What’s in a Call

It’s been a busy quarter, and while I usually would stick to focusing solely on writing about marketing-focused topics, I’ll be focusing on something closer to where I started in the CUSO Industry: member phone calls. Over the course of

Who Should I Contact?

I’ve been working with credit unions for Marketing and Communications related projects for close to 3 years, and the number one question I am asked every time we start building out a campaign together is, “Who should I contact?” My

Watch for Packed Account Fields

For frequent users of the Report Builder tool to create queries, you most likely have learned that not all fields in the database are created equal. The account base field or date field in one file can be formatted as

The First Blog Post is the Hardest

There is too much pressure on a first-time blog posting, so I decided to take it easy on everyone’s expectations with a slow but straight forward hello! I’m excited to start sharing the knowledge I’ve acquired over the last few