31 episodes

A podcast for community banks and credit unions who enjoy hearing about innovation, fresh perspective, and thoughtful industry discussion.

Thinking Outside The Vault Kasasa

    • Business
    • 4.3 • 6 Ratings

A podcast for community banks and credit unions who enjoy hearing about innovation, fresh perspective, and thoughtful industry discussion.

    Marketing in 2022 with CW Warwick and Thomas Shields

    Marketing in 2022 with CW Warwick and Thomas Shields

    They say big changes are coming to the world of digital advertising. For some folks, it feels like the beginning of an earthquake, for others just tremors like we’ve felt so many times before. Whatever 2022 holds you can bet that the winners will be the marketers who leaned into the change. In this episode, we talk with CW Warwick the VP of Consumer Marketing and Thomas Shields the VP of Marketing Enablement at Kasasa about what changes to expect in 2022 and how to create positive momentum and growth for your community financial institution.


    In this episode we discuss:


    Four big changes that will affect how community financial institutions market in 2022.

    What first- and third-party cookie tracking really means.

    How to use social media without feeling totally dependent on it.

    The power of 1:1 messaging.

    Ways you can use text messaging and direct mail to connect in meaningful ways with consumers.

    Things you can do this week to upgrade your marketing game.


    Check out the Kasasa Exchange


    Follow Kasasa on Twitter and LinkedIn


    Listen to all the episodes of Thinking Outside the Vault.

    • 41 min
    Reaching new borrowers with Chris Cohen

    Reaching new borrowers with Chris Cohen

    Reaching new borrowers is extremely challenging right now. There are privately funded marketplace lenders who are targeting consumers with sleek digital experiences and competitive rates. In this episode we talk with Chris Cohen, Kasasa’s Chief Innovation Officer about ways that community financial institutions can differentiate their retail lending portfolios and win back the consumers in their backyard. You don’t need to build everything in-house when there are partners who share your values and passion for helping everyday people.


     


    In this episode we discuss:


    The challenges that community financial institutions are facing.

    How creditworthiness has changed.

    Ways that the pandemic economic situation differs from the financial crisis of 2007/2008.

    What Kasasa is doing to help our clients compete.

    How you can level the playing field.

    Stories from Kasasa Loan borrowers and what makes them raving fans.

    Action that you can take this week to help your lending team gain an edge.


     


    Check out the Kasasa Exchange


     


    Follow Kasasa on Twitter and LinkedIn


     


    Listen to all the episodes of Thinking Outside the Vault.

    • 35 min
    Planting for future growth with Patrick Dickson, Part 2

    Planting for future growth with Patrick Dickson, Part 2

    Everybody wants loans, and nobody wants deposits… except for the megabanks and neobanks. What do they know that community financial institutions don’t know? In part two of this two-part episode of Thinking Outside the Vault Kasasa’s Chief Research Analyst Patrick Dickson explains how community banks and credit unions can position themselves to bring in the right kind of accounts and build a very stable balance sheet. It has everything to do with your long-term strategy and your mindset.


     


    Check out the Kasasa Exchange


     


    Follow Kasasa on Twitter and LinkedIn


     


    Listen to all the episodes of Thinking Outside the Vault.

    • 27 min
    Planting for future growth with Patrick Dickson, Part 1

    Planting for future growth with Patrick Dickson, Part 1

    Everybody wants loans, and nobody wants deposits… except for the megabanks and neobanks. What do they know that community financial institutions don’t know? In part one of this two-part episode of Thinking Outside the Vault Kasasa’s Chief Research Analyst Patrick Dickson explains what the competition is thinking and how community financial institutions can develop a counter-strategy. It all comes down to cultivating relationships with consumers that can lead to significant growth down the road.


     


    Check out the Kasasa Exchange


     


    Follow Kasasa on Twitter and LinkedIn


     


    Listen to all the episodes of Thinking Outside the Vault.

    • 29 min
    Lending Strategies for 2021 with Greg Schultz

    Lending Strategies for 2021 with Greg Schultz

    Lots of financial institutions are sweating their loan-to-deposit ratios right now. Everybody is trying to re-balance their balance sheets in 2021. There are no two ways about it, competition for loans will be fierce in the coming year and the challenges are plentiful. In this episode, Greg Schultz, a Director of Product Management at Kasasa and our resident expert on the world of lending, makes predictions about the coming year and what he thinks the winning strategies will be.


    Book: The Great Good Place by Ray Oldenburg


    Kasasa Care


    Follow Kasasa on Twitter and LinkedIn

    • 35 min
    Creating great digital experiences with Gabe Trevino and Anthony Rezendes

    Creating great digital experiences with Gabe Trevino and Anthony Rezendes

    If you’re frustrated with your institution’s website, there’s hope! In this episode, we talk with two of Kasasa’s experts on digital user experience and website strategy, Gabe Trevino and Anthony Rezendes. COVID-19 has pushed many users into digital channels, particularly the older, more tech-averse demographics. Now that they’ve discovered how convenient and secure it is, they’re never going back. That means the user experience for your website is more important than it’s ever been. Listen to discover the steps you can take right now to get started.


    Discover FIRSTBranch.


    Follow Kasasa on Twitter and LinkedIn

    • 44 min

Customer Reviews

4.3 out of 5
6 Ratings

6 Ratings

J.D F ,

10/10 valuable info!

Very useful and actionable material that is well presented!

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