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Unity One CU Lives BOLD With Credit Union Member Experience Training

Unity One CU Lives BOLD With Credit Union Member Experience Training

by OTMS Staff | Oct 29, 2025 | Case Study, Training

“On The Mark Strategies helps us understand there are different ways – better ways – for credit unions our size to manage and direct our attention. They challenge us in a positive self-reflective way.” -Patty Revis, SPHR, Chief Human Resources Officer, Unity One...
Wisdom from a Master Bank & Credit Union Strategic Planning Facilitator

Wisdom from a Master Bank & Credit Union Strategic Planning Facilitator

by OTMS Staff | Oct 27, 2025 | Strategy

It’s bank and credit union strategic planning season! And boy does Shawn Temple (our Chief Strategy Officer) know it. Shawn’s nearly two-month-long strategic planning tour is taking him to institutions across the country…and he’s making great use of the time. Besides...
Luminate Shines After Financial Services Branding With On The Mark Strategies

Luminate Shines After Financial Services Branding With On The Mark Strategies

by OTMS Staff | Oct 21, 2025 | Branding, Case Study

“I loved the process, and I’ve given your name to others considering name changes. Without the process, we wouldn’t be the success we are today.” -Angela Melle, VP of CU Engagement, Luminate   On The Mark Strategies conducts several financial services branding...
What’s New (and Old) in Bank & Credit Union Marketing?

What’s New (and Old) in Bank & Credit Union Marketing?

by OTMS Staff | Oct 20, 2025 | Marketing

Some people graduate college with marketing degrees…but little do they know, their coursework has only just begun. Bank and credit union marketing is ever-changing and evolving. There are strategies and tactics relevant ten or even five years ago that now pale in...
5 Benefits of Doing Bank & Credit Union Strategic Planning Early

5 Benefits of Doing Bank & Credit Union Strategic Planning Early

by OTMS Staff | Oct 15, 2025 | Strategy

There’s an old saying that the early bird gets the worm. When it comes to strategic planning for your organization, the early bird gets something even better: clarity, focus and a competitive advantage. Most organizations schedule their strategic planning...
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