for banks and credit unions 
        • How platforms, integrations, and ecosystems are impacting the future of technology for the front office 
        • Nick’s top key takeaways and advice to his younger self 
          • 31 min
        • How to use Digital Channels to Drive Tangible Growth w/Tim Keith

          Tim Keith and Dan Marks provide an introduction and overview of the best practices to actually use Digital Marketing to drive tangible measurable growth. This overview comes from years of experience and analysis based on what does and doesn’t work at banks and credit unions around the country. 

          Highlights include: 

          • The Digital landscape and why First Party data matters so much. 
          • How capacity and propensity inform targeting and awareness and engagement, and drive results. 
          • How to practically orchestrate a true omni-channel growth strategy. 
          • How Digital marketing drives measurable results across channels both online and in branch. 
          • How real account tracking works across channels and devices in the crazy world of people using ad blockers and click blockers. 
          • Expanding on the role digital and omni channel play to drive action along the entire lifecycle of the buying journey from Acquisition, to relationship expansion, to retention. 
          • Practical tips to quickly get traction at whatever stage you are in, in a digital transformation. 
            • 26 min
          • The Digital First Brand and Marketing Strategy w/ Amber Fielder
            Chief Marketing Officer at USE Credit Union, Amber Fielder, talks marketing strategy and her “Digital First” approach with host Dan Marks. Including: 
            Amber’s marketing and sustainability background 
            Growth at USE 
            The brand journey 
            Surprising data driven insights that drive strategy 
            How Digital First comes to life in marketing 
            How Digital First comes to life in the branch 
            Amber’s advice to her younger self 
            USE website  
            Connect with Amber on LinkedIn 
            Amber serves on the board of the Marketing Association of Credit Unions 
            MAC spring conference
            14 min
          • 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:
            • Growth at SECU
            • How personal balance drives high performance at work
            • Amy’s progression of roles at different types of financial institutions
            • The importance of understanding the associate and member mindset to build change programs
            • Using data to inform a strategy
            • How “playing up” helps develop talent
            Connect with Amy on LinkedIn
            Check out SECU
            17 min
          • How My Training As A Creative Prepared Me To Lead The Brand w/ Kristen Curette
            Community Resource Credit Union’s Marketing Director, Kristen Curette, talks all things design, digital, community, and leadership with host Dan Marks.  Highlights include: 
            Big digital advances that helped lead to CRCU’s steady growth amidst the pandemic 
            How Kristen’s creative background informs her leadership 
            Kristen’s focus on community  
            Using design to improve the customer experience
            How staying grounded in the fundamentals while always learning and innovating are both super important 
            Kristen’s advice to her younger self 
            Connect with Kristen on LinkedIn 
            Check out CRCU
            15 min
          • Successful Digital Loan Origination Strategies w/ John Deignan
            President and CEO of Baker Hill John Deignan talks all things loan growth with host Dan Marks. 
            Highlights from a career spent helping financial services companies grow 
            How work styles and processes are adapting to a hybrid world 
            The most effective things financial institutions are doing to grow quality loans 
            Keys to successfully digitizing an end to end loan origination process 
            The top three (plus one) things that banks and credit unions to accelerate loan growth 
            John’s advice on addressing and thriving in challenging situations 
            Connect with John on LinkedIn 
            Check out Baker Hill
            20 min
          • Key Trends Shaping 2022 Roundtable
            Several key thought leaders share their perspective on key trends shaping 2022. Check out the video version of this episode on Youtube. Guests appearing in this episode and links to their original Top Quartile episode include:
            Sarae Janes Lewis SVP, Director of Associate & Client Experience at Pinnacle Financial Partners – The Inside Story of Pinnacle’s Growth 
            Rick Claypoole EVP, Client Analytics at Infusion – The Value of Customer Data For M&A
            Delynn Byars SVP of Marketing at First South Financial CU – Systematic Onboarding 
            John Oxford SVP and Director of Marketing at Renasant Bank – Key Marketing Trends 
            Douglas Scarboro SVP of Federal Reserve Bank of St. Louis, Regional Executive Memphis Branch – Helping Communities Thrive and Fostering Payments Innovation 
            Tim Keith CEO at Infusion – Loan Growth Best Practices
            19 min

          About Top Quartile

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          Top Quartile brings you stories from the front lines of growth in community focused financial services. Each episode features thought leaders offering insights on what's driving growth in…