The Credit Union Sales and Marketing Podcast – Details, episodes & analysis

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The Credit Union Sales and Marketing Podcast

Bill McKenna and Paul Robert

Business

Frequency: 1 episode/16d. Total Eps: 27

Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.

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http://ProStrategy.AI
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Score global : 27%

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The Power of AI in Strategic Planning

Thursday, March 5, 2026 • Duration 41:10

In this episode, Bill McKenna and Paul Robert discuss the importance of strategic planning for credit unions with guest Dave Crocker, Chief Strategic Officer at Strategic Process Management.

They explore the need for credit unions to challenge conventional thinking, align their goals within strategic planning, and understand the role of leadership and the board in this process.

The conversation introduces ProStrategy.AI, a tool designed to enhance strategic planning by providing a structured process and utilizing AI to generate insights and align strategies, goals, and people with organizational objectives.

Takeaways:

· Strategic planning should extend beyond immediate goals

· Alignment between leadership and the board is essential

· ProStrategy.AI enhances the strategic planning process

· AI can help generate new ideas and insights

· Credit unions must focus on being elite, not just surviving

· Cultural integration of strategic planning is vital

· The Strategic Value Analysis is a key component of planning

· Effective strategic planning is a continuous process

Keywords:

#creditunions #strategicplanning #ProStrategy.AI #leadership #organizationalalignment #credituniongrowth #strategicvalueanalysis #corporateculture #innovation

Hosts:

Bill McKenna

Paul Robert

Guest:

Dave Crocker

Strategic Process Management

ProStrategy.AI

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Transforming Credit Unions with AI and Data Analytics

Monday, February 16, 2026 • Duration 32:04

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Mitch Rutledge, CEO and co-founder of Vertice AI. The conversation explores the evolving landscape of community financial institutions and the increasing need for data-driven strategies to meet consumer expectations.

Mitch shares insights on how Vertice AI empowers credit unions to understand and grow their member base through advanced analytics, personalized engagement, and innovative new member acquisition strategies. The discussion also addresses common misconceptions about AI and emphasizes the importance of proactive engagement in enhancing member relationships.

Takeaways:

· Consumer expectations have shifted, requiring smaller institutions to adopt data-driven strategies.

· Community financial institutions must respond to consumer demands for personalized engagement.

· Credit unions must understand and grow their member base through data analytics.

· Data integration is crucial for credit unions to leverage existing member information effectively.

· Member acquisition strategies that focus on leveraging existing member data to identify prospects.

· Misconceptions about AI include the belief that extensive data and data scientists are necessary for implementation.

· Personalized experiences are increasingly expected by consumers across all generations.

Hosts:

Bill McKenna

Paul Robert

Guest:

Mitch Rutledge

Vertice AI

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The Evolution of Credit Unions and Business Lending

Monday, February 2, 2026 • Duration 31:38

Mark shares his extensive experience in small business lending, the importance of building relationships with members, and how credit unions can effectively serve their local business communities. The conversation highlights the growing interest in business lending, the types of loans in demand, and the role of CUSO in supporting credit unions.

Takeways:

· Building relationships is key in business lending.

· Credit unions serve their members, including small business owners.

· The landscape of business lending is evolving post-pandemic.

· Credit unions can enhance their bottom line through business lending.

· Proactive communication is essential for cultivating business relationships.

Keywords:

#creditunions #businesslending #MarkRitter #commerciallending #smallbusiness #CUSO, #financialservices #communitybanking

Hosts:

Bill McKenna

Paul Robert

Guest:

Mark Ritter

MBFS

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Navigating the Credit Union Marketing Landscape

Monday, December 22, 2025 • Duration 35:46

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Mark Arnold, of On the Mark Strategies. The conversation covers Mark's journey in the industry, the importance of execution in marketing strategies, and the challenges faced by credit unions, particularly small to mid-sized ones.

They discuss the 'knowing-doing gap' in marketing, the significance of internal branding and culture, and the evolving definitions of service in the financial sector. The episode emphasizes the need for clarity and simplicity in branding, the role of data in marketing, and the importance of follow-up in member engagement.

Takeaways:

· Mark Arnold's industry journey

· The importance of execution in marketing strategies for credit unions

· Understanding the 'knowing-doing gap' in marketing execution

· The Brand Triangle Model: leadership, employee engagement, and member satisfaction

· Challenges faced by small to mid-sized credit unions in marketing

· Leveraging data for actionable insights in marketing strategies

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The Evolution of Credit Unions and Business Lending

Monday, December 15, 2025 • Duration 31:38

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Mark Ritter, CEO of MBFS, to discuss the evolving landscape of business lending within credit unions.Mark shares his extensive experience in small business lending, the importance of building relationships with members, and how credit unions can effectively serve their local business communities. The conversation highlights the growing interest in business lending, the types of loans in demand, and the role of CUSO in supporting credit unions.Takeways:· Building relationships is key in business lending.· Credit unions serve their members, including small business owners.· The landscape of business lending is evolving post-pandemic.· Credit unions can enhance their bottom line through business lending.· Proactive communication is essential for cultivating business relationships.

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Harnessing AI for Reputation Management

Monday, September 22, 2025 • Duration 33:10

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome back Jason Causa, the founding partner of Reviews Up, to discuss the critical role of reputation management in the credit union industry.

They explore how AI technology can enhance reputation strategies, the importance of building trust and member loyalty, and the often-overlooked significance of employee reviews. The conversation emphasizes the need for credit unions to focus on perceived outcomes, realistic rating goals, and the integration of employee feedback into their overall reputation management strategy.

Takeaways:

· Reputation management is crucial for credit unions.

· AI can enhance how credit unions respond to reviews.

· Building trust is essential for member loyalty.

· Employee reviews significantly impact overall reputation.

· Perceived outcomes influence member decisions.

· Striving for a 4.5 rating is more realistic than perfection.

· NPS should complement, not replace, reputation management.

· A positive culture can drive better member experiences.

· Online reviews directly correlate with member acquisition.

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Aligning Credit Union Sales & Marketing

Tuesday, September 16, 2025 • Duration 28:08

In this episode, Paul Robert and Bill McKenna discuss the critical importance of growth for credit unions, focusing on attracting new members, retaining existing ones, and deepening relationships.

They explore the challenges faced by smaller credit unions, the necessity of personalization in member interactions, and the alignment of sales and marketing efforts. The conversation emphasizes the need for actionable strategies and the creation of value through meaningful conversations and effective follow-up processes.

Takeaways:

· Attracting new members, retaining existing ones, and deepening relationships are key growth metrics.

· Smaller credit unions face unique challenges in achieving growth.

· Personalization is crucial for deepening member relationships.

· Frequency of communication is vital for success.

· Sales and marketing alignment is necessary for effective growth strategies.

· Execution of strategies requires clear action plans.

· Creating value through conversations is fundamental to member satisfaction.

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The Power of Advocacy in Financial Services

Monday, September 1, 2025 • Duration 37:01

In this episode of the Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert engage with Susan Toalson McGinty, the SVP Chief Growth and Advocacy Officer at the University of Illinois Community Credit Union. They discuss the multifaceted role of credit unions, emphasizing the importance of advocacy, differentiation from traditional banks, and the integration of technology in enhancing member engagement.Susan shares insights on building a culture of “do more good,” the significance of purpose in business development, and the challenges faced by smaller credit unions in balancing multiple responsibilities.Takeaways· Advocacy is essential for credit unions to grow and educate legislators.· Understanding the differentiation between credit unions and banks is crucial.· A culture of 'do more good' can drive member engagement.· Technology plays a vital role in modern credit union operations.· Building relationships is more important than transactional interactions.· Purpose-driven business development leads to sustainable growth.· Integrating business development with retail teams enhances overall success.· Empowering staff to represent the credit union is key.Keywords:#creditunions #businessdevelopment #advocacy #technology #financialservices #memberengagement #marketingstrategy #communitygrowth #financialliteracyHosts:Bill McKennaPaul RobertGuest:Susan Toalson McGinty

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Unlocking the Power of Data in Credit Unions

Tuesday, August 19, 2025 • Duration 45:34

In this episode, Bill McKenna and Paul Robert discuss the critical role of data in enhancing member experiences within credit unions. Anne Legg, founder of Thrive, emphasizes the importance of understanding member friction and leveraging data to create personalized solutions.

The conversation explores the need for data literacy, proactive strategies, and cross-functional collaboration to improve member relationships and retention. The hosts also touch on the impact of AI and the necessity for credit unions to adapt in a rapidly changing financial landscape.

Takeaways

· Data is essential for improving member experiences.

· Understanding member friction is key to effective data use.

· Credit unions should focus on deepening relationships with existing members.

· Data literacy empowers staff to make informed decisions.

· Proactive data strategies can anticipate member needs.

· Education and training are crucial for effective data utilization.

· Cross-functional collaboration enhances member service.

· AI can personalize member interactions and offers.

· Credit unions must adapt to remain relevant in a competitive market.

Keywords:

#creditunions #datastrategy #memberexperience #dataliteracy #financialservices #ai #memberrelationships #data-drivendecisions #financialeducation

Hosts:

Paul Robert

Bill McKenna

Guest:

Anne Legg

Thrive

Exploring the Two Types of Credit Union Marketing

Monday, June 30, 2025 • Duration 30:24

Exploring the Two Types of Marketing

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Roberts discuss the two primary types of marketing: product/service marketing and brand marketing or magnification.

They explore the importance of brand loyalty, emotional connections with members, and the impact of life events on member engagement. The conversation emphasizes the need for credit unions to create a strong brand presence through community involvement and storytelling, as well as the significance of employee engagement in representing the brand.

The episode concludes with a discussion on the role of online reviews in shaping brand perception and the importance of having a unified marketing strategy.

Takeaways

· There are two types of marketing: product/service and brand.

· Brand loyalty is crucial for retaining members.

· Emotional connections with members drive engagement.

· Life events trigger the need for financial services.

· Community involvement enhances brand perception.

· Storytelling is a powerful marketing tool.

· Employee engagement reflects the brand's values.

· Online reviews can significantly impact consumer decisions.

· A unified marketing strategy is essential for success.

Keywords:

#marketing, #brand loyalty, #brandmarketing, #productmarketing, #creditunions, #memberengagement, #communityinvolvement, #storytelling, #employeeengagement, #onlinereviews, #financialservices

Hosts:

Bill McKenna

Paul Robert

The Credit Union Sales and Marketing Podcast – Details, episodes & analysis

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The Credit Union Sales and Marketing Podcast – Details, episodes & analysis

Podcast details

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