Branding & Marketing for Credit Unions  By  cover art

Branding & Marketing for Credit Unions

By: Braid Creative
  • Summary

  • A branding and marketing podcast for credit union marketers from Braid Creative.
    © 2024 Braid Creative & Consulting LLC
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Episodes
  • Being A Credit Union Marketer
    Mar 22 2021

    Today we have guests! Joining us on the show today is Matt Stratton, Senior Vice President of Marketing at Tinker Federal Credit Union, and Chris Weigl, Marketing Manager at Community Federal Credit Union. We’re getting their perspectives on marketing challenges, opportunities, and strategies within the credit union industry.  

    We’re asking Matt and Chris how they advocate for growing the role and importance of marketing and branding in their credit unions. We discuss how marketing drives results (even when you can’t always measure them) and how to balance trying new things to grow the credit union while still preserving their reputation and remaining loyal to current members. 

    Learn more about Braid Creative at www.braidcreative.com and follow us on Instagram @braidcreative 

    • 1:20 meet our guests, Chris Weigl and Matt Stratton
    • 3:15 wearing an executive hat and a marketing hat
    • 8:35 try out a new idea through a pilot program
    • 10:38 measuring "branding results"
    • 13:37 measuring interaction, engagement and participation
    • 14:35 sharing results when they aren't great
    • 19:35 the benefits of honesty within your marketing team
    • 21:56 how to decide when to update creative or stay the course
    • 27:35 the expansion of credit union membership has made credit union branding more important
    • 31:30 what has stayed consistent in the credit union industry the past 30 years?
    • 35:21 camaraderie among credit unions
    • 39:55 Matt's best advice for credit union marketers 
    • 42:43 Chris' best advice for credit union marketers 
    • 44:15 let's talk Netflix shows! what’s everyone watching?



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    51 mins
  • Media Planning
    Mar 22 2021

    We want to talk about media. You don’t have to be on every media platform out there to get your message in front of your audience. 

    You do, however, need a media plan – so you can be ready and flexible in times of change. Plus, we don’t want you to feel like you’re just winging it or making it up from scratch, every time you have a new campaign. And we don’t want you to dilute your message (or your budget) on any deal or bright new shiny media “opportunity” that comes your way! 

    So we’re going to share our media philosophies and advice to help you shape up your media plan and feel more confident about what you’re spending and putting out there.

    Download the worksheet for this episode at www.braidcreative.com/creditunionpodcast and follow us on Instagram @braidcreative 

    • 1:05 media is putting your message in the right place to target the right audience.
    • 5:55 media planning vs. media buying
    • 10:12 your media plan should not be driven by good sales people
    • 14:10 we explain typical ad agency roles using Mad Men as an example 
    • 23:50 you know your credit union best – use that knowledge to best plan out your media
    • 27:03 brand media vs promotional media
    • 31:37 investing in media and leveraging your budget
    • 35:00 what’s the difference between reach and frequency?
    • 37:36 how to analyze your media plan
    • 43:20 sharing your media philosophy within your credit union 



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    47 mins
  • Team Collaboration & Communication
    Mar 22 2021

    We’re talking about ways to get your team communicating and collaborating better – especially when it comes to planning, and pulling off big projects, promotions, and campaigns.

    Whether that’s with your marketing team, cross-departmental teams in your credit union, or even with your agency team – we want to give you some tips for:

    • getting everyone on the same page
    • getting more voices heard around the table
    • getting more of the outcomes you want –

    and, maybe even having more fun with the people you work with, while you’re at it.

    This podcast is here to help credit union marketers like you remember how creative you are, how much you love your job (and your credit union!), and get some new creative ideas to try out along the way.

    Download the worksheet for this episode at www.braidcreative.com/creditunionpodcast and follow us on Instagram @braidcreative 

    • 1:05 lead your marketing team like an agency
    • 6:52 what do your yearly planning meetings look like?
    • 11:10 what do zombies have to do with your team? we chat about The Walking Dead
    • 18:15 collaborating with other teams and departments in your credit union
    • 20:44 how to create a visual presentation for better collaboration and communication
    • 29:36 presenting your creative process along the way – not just the final creative
    • 33:03 getting the most out of your agency 



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    41 mins

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