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43 minutes | 19 days ago
The value of customer data for M&A w/ Rick Claypoole
Why is customer analytics crucial for planning and executing a bank or credit union merger or acquisition? In this episode, Host Dan Marks and Rick Claypoole, Infusion EVP of Client Analytics, discuss this important topic, including: Keys to successfully executing a merger integration How banks and credit unions should use customer-level data alongside account data to plan for a successful customer experience Virtual clean-room compliant customer analysis techniques and approaches How an Infusion Opportunity Assessment applies in M&A situations Some of the key impacts in the customer experience that can make or break a deal meeting pro-forma The role “Super Onboarding” plays And … Rick’s surprising connection to Groundhog Day and advice to his younger self. Connect with Rick on LinkedIn Visit Infusion online to learn more about how an Opportunity Assessment can help facilitate your M&A initiatives.
30 minutes | 20 days ago
Welcome to Top Quartile
Why is Infusion starting a podcast? Because, says Infusion CEO Tim Keith, the company has a unique perspective on what’s happening in the community banking and credit union industry. “We get data every day from banks and credit unions all across the country, and we’ve built a standardized data model that allows us to take that data and transform it into normative intelligence in a lights-out, automated, rapid-fire kind of way.” In other words, Infusion has a unique knowledge base to share and a finger on the pulse of the day-to-day goings on the in the increasingly complex world of community banking. In upcoming episodes you’ll hear from Infusion experts as well as other thought leaders in the industry, sharing best practices and discussing how industry trends affect their brands. “We’re super excited about this initiative and want to be more of a pollinator in the industry of the most up-to-date intelligence on what’s working, what’s not working, and what’s happening out there.” As for why the podcast is called Top Quartile, its becaue the podcast focuses on the strategies and tactics that drive top quartile performance in community banking. “In other words, you are outperforming 75% of the market because you figured out how to make the particular strategy you've undertaken work in the environment you're in,” Tim says. “What we want to offer the industry in this podcast are the factors that correlate with top quartile performance and the fundamental metrics to define profitable banking.” Connect with Tim on LinkedIn. Visit Infusion Marketing Group to learn more about how their knowledge, data, and marketing expertise helps community banks and credit unions grow their business.
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