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OTMS Blog
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
A relay race is not won by the fastest runners. It’s won by the fastest runners who can pass a baton without dropping it. Succession planning works the same way. Financial organizations spend months, sometimes years, developing a strong roster of leadership...
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.
Is Your Financial Services Marketing All About You?
We often treat financial services marketing like a selfie – it’s all about us. Learn the 3 symptoms and 4 solutions to selfish marketing in this blog post.
The Financial Services Marketing Metrics That Actually Matter
Follower count and impressions look good but mean little. Here are the financial services marketing metrics that connect to growth for financial organizations.
The Credit Union Marketing Problem You Can’t See
Bad credit union marketing is most dangerous when it flies under the radar. Learn 3 ways bad marketing is like mold in your walls and how to address the damage.
How to Make Financial Services Marketing Feel More Human
Financial services marketing often leads with products instead of people. Learn four ways financial organizations can humanize theirs and build trust.
The 3 Secrets Behind Organizations That Last 100+ Years
There are 3 key reasons organizations last 100+ years. Have timeless principles, timeless service and timely strategy to build a legacy people will love.
The Role of Digital Marketing in Financial Services Growth
Financial services digital marketing works best as a system. See how websites, email and paid digital connect to drive real growth. Book a free consultation.
Your Small Business Logo Design is Hurting Your Marketing
Your small business logo design can help or hurt your marketing. Find out if it’s outdated, boring or lacks strategy so you can improve it and gain business.
Financial Services Leadership Training: A 17.6-Year Puzzle
People stay with financial organizations for 17.6 years on average. Have financial services leadership training meant to increase that number and grow loyalty.
The Credit Union Marketing Checklist for Growth-Focused Leaders
A practical credit union marketing checklist covering member journey mapping, segmentation, local SEO and referral programs to drive real growth.
Perform a Mid-Year Financial Services Marketing Assessment
Financial organizations often don’t assess marketing, which hurts business. Use a financial services marketing assessment to review social, website and more.
Credit Union Member Experience Training is an Infinite Game
Credit union member experience training is never one-and-done. You need consistency if you want to serve members well and win in the marketplace. Read more now!
3 Things to Expect When Working With On The Mark Strategies
Choosing a partner to help you solve problems is hard. You don’t know what to expect. Well, here’s what to expect when you work with On The Mark Strategies!
When Should a Credit Union Hire a Marketing Agency?
Is your credit union’s marketing team executing instead of strategizing? Learn the four signs it’s time to hire a credit union marketing agency.
Financial Services Leadership Training to Prevent Gut-Rot
Leadership problems emerge at the top and the middle of an organization. Use financial services leadership training to stop gut-rot in the center of your brand!
Why Summer is Prime Time for Small Business Rebranding
Summer has a slower pace and people are more relaxed. That makes it the perfect time to consider or start small business rebranding. Read more in the article!
Stop These Flops With a Credit Union Marketing Assessment
McDonald’s, Jaguar and Intel have all made some big brand flops. Avoid their mistakes by reading the article and using a credit union marketing assessment.
Financial Services Strategy: Vacation-Proof Your Business
A key part of financial services strategy is vacation-proofing your business. Scale your leaders, operations and messaging so things run well without you there.
Small Business Sales Training and Trust-Measuring Metrics
Trust needs to be part of your small business sales training. But how do you measure it? Increase clarity with these three metrics for better sales and service.
Credit Union Member Experience That Sells The Pencil
Can you sell this pencil? It’s a common sales question that also applies to your credit union member experience. Learn to lead with benefits, not features.
3 Impactful Credit Union Leadership Training War Games
War games in credit union leadership training have a major impact. Test out the worst possible scenarios and stay prepared for the future. Find 3 examples here.
Financial Services Leadership Training That Leads to Beat
Relevancy takes bold leadership and proactive measures. Use financial services leadership training to prioritize well and make an impact. Read more here!
How to Develop a Credit Union Strategic Planning Mindset
Credit union strategic planning starts with your mindset. Learn how to be autonomous, accountable and decisive in this latest strategic planning guide!
Credit Union Marketing: Create a Brand Voice Cheat Sheet
Credit union marketing needs consistency. And to be consistent, you need a brand voice cheat sheet. Know your audience and personality to win with your brand.
The ROI of Small Business Branding
Small business branding is more about how you make people feel than it is about numbers. Learn emotional branding techniques and make a memorable brand now.
Financial Services Branding Strategic Refresh – Here’s How
Financial services branding requires the occasional refresh, and that starts with strategy before new brand creative. Here’s the when, why and how of branding!
Credit Union Leadership Training From Star Wars
Star Wars has some great examples to use in your credit union leadership training. Have a strategic mindset, be selfless and inspire hope with these heroes!
Best Low-Cost Small Business Marketing Moves With Big Reach
Small business marketing (as well as financial marketing) doesn’t have to be pricey. Here are three low-cost, high impact tactics to use. Read more in the post!
