Here's the 5 Things In a Good Credit Union Social Media Staff Policy That You MUST Include! Your Credit Union MUST have a full-proof Social Media Staff Policy in place, in order to avoid online disaster! Here’s the five main points you’ll need to consider when crafting your internal and external social media staff policies. 1. Define Your Audience: You’ll need policies that are for the public and then policies for employees. The purpose of the public policies should be to explain your mission for interacting online. Consider using wording like:

Are you wondering how to help your financial institution better compete in the changing online banking landscape? Maybe you're concerned that the shift of consumers toward Fintech online-only banks might eventually drive your FI out of business? (If not, maybe you should be concerned.) Well here's a few tips for how to position your institution for Fintech [Olympic] success! 1. Training is Key In the regular Olympics it takes years of training for athletes to reach their peak performance level. But in today's consumer banking environment, most FIs don't have years to get their act together. 

This Guest Blog was Originally Posted on CUInsight One of the ways an improved digital presence can help your financial institution is by positively impacting your Google search rankings and local listing results. And here’s five reasons those search results really do still matter, and a few pro tips to help improve those rankings! 1. Google Search is Key to Banking Account Decision Making According to Google’s Zero Moment of Truth study, search is a huge factor with consumers considering a new banking product or service. They asked the question: “Q2 When you were considering purchasing [PRODUCT], what sources of information did you seek out to help with your decision?” As you can see from the results, 61% of those surveyed used search in their buying process. 

During one of my favorite events of the year, INBOUND in Boston, I attended a session that inspired to me to write a blog about how to better connect Sales and Marketing in your Credit Unions. Melissa Miller, Marketing Team Operations Leader from HubSpot, presented on how to set up a Service Level Agreement to better connect your marketing leads with your sales/member service team. This tends to be a huge challenge we see many of our Credit Union clients facing.

As Inbound marketers, we use blogs, social media, emails, great content and SEO to attract, convert, close and delight new customers. Many traditional sales and marketing staff members are skeptical that Inbound marketing for credit unions is an effective way to retain and grow membership. But for our clients we've seen that those who incorporate these techniques are getting some great results with new member growth and cross selling new products and services to existing customers.

Video Marketing Works for Small Businesses & Financial Institutions