Jeff Stephens, a leading expert on financial services branding, joins us to discuss his career in branding financial institutions. Jeff discusses how to market to your members using all 5 of the senses, how the long tail is changing financial institutions, and why differentiation is hard and necessary.

Kim Faucher, VP of Marketing at Trailhead Credit Union, shares her story of how a small, struggling, and unremarkable credit union transformed itself into the darling of the industry, reversed years of negative growth, and became a model of member engagement and financial performance. Kim shares her learnings from their complete rebrand around what you should and shouldn’t do if you are considering a similar path, and her marketing philosophy for copying great retail brands — not just credit unions.

Time for Part 2 of the conversation Ron Shevlin, a leading research expert in credit unions and banks. He shares his theory of how credit unions can find and execute on a marketing bullseye. He also discusses what trust really means for a credit union, what you can learn from marriage counselors to become stickier with your members, and how the whole industry will need to transform to survive.

Ron Shevlin, a leading research expert in credit unions and banks, shares his theory of how credit unions can find and execute on a marketing bullseye. He also discusses what trust really means for a credit union, what you can learn from marriage counselors to become stickier with your members, and how the whole industry will need to transform to survive.

Brett Wooden, CEO of Wooden Consulting, joins us to share insights about the future of mobile in the financial industry. Brett discusses what credit unions can learn from Facebook, how a bank in Russia is trying savings rates to how many steps its customers walk each day, opportunities for building mobile apps beyond just mobile banking, and the 4 keys to finding a mobile partner.

Adam Stites, CEO of Mirth Provisions, a drinkable cannabis product company, joins us to share what the rapidly changing world of legal cannabis looks like in Washington State today. He explains the challenges the industry faces in getting financial services today, the rigorous legal requirements to owning and investing in cannabis companies and how you can access that information, and what the new cannabis customer looks like today — it’s not what you think.