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Blog Feature

Credit Union Growth | Credit Union Marketing | Marketing Tips | Marketing & Sales Strategy

6 Steps to Creating a Credit Union Marketing & Sales Extravaganza

By: Meredith Olmstead
August 5th, 2017

Originally written as a guest blog for CUInsight: Looking for a better way to plan for growing your Credit Union? Here’s 6 full-proof steps to ensure your next sales and marketing plan is a resounding success! 1. Start with the BIG Picture in Mind... As you design your quarterly or annual goals and objectives, make sure you circle back to your CU’s strategic plan. Then everything your marketing and sales teams do should be working together toward a unified BIG picture. So, for example, if one of your strategic objectives is to grow deposits by $100 million within three years, your teams need to focus on cross-selling deposit accounts to current members while also targeting new populations.

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Credit Union Growth | Credit Union Marketing | Marketing & Sales Strategy | Credit Union News & Information

Measuring for Credit Union Growth in a Mobile-First World

By: Meredith Olmstead
May 18th, 2017

This is a live blog from the Financial Brand 2017-  My notes are adapted from Joe Meier's presentation on Rethinking Growth Metrics and Digital Marketing ROI in a Mobile-first World. 

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Is your Credit Union Missing the Mark When it Comes to New Member Growth?

This e-Book will help you find the best ways to maximize your digital presence, reaching new potential members while increasing your share of wallet for existing members.

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Social Media Marketing | Credit Union Marketing | Marketing Tips | Marketing & Sales Strategy

5 Common Misconceptions About Social Media Marketing Companies

By: Meredith Olmstead
May 13th, 2017

Although we are known as ‘Social Stairway’ we do a lot more than just social media marketing. So, here’s a few common misconceptions that you might keep in mind when looking for an online marketing agency that would be a good fit for your organization… Myth 1.  Social Media Marketing Companies only work with Social Media:

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Social Media Marketing | Credit Union Marketing | Marketing Tips | Marketing & Sales Strategy

How Often Should You Be Posting on Social Media? [Infographic]

By: Meredith Olmstead
May 2nd, 2017

Pretty cool graphic from a blog on how often is best to post on various social media platforms, by SumAll App. We agree with most of these, although Pinterest isn't terribly useful for FIs. The KEY is to be consistent! Don't post for a few weeks and then forget it for a few weeks. Pre-schedule with a tool like Hootsuite and then stay on it! There's no set it and forget it on social media! If that's what you're looking for you're out of luck! :)

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Credit Union Growth | Credit Union Marketing | Marketing & Sales Strategy

Why to Include Sales Enablement with Credit Union Strategic Planning

By: Meredith Olmstead
April 27th, 2017

This blog originally appeared as a guest blog on CUInsight. As we work with clients to build digital marketing campaigns centered around lead generation, it has become clear to us that many Credit Unions are also in need of support in handling these sales leads effectively. This is why we recommend that sales enablement should be included when planning for your CU’s future. First... What Exactly IS Sales Enablement?

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Social Media Marketing | Marketing & Sales Strategy | Credit Union News & Information

Credit Union Social Media: Avoid These 5 Mistakes on Instagram

By: Tara Moseley
April 24th, 2017

How Your Credit Union Can Avoid the Top 5 Mistakes on Instagram Is your CU on Instagram?  If not, maybe it should be.  After all, Instagram is one of the fastest growing social media platforms today.  The audience on Instagram skews much younger than Facebook, most being between the ages of 18-29, which makes it an excellent platform for your CU to reach younger potential new members.  However, if you’re going to use this new social media platform, it’s important that you avoid the most common mistakes. Here’s a list of the top 5 mistakes we see regularly on Instagram: 1. Profile is Incomplete When creating an account on Instagram, you have up to 150 characters to use to describe your Credit Union.  Make sure your description is complete and straightforward.  Also, make sure your website is listed, since it is click-able directly from your profile. We also recommend that you change the link in your profile when you share relevant content from your website, as this is the ONLY hyperlink on the platform that so it’s the best way to send people to your CU website. Refer to these links in the relevant posts with comments like “link to blog in profile above.”

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