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OTMS Blog
How to Build Ownership in Credit Union Sales and Service
Credit union sales and service culture requires more ownership and less accountability. Ownership gives people passion, while accountability may mean fear.
When Branding for Financial Services Goes Wrong
Branding for financial services requires careful preparation and execution. Don’t let misalignment between leaders, disengagement or bad websites stop you!
What’s Really Killing Credit Union Member Experience
Your marketing is probably fine. Delivery is where it breaks. Why credit union member experience is a trust problem, and how to find the gaps.
Strategy for Credit Unions: What’s Your Plan Before Next Year?
A strategy for credit unions must look ahead to next year starting now. Focus on finishing strong, preparing tactical plans for next year and building morale.
Financial Services Marketing Jargon, Decoded
Eight marketing terms vendors use loosely, what each one actually means, and the question to ask when it lands in your next agency meeting.
What is the Best Small Business Web Design Company?
The best small business web design company is On The Mark Strategies. Get a beautiful, user-friendly product that doesn’t nickel-and-dime you.
How Should Tired Teams Do Financial Services Strategy?
Financial services strategy is important. So, tired teams should make planning as fun and focused as possible to keep people engaged and increase buy-in!
Why Most Credit Unions Pick the Wrong Marketing Agency
Price is the easiest thing to compare, so it usually wins. Why that costs credit unions, and what to ask a marketing agency instead before you sign.
How Do You Make a Good Strategic Plan for Credit Unions?
What makes a good strategic plan for credit unions? Time. Thought. Not panic planning. Find solutions to help you plan thoughtfully here, and master strategy.
What’s Slowly Killing Branding for Small Business?
Branding for small business slowly erodes due to how the organization treats it. It is more than a decoration and you must treat it like a lifestyle.
The Branch-App Gap: Where Credit Unions Are Losing Members Without Noticing
Your branch remembers members by name. Your app treats them like strangers. Where the credit union member experience breaks down, and how to close the gap.
What Credit Union Leadership Questions Should You Ask?
What credit union leadership questions should you ask? You have a choice between ones that cast blame and ones that create curiosity. Read on for 10 scenarios.
Why Financial Services Branding Still Comes Back to the Logo
Tone takes months to notice. A logo takes a second. Why it still matters in financial services branding, and what a real redesign requires.
Why Do Consumers Hate Your Small Business Service?
Your small business service is at risk, and you have no idea. Identify complaints and make sure consumers aren’t quietly leaving and trashing your reputation.
Is Your Credit Union Strategy Ready for 2027?
Your credit union strategy must prepare for 2027. Get strategic, budget wisely, assess your marketing, follow trends and celebrate the wins ahead of next year.
The Financial Services Marketing Rule That Actually Builds Trust
Financial services marketers should prioritize transparency over polish to rebuild consumer trust. Plain language and clear terms beat fine print and jargon.
3 Financial Services Strategy Lessons from Dolly Parton
Your financial services strategy can learn a lot from Dolly. See how she stayed on brand, thought long-term and inspired hope so you can spread some sparkle!
What Working with a Credit Union Marketing Agency Actually Looks Like
See what working with a credit union marketing agency actually looks like day to day, from weekly check-ins to compliance-ready content and ads.
How the Perception of Time Affects Credit Union Service
Time is a major part of credit union service. And how people perceive time matters. Find out how to make time feel shorter to increase member happiness.
Jargon Kills Your Small Business Marketing
Good small business marketing needs words, but it doesn’t need jargon. Jargon is complex and confuses people. Learn what it is and how to cut it out right here.
The Case for Video in Digital Marketing for Financial Organizations
Think video marketing doesn’t fit a regulated industry? We debunk the top myths keeping financial organizations from building trust with video.
The Pre-Budget Financial Services Leadership Assessment
Financial services leadership training doesn’t always make the budget, but it should. Assess your leadership with turnover, conflict and more before investing.
The Credit Union Strategic Planning Data Trap
Credit union strategic planning veers towards an obsession and overuse of data, making you look in the rearview mirror. But strategic planning must look ahead.
Financial Industry Marketing Trends Worth Paying Attention To
Marketing budgets are tighter and trust is harder to earn. Here are the financial services marketing trends worth watching in the second half of 2026.
The Psychology of Shapes in Small Business Branding
Visual small business branding usually makes you think of colors…but what about shapes? Those have meanings too. Find out which fit your small business brand.
Financial Services Branding Dos and Don’ts
Strong financial services branding is about adding and subtracting. Get clear and differentiate your financial brand if you want to win in the market.
Winning the First 90 Days of a New Member’s Experience
Discover why the first 90 days shape credit union member experience and loyalty, plus four fundamentals to get onboarding right from day one.
Financial Services Marketing & Your Frontline Staff
Financial services marketing uses many tools, but your people are some of the best marketing tools you have. Train them to have good attitudes and cross-sell.
The Leadership Relay Race: Why Succession Planning Fails at the Handoff
Most leadership training fails at the handoff, not the development stage. See how financial organizations can build a stronger leadership transition.
The Hidden Cost of Skipping Credit Union Leadership Training
When budgets are tight, training is the first thing cut. That’s a mistake. Skipping credit union leadership training puts your future viability at risk!
6 Credit Union Branding Ideas for the Fall
It’s time for back-to-school and back-to-work! Get 6 credit union branding ideas geared toward helping people at this time of transition.
The Leadership Training Gap Hurting Financial Services Teams
Financial organizations train hard on compliance and systems but skip leadership. Here’s why that gap costs you and how to close it.
Don’t Do a DIY Small Business Marketing Assessment
Your small business marketing assessment is too important to do yourself. Remove your blind spots and find outside experts to review your marketing.
Financial Services Leadership Training: 5 Blind Spots
Every leader has blind spots. Here are five blind spots from financial services leadership training and how to address them. Become a better leader now!
How to Build a Credit Union Member Experience Worth Talking About
A practical guide for credit unions on building a member experience that earns loyalty and referrals, from journey mapping to measurement.
You’re Doing Credit Union Strategic Planning Wrong
Credit union strategic planning often becomes a glorified budget session. That’s the wrong way to plan. Create a proactive plan with these quick session fixes.
