Driving revenue growth through data-driven marketing and sales
Update: 2023-03-27
Description
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 First
- Steve’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 growth
- The challenge in brand perception and delivery that had to be addressed as a foundation
- How 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 video
- Proactively 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
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