• Top Quartile

  • 著者: Dan Marks
  • ポッドキャスト

Top Quartile

著者: Dan Marks
  • サマリー

  • 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 customers/members, loans, deposits, and digital channels at community banks and credit unions around the country.
    © 2021
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あらすじ・解説

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 customers/members, loans, deposits, and digital channels at community banks and credit unions around the country.
© 2021
エピソード
  • Strategies for smart growth going into 2024
    2023/11/08
    Description: Chris Nichols, Director of Capital Markets at SouthState Bank discusses key strategies for growth in the current environment with Dan Marks. Key points covered include:
    • Chris’ background and role
    • The interplay of balance sheet, income statement, and hedging strategies in the current environment
    • How Chris’ team enables banks to implement the right balance sheet and customer tactics
    • The importance of prioritizing customer relationship growth and picking the right areas to focus on in order to earn above the banks’ cost of capital
    • Best practices in driving relationship deposit growth
    • How data, machine learning, and practical analytics can and should inform prioritized focus
    • Chris’ perspective on what we will all wish we knew about 2024 ahead of time by the time we get to 2025 and look back on the year
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    23 分
  • Using behavioral data to drive member experience improvements
    2023/10/25
    David Eldred, Chief Experience Officer of Solarity Credit Union, joins Dan Marks to discuss how he has used practical behavior-driven data to be a foundation for driving growth and improvement of the overall member experience. Key points covered include:
    1. David’s career progression and current role
    2. The growth trends that lead to a strategic imperative to put the member at the “center of the universe”
    3. Tools and techniques to discover member preferences and differences by persona
    4. How data drove the process and was used to tailor member communication
    5. Best practices for change management both inside of the credit union and with the members
    6. Key trends and emerging opportunities
    7. David’s hobby as a board game publisher. See this link to discover his game: RPG Battles Home - RPG Battles
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    38 分
  • A leading Chief Digital Officer’s perspective on growth
    2023/09/26
    Description: Doug Peacock, EVP and Chief Digital Officer of Associated Bank, joins Dan Marks to discuss how he is leading a Digital First/Product First strategic initiative to use digital channels to enhance the overall customer experience and profitable revenue growth at the bank. Key points covered include:
    • Background and current role
    • Growth at Associated Bank
    • The key growth drivers digital channels enable at the bank
    • How advanced data analytics informs strategy and the impact AI will have
    • Prioritizing engagement, retention, and originations with digital channel capabilities
    • How the digital experience supports sales both in the digital channel and in other channels
    • The changing role of the contact center to support the overall experience
    • The importance of developing curiosity as a key leadership trait
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    27 分

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