There are two things that really bother me about the credit union industry.
Banks and credit unions scramble to forge personal relationships with consumers as more and more interactions migrate to online and self-service channels. Consumers are receptive to virtual channels, and say they are willing to provide more personal info if it will help improve service.
B2B marketers live and die by how effectively they generate quality leads that fill the funnel. Good marketers can drive steady, dependable flows of traffic from a variety of sources, but great marketers always look to shift the curve, not just eek out gains.
“Do you get many new clients from referrals?” I asked my new financial advisor client. There was a pause. He cleared his throat and said “Not as many as I would expect.” “How often do you ask for referrals?” I asked cautiously. Another pause. “Every now and then.”
How banks and credit unions can use online segmenting and ad targeting systems to hit the right online promotions to the right people at the right time.
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