Kelli Hobbs

💡 Attention Credit Unions! Ready to Boost Your Marketing Game? 💡 In a world dominated by big banks with even bigger budgets, credit unions face an uphill battle to grab attention and build loyalty. But here’s the GOOD NEWS: you don’t need a giant budget to make a BIG impact! 🚀 Imagine if you could: 🔍 Target members when they’re right near your branch or even at a competitor’s location, with personalized offers that make them want to stop in. 📲 Send tailored messages to members based on their daily habits—whether it’s an auto loan for someone who’s car shopping or retirement plans for someone nearing retirement. 💬 Engage members with timely updates, exclusive perks, and notifications about community events, helping you stay top-of-mind (and top-of-heart ❤️). 📈 With Capture’s advanced marketing tech, all of this is possible—and more! Here’s how credit unions are using Capture to connect with members in ways that were once out of reach: 1️⃣ Hyper-Targeted Campaigns: Reach members at the perfect time and place. Imagine a member receives a promo as they walk past your branch—it’s powerful and makes a lasting impression! 2️⃣ Customized Experiences: Create a one-on-one feel, even on a tight budget. Capture analyzes data to craft marketing messages that truly resonate with each member’s needs and interests. 3️⃣ Maximized ROI: With Capture, every marketing dollar goes further. Say goodbye to wasted ad spend and hello to conversions that really count! 🎯 4️⃣ Data-Powered Decisions: Gain actionable insights into member behaviors and make smarter choices about your marketing strategies. Know when and where members are interacting with your brand to fine-tune your approach. 🔥 Ready to bring your credit union’s marketing into the digital age? 🔥 Capture provides the tools you need to connect with your members on a personal level, increase engagement, and make a REAL impact. 👉 Want to dive deeper? Let’s talk about how Capture can help your credit union thrive in today’s competitive landscape. #CreditUnion #MarketingTechnology #MemberEngagement #CaptureTheFuture

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As we continue our daily series this week of tailored AI prompt templates for credit unions, today’s focus is on marketing teams. All 5 of today’s AI prompts are designed to help your credit union’s marketers quickly engage members, sharpen campaigns, and boost conversion rates. This first template will help you ideate sales copy for any purpose using the Problem-Agitate-Solution (PAS) formula. --- You are an expert copywriter for [Insert credit union name] with decades of experience in the credit union industry writing high quality sales copy that converts. Your task is to write a [Insert desired length in words or paragraphs] marketing [insert desired format (ex. email, webpage, etc.] to promote [insert product/service] to [Insert target audience]. You should write this copy with a tone that is [Insert desired tone. Examples: Excited and engaging, Serious and informative, Heartfelt and community-focused, etc.] Use the Problem-Agitate-Solution copywriting formula: Step 1 Problem: Clearly describe a significant problem or pain point the target audience faces that is relevant to the product/service. Step 2 Agitate: Expand on why this problem is so frustrating, costly or painful for the reader. Make them feel the consequences of inaction. Step 3 Solution: Introduce [insert product/service] as the ideal solution that will eliminate their problem and improve their situation. Focus on the key benefits and outcomes. Call-to-Action: End with a clear call-to-action to [Insert desired action] --- Check out all five AI prompts for credit union marketers here: https://lnkd.in/gq9QxRUx Subscribe to our newsletter to get one AI prompt tailored for credit unions delivered to your inbox weekly: https://lnkd.in/gqjzJ3Dv

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We're less than a month away from Southeast Acquirers Association's Annual Conference! If you're going, we're bringing you a team of experts from CBC Payments and VCI who can:  ⚡ Help you close deals fasters  ⚡ Support you with questions and complex needs  ⚡ Give you new billing opportunities while saving merchants money ⚡ Help you expand into new high-dollar industries quickly adopting ACH ⚡ Show you how to easily get your existing merchants processing ACH ⚡ Help you with expertise dedicated bankcard BINs and ICAs ⚡ Set you up with delegated authority for merchant account approvals ⚡ Support you with HBR and CBD programs Meet David Kirk from VCI and Scott Tucker from Commercial Bank of California Payments, these experts are going to be your difference makers. We have seen record growth as a company year-over-year by helping our ISOs partners do the above and see their profits roll in. If you haven't seen record growth, let's chat. #SEAA #SEAA2024 #paymentsexperts #paymentsteam #payments #achpayments #banksponsor #payments #neworleans #NoLA

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Frictionless buying experiences drive revenue. That’s why Trey Powell of Mosquito Joe recommends having as much of your payments process automated as possible. Texting for payments beats out paper invoices and mailing every time, while also providing an easy way for you to follow up with customers whenever they have card declines or require updated info. Our Payments feature gives you one secure place to: ✅ Create SMS payment requests ✅ Track and process transactions ✅ View and download payment request histories ✅ Send payment reminders ✅ Set up convenience fees In one week, Trey closed $450,000 in business by sending a single text to his existing customers offering a discount in exchange for pre-paying for the entire year of services. What will your business accomplish when you streamline your customers' ability to make payments? #businesstexting #SMSpayments #collections #franchising

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Great slide from Brett King’s “CU 5.0 blueprint for tomorrow’s credit unions” session at the TruStage Discovery2024 Conference. We agree that digital delivers better member service and drives growth for credit unions. It’s what we’re delivering for leading credit unions with FIQ Journey. This easy to implement, white-label platform brings hybrid digital advice and self-directed investing together in a single investor experience, providing members with the digital engagement they want and credit unions with the proven, scalable technology they need for profitable organic growth. Whether your goal is democratization of the investing process to attract new members or a small accounts solution for member retention to stop ACH outflows, our team can work with your credit union to integrate FIQ Journey into your existing systems, infrastructure, and member care teams, minimizing disruptions and the need for expensive modifications. You can learn more about FIQ Journey here: https://lnkd.in/g62NVJnh #creditunions #digitaltransformation #discovery2024 #banking #fintech

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Wipay: Simplifying Payments for a Seamless Experience Welcome to Wi Pay, your go-to solution for fast, secure, and convenient payment processing. Whether you’re a small business owner or a large enterprise, Wi Pay is designed to streamline your payment operations, allowing you to focus on what matters most—growing your business. Our Services At Wi Pay, we offer a comprehensive suite of payment solutions tailored to meet the diverse needs of our clients: Payment Processing: Accept payments effortlessly with our advanced payment processing systems. From credit and debit cards to mobile payments and e-wallets, Wi Pay ensures a smooth transaction experience for your customers. E-commerce Solutions: Enhance your online store with our robust e-commerce payment solutions. Our user-friendly interface and secure transactions make it easy for you to sell online while providing your customers with peace of mind. Point of Sale (POS) Systems: Upgrade your in-store payment experience with our state-of-the-art POS systems. Designed for efficiency and ease of use, our POS solutions empower your team to process transactions quickly and accurately. Recurring Payments: Simplify subscription billing and recurring payments with Wi Pay. Our automated billing solutions ensure that you never miss a payment while providing your customers with convenience. Fraud Protection: Protect your business and customers with our advanced fraud detection and prevention tools. Wi Pay employs cutting-edge security measures to safeguard every transaction. Why Choose Wi Pay? User-Friendly Interface: Our platform is designed with usability in mind. Whether you’re tech-savvy or new to digital payments, Wi Pay’s intuitive interface makes managing transactions a breeze. Reliable Support: At Wi Pay, we pride ourselves on our exceptional customer service. Our dedicated support team is available to assist you with any questions or concerns, ensuring a smooth payment experience. Flexible Solutions: We understand that every business is unique. That’s why we offer customizable payment solutions that can be tailored to fit your specific needs and operational requirements. Commitment to Security: Your security is our priority. Wi Pay employs the latest encryption and security protocols to ensure that your transactions are safe and secure. Get Started with Wi Pay Are you ready to transform your payment processing? Contact Wi Pay today to learn more about our innovative solutions and discover how we can help your business thrive in the digital economy. Join the growing number of businesses that trust Wi Pay for their payment processing needs!

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Loyalty programs are a strategic way for banks and credit unions to boost cardholder engagement and drive revenue. But having a loyalty program is only part of the equation. Marketing it effectively is what transforms it into a true growth engine. As ampliFI VP of Marketing, Nichole Mumford, puts it: "Nurturing consumer loyalty isn’t just about offering points and discounts. It’s about creating an emotional connection and personalized experiences that resonate with your audience. The best loyalty programs make consumers feel valued and understood, driving long-term engagement and advocacy."

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If your debt collection agency doesn’t use email to talk to consumers, you’re never going to reach your full recovery potential. Sending the model validation notice by email: ✔️ Encourages more consumer engagement ✔️ Is a compliant option ✔️ Saves money ✔️ Is faster than mail Still, implementing model validation notice emails requires planning. Here are three concerns to be aware to send compliant model validation notice emails. 1) Consent If the model validation notice email is the first contact with a consumer, you may use passthrough consent from creditor clients. If not, E-Sign consent is required before emailing. 2) Deliverability Agencies should partner with a company that does all they can to ensure email deliverability. PDCflow monitors our complaint rate so we know when emails are being marked spam and can make adjustments as needed. 3) Content To be eligible for safe harbor rules, debt collection agencies must send an email that is substantially similar to the sample provided in the FDCPA's Regulation F. #DebtCollection #ValidationNotices #Email Want to learn best practices for implementing email debt collection practices into your agency? Check out the full article below! 👇

Competing with larger retailers and online stores with much larger marketing budgets doesn't have to be intimidating. Read our latest blog to learn 7 actionable strategies your small businesses can implement to thrive in your market: bit.ly/4fPdCIF 🚀

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Did you participate in Friday's payments trivia? The correct answer is FALSE! The Card Brands set the price of interchange. #DYK This week's trivia question was pulled directly from our MP101 course?  Click the link below to learn more about our available eLearning courses: https://lnkd.in/gXhrRqDr MAG All Access Merchant Members: you get FREE access to this course and all MAG payments eLearning courses with your membership. #AdvancingPaymentsTogether #KnowYourPayments #MP101

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Post 9 of Our Series: Why Do Consumers Still Call? 📞 Why Do Consumers Still Call? We Want to Hear From You! As we near the end of our multi-post series, we’re curious: ➡️ Did we miss any reasons why consumers still call their bank or credit union? ➡️ Why do you think consumers continue to pick up the phone instead of relying solely on digital channels? ➡️ Do you believe phone calls will phase out with younger generations, or will telephony remain relevant? ➡️ Is telephony customer service worthy of your attention in 2025 and beyond? We’d love to hear your thoughts, perspectives, and predictions. Let’s start a conversation! 📧 Email us at: [email protected] #ConversationalAI #CommunityBanks #CreditUnions #AI #CustomerExperience #MemberExperience #AIinBanking #Fintech #DigitalTransformation

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🚀 Is your bank or credit union ready to enhance its marketing game? Our latest blog post from Marketing Director Monica Hoyer, CPC, ELI-MP dives into the power of marketing automation for financial services. Discover how personalized email campaigns, automated onboarding, lead nurturing, and more can transform your customer engagement and operational efficiency. 💼📈 #marketingautomation #financialservices #banking #creditunions

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Did you know Datava’s End-to-End Data Activation can fully automate your 5300 CALL Report process? Say goodbye to manual data entry and save valuable time with seamless automation. Let Datava handle the details so you can focus on what matters most—growing your credit union!   Key Features: ** Daily Mapping and Updates: Enjoy accurate, timely report information that supports better decision-making. ** Direct NCUA Coordination: Seamless report submission eliminates manual uploads and reduces compliance risks. ** Precision Auditing: Intuitive drill-down functionality ensures precise data management, including off-core loans. ** Clear Organizational Insights: Quickly identify strengths and areas for improvement with a holistic view of your performance. With streamlined data collection and report generation, you can save valuable time and focus on serving your members while staying compliant.   👉 Book a demo today with Jill L., Ruthie Dell, EMBA, or Soosh Amin to discover how Datava can transform your 5300 Call Report process! https://lnkd.in/gs9vZERm   #CreditUnion #Compliance #5300CallReport #DataAutomation #DatavaDifference

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You might have heard about the benefits of a gift card program: increased brand awareness, customer loyalty and acquisition, improved cash flow and much more... but what exactly IS a gift card program ❓ Our latest blog dives into the definition of a gift card program, the things you need to consider when launching, what consumers get out of gift cards, and how we can manage the whole thing for you. At Jigsaw we make the process as seamless and easy as possible, all while driving your sales and revenue ☝ Interested in launching or growing your gift card program? Get in touch with us to see how Jigsaw can help 🚀 Read the blog here: https://lnkd.in/g3fjsyKM #GiftCardProgram #GiftCardManagement #JigsawBusinessSolutions #GiftCards #GrowWithGiftCards #DriveSales #DriveRevenue

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Augment your multichannel marketing with print postcards. Core iQ all-in-one marketing software for banks and credit unions makes print marketing effortless. https://ow.ly/Imrw50SKf6e

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Credit Unions: Tired of the time-consuming process of member data imports? ⏳ Today, we’re sharing how GreenHouse is solving this common challenge – our Jack Henry Symitar and HubSpot integration. This integration is the solution to automating data flow and customizing your marketing automation platform – a way to save time, reduce costs, and gain a better understanding of your members. Ready to personalize your member engagement by seamlessly integrating your banking core with your marketing platform? Contact us to book a demo today. ✉️ #creditunion #marketing #integrations #jackhenry #banking #hubspot #marketingautomation

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