EPISODE · May 12, 2025 · 22 MIN
The Power of Personalization in Marketing
from The Credit Union Sales and Marketing Podcast · host Bill McKenna and Paul Robert
In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Jim Wrigley from Deep Target. They discuss the importance of deepening relationships with credit union members through personalized marketing strategies.Jim explains how Deep Target utilizes AI to analyze member data and deliver targeted messages, enhancing member engagement and driving sales. The conversation also covers the significance of frequency in communication, and the integration of marketing tools within credit unions. Jim emphasizes the value of guaranteed results and the need for credit unions to leverage their digital real estate effectively.Takeaways:· Personalization is key to effective marketing strategies.· Sales should be viewed as helping members, not just selling.· Frequency in communication drives member engagement and success.· Digital real estate on banking platforms is underutilized.· AI can identify the next best product for members.· Credit unions often lack the resources for complex marketing integrations.· Building a strong brand requires more than just competitive rates.Hosts:Bill McKennaPaul RobertGuest:Jim Wrigley – Deep Target
What this episode covers
In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Jim Wrigley from Deep Target. They discuss the importance of deepening relationships with credit union members through personalized marketing strategies.Jim explains how Deep Target utilizes AI to analyze member data and deliver targeted messages, enhancing member engagement and driving sales. The conversation also covers the significance of frequency in communication, and the integration of marketing tools within credit unions. Jim emphasizes the value of guaranteed results and the need for credit unions to leverage their digital real estate effectively.Takeaways:· Personalization is key to effective marketing strategies.· Sales should be viewed as helping members, not just selling.· Frequency in communication drives member engagement and success.· Digital real estate on banking platforms is underutilized.· AI can identify the next best product for members.· Credit unions often lack the resources for complex marketing integrations.· Building a strong brand requires more than just competitive rates.Hosts:Bill McKennaPaul RobertGuest:Jim Wrigley – Deep Target
NOW PLAYING
The Power of Personalization in Marketing
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m