CASE STUDY SUMMIT STORIES

 

Great Stories Only Make A Difference If You Hear Them…

 

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MY JOURNEY OF STORIES

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The #BankSocial Case Study Summit  Is The Biggest Collection Of Bank & Credit Union Stories That Made A Difference For Their BOTTOM LINE!

 

#CaseStudySummit Will Take Place For 30 Days From September 21st – October 21st via Our Online Conferencing Software!

 


 

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September 21, 2016

Keynote Case Study Session: Even A Mortgage Lender Can Rock Inbound

1:00 PM-2:00 PM EST

Mortgage banking may not be the most exciting industry. However, AmeriFirst Home Mortgage has proven that generating leads, building buzz and serving clients isn’t reserved for the most exciting businesses. Learn how a regional mortgage lender, a mid-sized company, refocused its traditional outbound advertising ideals into an inbound marketing machine. The bonus: you don’t have to be a juggernaut to compete with the big guns! 3 Takeaways:
  • An inbound marketing department can begin with one person or a team.
  • Marketing doesn't have to be an expensive, magic endeavor.
  • How to get started and who to hire.
Speakers: Dan Moyle, Sam Mallikarjunan

September 22, 2016

Case Study Session: Omni-Channel Delivery

1:00 PM-2:00 PM EST

Consumer behavior and technology startups are disrupting branch banking, as we know it today. Transactional efficiency is being displaced by engagement, and customer experience to drive results, market share and depth for financial institutions. In this session, we will explore how banks are responding to consumer demand and dive deep with one bank who is thriving – Bear State Bank. Key Takeaways:
  • Role of the physical branch in an omni-channel landscape.
  • Effects of digital on consumers.
  • Evolution of channels and how they will influence customer experience.
Speakers: Anthony Burnett, Shelly Loftin

September 23, 2016

Case Study Session: Learn How Alabama Teacher’s Credit Union Is Stepping Up and Out With Social Banking

1:00 PM-2:00 PM EST

  • A veteran in the social media world, $264 million Gadsden, Ala.-based Alabama Teacher’s Credit Union started its media presence in 2009 marketing to thousands of people they could not otherwise reach. As engagement increased, they turned their focus to where their current and future members are, Facebook and YouTube to engage and deliver relevant, targeted content and offers. The Credit Union is so passionate about social media they have it integrated into their mobile banking so members can share and post right in the app.
  • This session will cover how bankers can leverage the tools and analytics available in social media to observe interactions that are not available in traditional channels and create relevant offers and strengthen their member connection. The audience will also learn how ATCU is winning more business, and selling more services and products with double digit results, costing less and reaching more. Learn key steps in creating a social media policy and plan to prepare for the next generation of social banking with a human touch. Malauzai will share how social banking is impacting digital channels including payments and the evolution of design and user experience.
Speakers: Robb Gaynor, Emily Mayben, Joe Wood

September 27, 2016

Case Study Session: How To Use Marketing To Generate More Digital Sales Leads For Your Credit Union

1:00 PM-2:00 PM EST

  • Identify your target personas and their specific pain points so you can create content to address all of these elements specifically.
  • Include lead generation forms with your larger feature content pieces (e-books, templates, etc) to grab lead contact details at the early stages of their buying journey.
  • Use keyword research to inform your content creation and to fully optimize the blogs that will help promote the larger content marketing landing pages
  • Attendees will walk away with a blueprint for how to create meaningful content that will resonate with their target audiences and help them better capture contact details from these targets for future marketing nurture and sales follow up efforts.
Speakers: Meredith Olmstead, Tony Battista

Case Study Panel: Understanding Generation Y

2:30 PM-3:30 PM EST

What Are Millennial Behaviors/Trends? How Do Bank And Credit Unions Execute An Effective Strategy And What Are Best Practices For Communication?
  • Gen Y trends and behaviors are a constantly evolving and fluid dynamic.
  • Purchasing Power Leaders: Social behaviors between marketer and consumer.
  • Social platform evolutions and the dynamics of inter-platform marketing strategy - Platform turnover and adaptation to new and emerging platform use/behaviors.
  • The humanization of brands on social.
  • Timing of brand and product: What is appropriate/strategic and when is it the right time to execute?
  • Participation and execution in real time.
  • Varied Creative Dynamic: Digital video, photography, graphic images, AB testing of creative, etc.
  • Social Media And Real Life: Living the brand and eliminating the real life disconnect.
  • A Catered Experience: Targeting specific demographics and cohorts with unique social strategies.
Moderator: Shawn Ketchum

Panelist: Karrie Drobnick, Megan Larsen, JD Scroggin

September 28, 2016

Case Study Session: Earn Revenue From Social Media Despite Compliance Hassles

1:00 PM-2:00 PM EST

Verve, a Credit Union, has grown not only likes, but also loans! From March 2015 through the rest of the year, the credit union generated nearly 200 new loan leads and closed $2.2 million in loans that were directly traced back to the credit union’s social media efforts through its CUSO, Chatter Yak!. And Chatter Yak! ensures the credit union is in compliance with that alphabet soup of pesky regulations from HMDA to UDAAP. Attendees of this session will:
  • Learn the essentials of maintaining regulatory compliance while using social media
  • Discover how to grow social media presence, and more importantly,
  • How to turn that presence into revenue-producing leads.
Speakers: Bryce Roth, Michael Ogden, Karrie Drobnick

September 29, 2016

Case Study Session: How An 88-Year Old Savings Bank Became Hip All Of A Sudden

1:00PM - 2:00 PM EST

  • The ultra-conservative savings bank and mortgage lender, known to many North Jerseyans as one of the last bastions of passbook savings accounts, is on a roll with a powerful digital omni-channel offering and streamlined new offices to meet the haven of young, upwardly mobile, and digitally-savvy consumers in their hot markets.

  • Chief Revenue Officer, Tricia Hrotko recognized the need to prepare her financial institution for the next generation of banking and customers’ needs. Starting with a re-branding effort to launch “CSBK” and the addition of ultra-modern open concept banking centers equipped with transaction pods, the effort was further enhanced with a new digital banking offering from Malauzai Software.   CSBK has come full circle with sleek and sophisticated physical locations and a digital experience to match.

  • Learn how 88-year old CSBK has evolved into a cool, hip brand with a mobile and online offering unlike any other in the market and meeting the needs and behaviors of today’s consumers. Robb Gaynor, Chief Product Officer of Malauzai will share his insights on how CSBK and other community financial institutions are out innovating the big brands and delivering relevant and personalized experiences through digital.

Speakers: Robb Gaynor, Tricia Hrotko

Case Study Panel: Inbound Lead Generation

2:30 PM-3:30 PM EST

  • The lifeblood of every company is the quantity and quality of leads that fresh customers find and inquire more information about your brand.  Great leads aren't a mistake, they are planned.  In this panel moderated by Sam Mallikarjunan from HubSpot,  currently the leading inbound marketing system software.  If you’re looking to increase your inbound marketing opportunities, this panel of high level inbound power users will change the way you think and do inbound marketing.
Moderator: Sam Mallikarjunan Panelist: Anthony Burnett, Chris Nicols, Dan Moyle, Meredith Olmstead

October 4, 2016

Case Study Session: Enhancing The Brand Experience With Branch Transformation

1:00PM - 2:00PM ET

Adrenaline and Citizens National Bank will discuss their work together on the latest branch transformation. One key element to the overall transformation was understanding the customer journey and how that plays into the brand experience. Citizens National Bank puts their customers first so not only did they want to modernize their location but also enhance the ability to service the customer. Cultural training of employees was also critical in bringing the brand experience full circle.

Three takeaways:

  • Identifying the customer journey
  • Creating a universal banking experience
  • How cultural training is vital to your transformation
Speakers: Sean Keathley, Brad Tidwell, Woodie Tipps

October 5, 2016

Case Study Session: Digital. Social. Banking. Put It All Together … Like A Pro!

1:00 PM-2:00 PM EST

  • Digital strategies.
  • Social media case studies.
  • Making a case to your team, telling the story to your customers/members.
Speakers: Sarah Bacehowski, Rachel Wegmann

October 6, 2016

Case Study Session: Video Storytelling - How To Generate New Business, Improve ROI, and Turn Bank Customers Into Raving Fans

1:00 PM-2:00 PM EST

Not every item in your social media and digital marketing toolkit can fascinate and resonate with your community as much as a well crafted and produced video. Telling stories with video increases engagement, triggers social sharing and gives people a reason to talk about you as well as the subject of your video online and offline. Participants of this session in just an hour will learn about:
  • Video production methods.
  • How to attract retail and business customers by sharing success stories using video.
  • What tools and software to use if you don’t want to exceed a $100 budget.
  • What is ROI of the video storytelling initiative and why it’s no longer an option.
  • Also, the attendees of this case study will hear from the bank’s business customers about the impact of their participation in the bank produced videos and will have a chance to ask Larry Barker, President and CEO of Machias Savings Bank about his vision for the advancement and strategic importance of video storytelling on the financial future of the bank.
Speakers: Larry Barker, Yury Nabokov

October 11, 2016

Case Study Session: Rewarding Profitable Behavior While Embracing Community Spirit

1:00 PM-2:00 PM EST

Increasing non-interest income is the main route to boosting revenue without necessarily growing the depositor base.  A community-based debit card rewards and loyalty program, like Buzz Points, can help community financial institutions improve their bottom line while building relationships with their cardholders and local businesses. Find out how the Buzz Points platform has worked for UMassFive College Credit Union and how it can work for you too.

  • Increase card usage

  • Improve cardholder relationships

  • Use gamification to reward profitable behavior

  • Foster community spirit

Speakers: Greg Schultz, Susan Moran, Craig Boivin

Case Study Panel: Compliance Process

2:30 PM-3:30 PM EST

  • The compliance process is to assist banks and credit unions operational and strategic goals while maintaining compliance with all the associated laws and regulations. But what exactly should the structure of the compliance process be in today's digital landscape where financial institutions must be able to adequately compete for customers? Learn from moderator Kristen Stogniew, and panelists on what a financial institution's compliance process should look like in order to be a strong contender in the modern tech-savvy world.
Moderator: Kristen Stogniew Panelist: Desiree JohnsonSusan deFreese, Laura Breeland

October 13, 2016

Case Study Session: Strategize Bold, Execute Smart

1:00 PM-2:00 PM EST

  • We’re talking bold social media strategy today. What makes a strategy bold? Making a plan for something you’ve never done before, executing smart and getting the results you aimed for.
  • At Filene, Holly Fearing, Social Media Advisor, was brought on to help credit unions implement social media strategies, better communicate messages and achieve desired outcomes. It only took a short time for Filene to realize they didn’t have a social media strategy that did that for themselves. In a “taking our own medicine” moment, we turned our efforts inward and built a social media strategy to get after our goals – and not surprisingly, we began to see the right results. It goes without saying that to capture the elusive social media ROI, one must first build a bold strategy to get there.
  • A shining example of just that: Heartland Credit Union in Madison, WI. To say they went “all in” on social media would be an understatement. Robin Marohn, Vice President of Marketing and Business Development, will share Heartland’s story of how they built a bold strategy and the amazing success it has brought.
  • We hope you’ll be inspired to be bold, not boring, with your strategies from here on out. Who says financial institutions aren’t sexy?
Speakers: Holly Fearing, Robin Marohn

October 20, 2016

Case Study Session: People-To-People: A Credit Union Social Strategy

1:00 PM-2:00 PM EST

  • An exploration through Mazuma Credit Union’s social media strategy geared towards the humanization of a brand through the thorough understanding and adaptation to Gen Y consumer behaviors and trends.
  • Attendees will leave with enhanced knowledge of humanizing a brand, creating content that earns engagement and developing a social media strategy primed for longevity and how to evolve that strategy over time.
Speakers: Brandon Michaels, Shawn Ketchem

October 21, 2016

Case Study Panel: Strategic Executive

2:30 PM-3:30 PM EST

  • Growth is an outcome of strategy, planning and execution.  The keystone to it all is leadership and the determination to see things through all the challenges and hardships that even the banking industry must face. Sometimes, the best results come from having a clear concise vision for what the future can bring and executing short term tactics and strategies to see it through.  This panel is full of banking executives from all sizes and geographies and will be sure to fill you with enough ways to think and do in order to win regardless of the environment which surrounds you.

Moderator: Eric Acton

Panelist: Rudy Pereira, Mike Allard, Brandon Michaels, Tricia Hrotko

September 21, 2016

Keynote Case Study Session: Even A Mortgage Lender Can Rock Inbound

1:00 PM-2:00 PM EST

Mortgage banking may not be the most exciting industry. However, AmeriFirst Home Mortgage has proven that generating leads, building buzz and serving clients isn’t reserved for the most exciting businesses. Learn how a regional mortgage lender, a mid-sized company, refocused its traditional outbound advertising ideals into an inbound marketing machine. The bonus: you don’t have to be a juggernaut to compete with the big guns! 3 Takeaways:
  • An inbound marketing department can begin with one person or a team.
  • Marketing doesn't have to be an expensive, magic endeavor.
  • How to get started and who to hire.
Speakers: Dan Moyle, Sam Mallikarjunan

September 22, 2016

Case Study Session: Omni-Channel Delivery

1:00 PM-2:00 PM EST

Consumer behavior and technology startups are disrupting branch banking, as we know it today. Transactional efficiency is being displaced by engagement, and customer experience to drive results, market share and depth for financial institutions. In this session, we will explore how banks are responding to consumer demand and dive deep with one bank who is thriving – Bear State Bank. Key Takeaways:
  • Role of the physical branch in an omni-channel landscape.
  • Effects of digital on consumers.
  • Evolution of channels and how they will influence customer experience.
Speakers: Anthony Burnett, Shelly Loftin

September 23, 2016

Case Study Session: Learn How Alabama Teacher’s Credit Union Is Stepping Up and Out With Social Banking

1:00 PM-2:00 PM EST

  • A veteran in the social media world, $264 million Gadsden, Ala.-based Alabama Teacher’s Credit Union started its media presence in 2009 marketing to thousands of people they could not otherwise reach. As engagement increased, they turned their focus to where their current and future members are, Facebook and YouTube to engage and deliver relevant, targeted content and offers. The Credit Union is so passionate about social media they have it integrated into their mobile banking so members can share and post right in the app.
  • This session will cover how bankers can leverage the tools and analytics available in social media to observe interactions that are not available in traditional channels and create relevant offers and strengthen their member connection. The audience will also learn how ATCU is winning more business, and selling more services and products with double digit results, costing less and reaching more. Learn key steps in creating a social media policy and plan to prepare for the next generation of social banking with a human touch. Malauzai will share how social banking is impacting digital channels including payments and the evolution of design and user experience.
Speakers: Robb Gaynor, Emily Mayben, Joe Wood

September 27, 2016

Case Study Session: How To Use Marketing To Generate More Digital Sales Leads For Your Credit Union

1:00 PM-2:00 PM EST

  • Identify your target personas and their specific pain points so you can create content to address all of these elements specifically.
  • Include lead generation forms with your larger feature content pieces (e-books, templates, etc) to grab lead contact details at the early stages of their buying journey.
  • Use keyword research to inform your content creation and to fully optimize the blogs that will help promote the larger content marketing landing pages
  • Attendees will walk away with a blueprint for how to create meaningful content that will resonate with their target audiences and help them better capture contact details from these targets for future marketing nurture and sales follow up efforts.
Speakers: Meredith Olmstead, Tony Battista

September 28, 2016

Case Study Session: Earn Revenue From Social Media Despite Compliance Hassles

1:00 PM-2:00 PM EST

Verve, a Credit Union, has grown not only likes, but also loans! From March 2015 through the rest of the year, the credit union generated nearly 200 new loan leads and closed $2.2 million in loans that were directly traced back to the credit union’s social media efforts through its CUSO, Chatter Yak!. And Chatter Yak! ensures the credit union is in compliance with that alphabet soup of pesky regulations from HMDA to UDAAP. Attendees of this session will:
  • Learn the essentials of maintaining regulatory compliance while using social media
  • Discover how to grow social media presence, and more importantly,
  • How to turn that presence into revenue-producing leads.
Speakers: Bryce Roth, Michael Ogden, Karrie Drobnick

September 29, 2016

Case Study Session: How An 88-Year Old Savings Bank Became Hip All Of A Sudden

1:00PM - 2:00 PM EST

  • The ultra-conservative savings bank and mortgage lender, known to many North Jerseyans as one of the last bastions of passbook savings accounts, is on a roll with a powerful digital omni-channel offering and streamlined new offices to meet the haven of young, upwardly mobile, and digitally-savvy consumers in their hot markets.

  • Chief Revenue Officer, Tricia Hrotko recognized the need to prepare her financial institution for the next generation of banking and customers’ needs. Starting with a re-branding effort to launch “CSBK” and the addition of ultra-modern open concept banking centers equipped with transaction pods, the effort was further enhanced with a new digital banking offering from Malauzai Software.   CSBK has come full circle with sleek and sophisticated physical locations and a digital experience to match.

  • Learn how 88-year old CSBK has evolved into a cool, hip brand with a mobile and online offering unlike any other in the market and meeting the needs and behaviors of today’s consumers. Robb Gaynor, Chief Product Officer of Malauzai will share his insights on how CSBK and other community financial institutions are out innovating the big brands and delivering relevant and personalized experiences through digital.

Speakers: Robb Gaynor, Tricia Hrotko

October 4, 2016

Case Study Session: Enhancing The Brand Experience With Branch Transformation

1:00PM - 2:00PM ET

Adrenaline and Citizens National Bank will discuss their work together on the latest branch transformation. One key element to the overall transformation was understanding the customer journey and how that plays into the brand experience. Citizens National Bank puts their customers first so not only did they want to modernize their location but also enhance the ability to service the customer. Cultural training of employees was also critical in bringing the brand experience full circle.

Three takeaways:

  • Identifying the customer journey
  • Creating a universal banking experience
  • How cultural training is vital to your transformation
Speakers: Sean Keathley, Brad Tidwell, Woodie Tipps

October 5, 2016

Case Study Session: Digital. Social. Banking. Put It All Together … Like A Pro!

1:00 PM-2:00 PM EST

  • Digital strategies.
  • Social media case studies.
  • Making a case to your team, telling the story to your customers/members.
Speakers: Sarah Bacehowski, Rachel Wegmann

October 6, 2016

Case Study Session: Video Storytelling - How To Generate New Business, Improve ROI, and Turn Bank Customers Into Raving Fans

1:00 PM-2:00 PM EST

Not every item in your social media and digital marketing toolkit can fascinate and resonate with your community as much as a well crafted and produced video. Telling stories with video increases engagement, triggers social sharing and gives people a reason to talk about you as well as the subject of your video online and offline. Participants of this session in just an hour will learn about:
  • Video production methods.
  • How to attract retail and business customers by sharing success stories using video.
  • What tools and software to use if you don’t want to exceed a $100 budget.
  • What is ROI of the video storytelling initiative and why it’s no longer an option.
  • Also, the attendees of this case study will hear from the bank’s business customers about the impact of their participation in the bank produced videos and will have a chance to ask Larry Barker, President and CEO of Machias Savings Bank about his vision for the advancement and strategic importance of video storytelling on the financial future of the bank.
Speakers: Larry Barker, Yury Nabokov

October 11, 2016

Case Study Session: Rewarding Profitable Behavior While Embracing Community Spirit

1:00 PM-2:00 PM EST

Increasing non-interest income is the main route to boosting revenue without necessarily growing the depositor base.  A community-based debit card rewards and loyalty program, like Buzz Points, can help community financial institutions improve their bottom line while building relationships with their cardholders and local businesses. Find out how the Buzz Points platform has worked for UMassFive College Credit Union and how it can work for you too.

  • Increase card usage

  • Improve cardholder relationships

  • Use gamification to reward profitable behavior

  • Foster community spirit

Speakers: Greg Schultz, Susan Moran, Craig Boivin

October 13, 2016

Case Study Session: Strategize Bold, Execute Smart

1:00 PM-2:00 PM EST

  • We’re talking bold social media strategy today. What makes a strategy bold? Making a plan for something you’ve never done before, executing smart and getting the results you aimed for.
  • At Filene, Holly Fearing, Social Media Advisor, was brought on to help credit unions implement social media strategies, better communicate messages and achieve desired outcomes. It only took a short time for Filene to realize they didn’t have a social media strategy that did that for themselves. In a “taking our own medicine” moment, we turned our efforts inward and built a social media strategy to get after our goals – and not surprisingly, we began to see the right results. It goes without saying that to capture the elusive social media ROI, one must first build a bold strategy to get there.
  • A shining example of just that: Heartland Credit Union in Madison, WI. To say they went “all in” on social media would be an understatement. Robin Marohn, Vice President of Marketing and Business Development, will share Heartland’s story of how they built a bold strategy and the amazing success it has brought.
  • We hope you’ll be inspired to be bold, not boring, with your strategies from here on out. Who says financial institutions aren’t sexy?
Speakers: Holly Fearing, Robin Marohn

October 20, 2016

Case Study Session: People-To-People: A Credit Union Social Strategy

1:00 PM-2:00 PM EST

  • An exploration through Mazuma Credit Union’s social media strategy geared towards the humanization of a brand through the thorough understanding and adaptation to Gen Y consumer behaviors and trends.
  • Attendees will leave with enhanced knowledge of humanizing a brand, creating content that earns engagement and developing a social media strategy primed for longevity and how to evolve that strategy over time.
Speakers: Brandon Michaels, Shawn Ketchem

September 27, 2016

Case Study Panel: Understanding Generation Y

2:30 PM-3:30 PM EST

What Are Millennial Behaviors/Trends? How Do Bank And Credit Unions Execute An Effective Strategy And What Are Best Practices For Communication?
  • Gen Y trends and behaviors are a constantly evolving and fluid dynamic.
  • Purchasing Power Leaders: Social behaviors between marketer and consumer.
  • Social platform evolutions and the dynamics of inter-platform marketing strategy - Platform turnover and adaptation to new and emerging platform use/behaviors.
  • The humanization of brands on social.
  • Timing of brand and product: What is appropriate/strategic and when is it the right time to execute?
  • Participation and execution in real time.
  • Varied Creative Dynamic: Digital video, photography, graphic images, AB testing of creative, etc.
  • Social Media And Real Life: Living the brand and eliminating the real life disconnect.
  • A Catered Experience: Targeting specific demographics and cohorts with unique social strategies.
Moderator: Shawn Ketchum

Panelist: Karrie Drobnick, Megan Larsen, JD Scroggin

September 29, 2016

Case Study Panel: Inbound Lead Generation

2:30 PM-3:30 PM EST

  • The lifeblood of every company is the quantity and quality of leads that fresh customers find and inquire more information about your brand.  Great leads aren't a mistake, they are planned.  In this panel moderated by Sam Mallikarjunan from HubSpot,  currently the leading inbound marketing system software.  If you’re looking to increase your inbound marketing opportunities, this panel of high level inbound power users will change the way you think and do inbound marketing.
Moderator: Sam Mallikarjunan Panelist: Anthony Burnett, Chris Nicols, Dan Moyle, Meredith Olmstead

October 11, 2016

Case Study Panel: Compliance Process

2:30 PM-3:30 PM EST

  • The compliance process is to assist banks and credit unions operational and strategic goals while maintaining compliance with all the associated laws and regulations. But what exactly should the structure of the compliance process be in today's digital landscape where financial institutions must be able to adequately compete for customers? Learn from moderator Kristen Stogniew, and panelists on what a financial institution's compliance process should look like in order to be a strong contender in the modern tech-savvy world.
Moderator: Kristen Stogniew Panelist: Desiree JohnsonSusan deFreese, Laura Breeland

October 21, 2016

Case Study Panel: Strategic Executive

2:30 PM-3:30 PM EST

  • Growth is an outcome of strategy, planning and execution.  The keystone to it all is leadership and the determination to see things through all the challenges and hardships that even the banking industry must face. Sometimes, the best results come from having a clear concise vision for what the future can bring and executing short term tactics and strategies to see it through.  This panel is full of banking executives from all sizes and geographies and will be sure to fill you with enough ways to think and do in order to win regardless of the environment which surrounds you.

Moderator: Eric Acton

Panelist: Rudy Pereira, Mike Allard, Brandon Michaels, Tricia Hrotko


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