Top Quartile
Top Quartile brings you stories from the front lines of growth in community focused financial services. Each episode features thought leaders offering insights on what's driving growth in customers/members, loans, deposits, and digital channels at community banks and credit unions around the country.
Episodes
November 8, 2023 • 23 mins
Description: Chris Nichols, Director of Capital Markets at SouthState Bank discusses key strategies for growth in the current environment with Dan Marks.
Key points covered include:
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Mark as Played
October 25, 2023 • 37 mins
David Eldred, Chief Experience Officer of Solarity Credit Union, joins Dan Marks to discuss how he has used practical behavior-driven data to be a foundation for driving growth and improvement of the overall member experience.
Key points covered include:
- David’s career progression and current role
- The growth trends that lead to a strategic imperative to put the member at the “center of the universe”
- Tools and...
Mark as Played
September 26, 2023 • 27 mins
Description: Doug Peacock, EVP and Chief Digital Officer of Associated Bank, joins Dan Marks to discuss how he is leading a Digital First/Product First strategic initiative to use digital channels to enhance the overall customer experience and profitable revenue growth at the bank.
Key points covered include:
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Mark as Played
August 23, 2023 • 37 mins
Scott Brinker, Editor at chiefmartec.com and VP of Platform Ecosystem at HubSpot, joins Dan Marks to discuss what the current state of the art looks like in the world of Marketing Data, Marketing Automation, AI, and the interaction of the different market participants.
Key points covered include:
- Scott’s background and experience in the space both as a founder of chiefmartec.com and in his current role.
- Key tre...
Mark as Played
July 26, 2023 • 34 mins
May 3, 2023 • 38 mins
David Hall, SVP, DX Director with Bank of Hawaii, joins Dan Marks to discuss key lessons learned during his history working across the front lines and back office at Zions, MX, and now at BOH, using data and personalization to make a difference in areas that really matter to customers.
Key points covered include:
- Read more
Mark as Played
March 27, 2023 • 33 mins
Steve Mertz, EVP of Growth & Strategy with People First Federal Credit Union, joins Dan Marks to discuss how their team is leveraging data to boost member and revenue growth. Key points covered include:
- Steve’s broad background with banking and credit unions and how that has prepared him to drive the overall growth agenda at People First
Mark as Played
March 14, 2023 • 31 mins
D.G. Markwell with Credit Union Leaders joins Dan Marks to discuss leadership skills, best practices, and habits that will be essential to maintain strong growth into the future. Key points covered include:
- How D.G.’s background growing a credit union from $100M to over $2B in assets set the stage for Credit Union Leaders
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Mark as Played
March 1, 2023 • 37 mins
Drew Manning, CIO at KeyPoint Credit Union, joins Dan Marks to talk about how technology enables KeyPoint to deliver a great member experience today and into the future as the landscape changes. We specifically talk about:
- Drew’s background and current role as CIO, along with his hobby as a Jazz musician (Drew’s Jazz Spotify channel)
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Mark as Played
February 1, 2023 • 33 mins
Tim Keith, CEO at Infusion, joins Dan Marks to discuss what it means to deliver over $10 billion in balances for clients, how that connects to the Mission, and key lessons learned along the way, grounded in deep analysis of what actually drives tangible results. Key points covered include:
- The $10B response balance milestone
- What this means for clients and how it connects to our Mission
- Lessons learned across four ke...
Mark as Played
January 18, 2023 • 24 mins
Ashish Agarwal, CMO at Kin Insurance (previously with Prosper), joins Dan Marks to discuss leaning in with strong analytics, customer, and commercial orientation and building a talented team to drive results. Some of the points we highlight in this episode are:
- Read more
Mark as Played
January 4, 2023 • 15 mins
Stephanie Dennehy, Chief Marketing Officer at Cape Cod Five, joins Dan Marks on this episode to talk about some of the best practices for community banking. Stephanie has been in banking and financial services for 11 years and talks about the growth she has seen in her time in the banking industry. Some of the points we highlight in this episode are:
Mark as Played
December 14, 2022 • 20 mins
Top Quartile brings you part 2 of our special year end episode as we talk with a few of this year’s guests on the show about what kind of things they are keeping their watching as we go into 2023 and what key trends they are seeing, strategizing for, and are excited about in the coming year in the banking industry. Guests appearing in this episode and links to their original Top Quartile episode include:
Mark as Played
November 30, 2022 • 20 mins
Top Quartile brings you a special year end episode bringing back guests from the past year to talk about some of the key lessons they learned in 2022 as well as some of the books they have read that have helped shape strategies in the banking industry. Guests appearing in this episode and links to their original Top Quartile episode include:
Mark as Played
November 2, 2022 • 28 mins
Neil Stanley, the CEO of CorePoint and a former Bank CEO joins host Dan Marks to talk trends and best practices on liquidity management. Neil has an extensive experience from his time working for a bank and running a bank as CEO as well as his current role at Corepoint. Neil has a passion for diving deep in understanding all of the levers that influence deposit growth at a bank and an interesting perspective that may be a source ...
Mark as Played
October 12, 2022 • 18 mins
Amber Callahan who leads marketing for 1st Advantage Credit Union joins Dan Marks how a data driven foundation for marketing leads to brand growth as well as product growth. Some of the points we highlight in this episode are:
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September 14, 2022 • 26 mins
Rilla Delorier, who sits on multiple bank and fintech boards, joins Dan Marks on this episode to discuss how banks can ensure innovation gets the proper attention at the board and management level.
- Read more
Mark as Played
August 31, 2022 • 21 mins
August 17, 2022 • 19 mins
Janelle Herrera, the head of Marketing and Business Development at OnTap Credit Union talks with Dan Marks about OnTap’s unique mission tied to their roots and it focuses the growth strategy. Dive into the history at the bottom of the bottle on this fascinating Podcast episode of Top Quartile.
- How OnTap Credit Union was founded
- What exactly is ‘beer culture,’ and how it relates to the credit union’s roots
- W...
Mark as Played
August 3, 2022 • 25 mins
Gentry Moyes, Head of Paid Media at Mountain America Credit Union, goes behind the scenes with Dan Marks to unpack the who, what, and why of the MACCEE award winning campaign that Mountain America recently wrapped up that used influencers to authentically promote the, 'My Style,' checking product.
- Gentry's background and current role at Mountain America Credit Union
- What growth has been like recently at Mounta...
Mark as Played
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