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Bank and Credit Union Strategic Planning: Think at 100,000 Feet

Bank and Credit Union Strategic Planning: Think at 100,000 Feet

by OTMS Staff | Aug 27, 2025 | Strategy

Strategy is a tricky beast that means different things to different people. For some people, it’s goals over a one-to-three-year term. For others, strategy is nothing less than ten years out. Both can be right. The most successful organizations operate at two...
Two Levels of Credit Union and Bank Consumer Experience Training

Two Levels of Credit Union and Bank Consumer Experience Training

by OTMS Staff | Aug 25, 2025 | Training

What comes to mind when you think of credit union or bank consumer experience training? A smile? Short wait times? People who understand the systems they’re using? Those things are necessary elements of service, it’s true. They are the baseline – the first level of...
Put Your Credit Union or Bank Brand Through the Fixer’s Filter

Put Your Credit Union or Bank Brand Through the Fixer’s Filter

by OTMS Staff | Aug 20, 2025 | Branding, Training

As Marcus Lemonis says: “Business is simple. It’s people, process and product. If you get those three things right, you win.” That wisdom from the successful investor and star of “The Fixer” cuts straight to the heart of what makes...
Ten Ways to Get Better at Bank and Credit Union Marketing

Ten Ways to Get Better at Bank and Credit Union Marketing

by OTMS Staff | Aug 18, 2025 | Marketing

When you improve your bank or credit union marketing, you improve your organization. When you improve your marketing, your organization grows. And in many cases, you don’t have a loan growth issue, a deposit challenge or a retention problem. You have a marketing...
When Do You Need New Bank or Credit Union Journey Mapping?

When Do You Need New Bank or Credit Union Journey Mapping?

by OTMS Staff | Aug 13, 2025 | Branding, Training

Journey maps aren’t just pretty diagrams (or scrabbled words on a napkin from lunch). They’re strategic tools that define how people experience your organization from first contact to lifelong loyalty. When they’re working correctly, they create...
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  • RiverLand FCU Exposes Blind Spots With a Credit Union Marketing Assessment

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