Zach Anderson’s Post

SRM (Strategic Resource Management) is proud to announce its partnership with Filene Research Institute's Center of Excellence for The Next Generation of Member Growth, joining a prestigious list of innovative organizations. Led by esteemed generational sociologist Kim Lear, in collaboration with a council of credit union leaders, the Center of Excellence endeavors to achieve the following objectives: 💢 Identify emerging capabilities in both physical and digital channels to reach and convert Millennials and Gen Zers into members. 💢 Identify how products and services will need to evolve and what investments are necessary to meet the financial needs and build trust with the most diverse, multi-ethnic consumer base in history. 💢 Investigate what promising growth opportunities exist that can simultaneously protect credit unions against fintech incumbents while driving revenue and membership growth. 💢Explore key infrastructure requirements to enable personalization of offers and optimization of the member experience to drive higher relevancy and conversion. 💢 Test marketing strategies and tactics to identify which approaches strengthen brand identity, reinforce value proposition, build loyalty and establish clear points of market differentiation. #CreditUnions #Partnership #InformationIsPower

Thank you to SRM (Strategic Resource Management) for joining the list of innovative organizations supporting Filene's Center of Excellence for The Next Generation of Member Growth. Ben Mrva, SRM’s Chief Revenue Officer, shared this about why they are partnering with Filene on this critical work: "In a landscape where the average credit union member's age is steadily increasing and the younger demographic remains largely untapped, sponsoring research on The Next Generation of Member Growth isn't just prudent—it's imperative. With less than 20% of Americans under 40 utilizing credit unions, and prime borrowers typically in their 30s and 40s, it's clear that the future of credit unions hinges on attracting Millennials and Gen Zers." Learn more about this Center, who is leading the research and which organizations are supporting the work here: https://lnkd.in/gApapVtC And if your organization wants to get involved, let us know here -- we'd love to welcome you to the growing group of forward-thinkers: https://lnkd.in/girM3rRN

Get your spot now; 10 more just went! Today is the last day to get discounted rates and spend a 1/2 or full day with me for these interactive lessons. See you there when we review the story of your numbers!

💡 Here's an example of the 💪 power The Difference Card can provide when you collaborate with us. A case study from our team (link below) but here are the cliff notes: Private School Saves $1,328,358 on Renewal & Improved Benefits Using The Difference Card Saved this customer $1,328,358 off their health insurance costs and reduce their 14.9% renewal down to -8.6%. This company has about 300 employees with 262 enrolled in the Health Plan. Their current benefits strategy included two platinum PPO options, and one Platinum EPO option. By moving this company to Bronze Level options with Aetna, The Difference Card was able to reduce the fixed insurance premiums by more than 30% for this customer. Our team of Data Analysts and Underwriters reviewed the employee information and came up with a conservative forecast of claims utilization. After benefits were built back to the original triple option benefit plans by using The Difference Card Strategy, the net renewal was 8% below current. If you'd like to be impactful like this to win new business or secure a renewal then reach out to me. 7/1 and 8/1 is coming up fast! #costcontainment #healthinsurancestrategy #medicalinsurance #brokers #Healthcare

Do you have a critical meeting with a couple coming up? How will you navigate the meeting? Join us on Thursday for Trove for our case studies session with Ashley Quamme and Trove advisors to hear real-world case studies and insights into how to engage all clients in in-depth conversations, no matter their money attitudes and beliefs. Learn more about Trove and join. https://hubs.li/Q02BS3KW0

In the wake of the Foxtrot and Dom's Kitchen & Market closing, Allies for Community Business is evaluating ways that we can help our clients who were impacted. If you are an A4CB client that sold your products at Foxtrot or Dom’s, please complete this questionnaire so that we can learn about the impact that the closing will have on your business: https://loom.ly/2IC-0uc

💡 Here's an example of the 💪 power The Difference Card can provide when you collaborate with us. A case study from our team (link below) but here are the cliff notes: Private School Saves $1,328,358 on Renewal & Improved Benefits Using The Difference Card Saved this customer $1,328,358 off their health insurance costs and reduce their 14.9% renewal down to -8.6%. This company has about 300 employees with 262 enrolled in the Health Plan. Their current benefits strategy included two platinum PPO options, and one Platinum EPO option. By moving this company to Bronze Level options with Aetna, The Difference Card was able to reduce the fixed insurance premiums by more than 30% for this customer. Our team of Data Analysts and Underwriters reviewed the employee information and came up with a conservative forecast of claims utilization. After benefits were built back to the original triple option benefit plans by using The Difference Card Strategy, the net renewal was 8% below current. If you'd like to be impactful like this to win new business or secure a renewal then reach out to me. 7/1 and 8/1 is coming up fast! #costcontainment #healthinsurancestrategy #medicalinsurance

🗓️ It's our final #FunFactFriday of 2023, so we're featuring key highlights about our firm! Learn more about our growth and what's next for FLB in this recent @Lehigh Valley Business article ➡️https://loom.ly/lHOJemY #FridayFacts #FridayVibes #InTheNews

📣 Sound On! 📣 "I just can't tell you how pleased I am with the visuals," said Modesto's First Federal Credit Union CEO & President Leslie Ramirez when asked about her experience with ViClarity's technology platform. Modesto's First FCU partners with ViClarity to streamline their strategic planning processes and drive growth with enhanced oversight and dynamic reports. Check out the full interview with Leslie: https://lnkd.in/gea-bg6C #GRCsoftware #CreditUnions #StrategicPlanning

Filene's signature big.bright.minds. event is ONE WEEK away! We look forward all year to bringing together the most innovative credit unions with the brightest minds in the industry! If you're not able to join us in person this year on Dec. 5-6 in Scottsdale, AZ, we have a special VIRTUAL opportunity for our LinkedIn followers! Join us to hear from one, any, or all of our Filene Fellows by registering now with this special access code: https://lnkd.in/gWpgVYnZ To save you time, we've curated a list of the top three most anticipated sessions so you know what to expect! 🚀 Future Ready: Roadmaps to Success 👩🚀 Join Filene Fellows Dr. Amy Hillman and Dr. Lamont Black where they will introduce our two newest centers of excellence as well as give attendees a roadmap to achieve successful alignment of their organization both internally and externally to thrive now and in the future. 💡 Exploring Credit Unions' Innovative Approaches to Pressing Challenges 🔍 What are the pros and cons of different approaches to innovation? Filene Fellow Dr. Jeffrey Robinson and a panel of credit union leaders will explore this as well as share their own innovation experiences. 📈 Deposit Growth: Insights from Shared Data Model 🔑 Under the leadership of Filene Fellow Dr. Cheri Speier-Pero, MSUFCU, Kinecta and MAPs have partnered together to share their data to determine what’s the next best offer to present to your members. Learn first-hand how the collaboration operated and get a sneak peak at early results. See you there!