Wednesday, September 28, 2016 /#CaseStudySummit/ – Social media marketing is vital, but so are tangible results as well! So how does a bank or credit union turn likes into loans?

In this session moderated by the amazing Michael Ogden – Executive Editor at Credit Union Times and content provided by Bryce Roth – President and Cofounder of ChatterYak! and Karrie Drobnick – CMO of Verve, a Credit Union, opened the eyes of attendees to social media possibilities. Verve, a Credit Union evaluates all channels under one large overall marketing strategy and they evaluate new channel opportunities based on how it fits into their bigger picture.

For a smaller institution they really have a terrific process in regards to compliance, engagement and institutional buy-in, a model every financial institution could learn from.

One of the biggest take-a-ways was their perspective on the digital marketing landscape under as a retail banking financial institution. They know the rules and have them down pat, yet, they also deeply understand the power of being social and having Verve employees engage as well. Their compliance approval process is fast, flexible and deadly effective, which gives them the freedom to focus on growth strategies to literally turn likes into loans.

Mike did a wonderful job of asking how they utilize different channels like Facebook, Twitter, Linkedin, Youtube, Snapchat and more! Their answers gave lots of clarity on how other institutions should engage as well. Their #CaseStudySummit story was very well told – thank you all!

Learn more about the #CaseStudySummit HERE!