Virtual Workshop Will Connect Credit Union Marketers


Just in time for marketers to build their strategic plans for 2025, the League will deliver a timely virtual session to help credit unions develop personalized messages that will get members’ attention in the new year. On September 12 from 12:00 pm – 1:00 pm, grab your lunch and join us for a virtual session facilitated by Diane Reed, President of CUDoctor. Please click here to register.

About the Session: Let’s Get Personal – Product Design from a Personalized Marketing Perspective

In today’s consumer-driven world, it’s no longer enough to simply use the member’s name and send them marketing messages timed via data analytics information. Members actually want personally designed products, too! For decades, we’ve approached sales as a game of identifying member needs and selling the products we have that will meet those needs. Why not start with what they want and create the product around their needs? This seminar takes a look at the way marketers currently design products and turns it on its head. Instead of fitting members into products, this session will examine ways to fit credit union products into members’ needs.

  • Examine best-in-class personalized products.
  • Learn how to re-evaluate the “pain points” in your existing product line.
  • Know what questions to ask in determining compliance “red flags” in product design.
  • Develop a marketing strategy to go with your new personalized approach.

About the Presenter – Diane Reed

Diane Reed photoNationally recognized speaker, writer, and communications professional, Diane Reed, currently serves as President of CUDoctor, a full-service credit union consultancy, assisting credit unions with human resource, marketing, strategic planning, community relations, compliance, sales, training, board relations and governance, and executive support.

Prior to joining CUDoctor, Reed served for more than a decade as Vice President of Administration for a mid-sized credit union. Her expertise in “Service-Oriented Culture Change” has been cited in such publications as “Credit Union Times,” “Credit Union Management,” and a host of other industry magazines. She has co-authored cross-discipline (Human Resources and Security) articles such as “Bad Guys Don’t Always Wear Black” published in “Credit Union Magazine.” And, her marketing expertise has been featured in articles for “Exhibit Builder” and “Business Management” magazines. In 2016, she teamed up with CUNA to create and deliver the industry’s first Credit Union HR Compliance Certification School, a program which has proven not only popular but a new “necessary” for all credit union HR professionals. She attended The American University and graduated from George Mason University where she specialized in Organizational Communication.